Known Issues · Sales and Marketing
Sales and Marketing , Lightning
Locked Lead records (via an Approval Process) prevents the Lead owner from viewing the record in Lighting if they have not viewed the record prior to locking. This occurring because the “isUnreadByOwner” flag is not being cleared due to the locked status of the record.
In Review ·Reported By 40 ·Updated Today
Order Delivery Method is not eligible when creating a new Lookup field from another object
When creating a new Lookup Relationship Field from any Object, custom or standard, you cannot find the "Order Delivery Method" in the dropdown to relate it to
Scheduled - Spring '21 ·Reported By 1 ·Updated Yesterday
Internal server error occurs when converting a lead to an existing Opportunity.
When Org has Einstein related feature (Engagement Score, Einstein Lead Scoring, Activity Metrics, Opportunity Score) enabled an internal server error occurs when converting a lead to an existing Opportunity. This can also happen when updating a Lead after converting in same apex context.
Release In Progress - Winter '21 ·Reported By 27 ·Updated 3 days ago
In High Velocity Sales, when Lead conversion fails due to a validation rule, the Lead will be removed from its Sales Cadence.
In Review ·Reported By 4 ·Updated 2 days ago
Unable to filter search results with Billing Country when State & Country Picklist is enabled
Platform , Sales and Marketing , User Interface
Some customers have observed that they are unable to filter search results on Accounts using the Billing Country field/filter, this only happens when State and Country Picklists have been enabled in the org. For example, when a user performs a search on the Account's Object, they get 0 results when...
In Review ·Reported By 23 ·Updated 3 days ago
Quote Templates "Recent Templates" Not Populating With The Most Recent Templates
Platform , Sales and Marketing , User Interface
When using quotes, and using the standard create pdf button, there are two options presented - Choose template, and Recent Templates (with a list of 5 recent templates). When selecting a template not in the list of recent templates, and then going to a different quote or refreshing the page, the recent...
In Review ·Reported By 2 ·Updated 2 days ago
"+Add Another Forecast Type" Link Not Responsive. Users Unable to Add Another Type Via That Link
Platform , Sales and Marketing , User Interface
The "+Add Another Forecast Type" link is completely unresponsive for some users. Clicking it does nothing and users are not able to use the link to create a second (or third, fourth, etc.) forecast type. The initial green button works, but after the first forecast type, the link does not.
In Review ·Reported By 18 ·Updated 3 days ago
Adding Products to Opportunity returns less products with Lightning than Classic UI
Adding Products to Opportunity returns less products with Lightning UI than Classic UI.
In Review ·Reported By 16 ·Updated 4 days ago
Leads from 'LinkedIn Lead Gen' Stopped Coming into Salesforce
Leads may stop coming into Salesforce via LinkedIn Lead Gen even though the Member has the necessary permissions set within their LinkedIn Account. This typically occurs when a single LinkedIn Account is being used for multiple environments.
In Review ·Reported By 31 ·Updated 5 days ago
Email template encodings behave differently in prod and sandbox
Sales and Marketing , Service , Messaging
Customers who use the encoding "Japanese (Shift-JIS_2004)" to create email templates and send emails in Japanese may notice that emails sent from production display correctly in their email client (Outlook, Google, etc), but using the same template in sandbox results in unreadable characters where Japanese...
In Review ·Reported By 12 ·Updated 5 days ago
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