Known Issues · Sales and Marketing
'Save & Email Quote' button available for Status where 'Allow Email' is false on select profiles
'Save and Email Quote' button appears on quote pdf preview even though User does not have "View setup and configuration" and "allow email" permission assigned to their user record via permission set or profile.
Scheduled - Winter '21 ·Reported By 2 ·Updated Yesterday
Lightning Dialer does not Auto-Log Calls to related custom objects in Summer '20.
Sales and Marketing , User Interface , Lightning , Summer 20
When using Lighting Dialer from a custom object's phone field, the Log a Call task is not automatically attached to the record. Currently, this Auto-Log feature only works with Contact, Account, and Lead records only.
Fixed - Summer '20 Patch 12.0 ·Reported By 2 ·Updated 2 days ago
Classic - Show and Hide Quota Information in Collaborative Forecasts not available in PE
Show and Hide Quota Information in Collaborative Forecasts not available in Professional Edition orgs in Classic experience.
Scheduled - Winter '21 ·Reported By 0 ·Updated 2 days ago
Order may not be accessible when OWD are set to 'Controlled by Parent' and record is owned by queue
When organization wide defaults (OWD) for the Order object are set to 'Controlled by Parent' with Account object set to 'Private' a User with read/write access to on an Order's related Account is unable to access/edit related Orders in Classic or the Order's related records in Lightning when the Order...
In Review ·Reported By 8 ·Updated 3 days ago
When an ActionCadenceTracker record has a null TargetId, it can't be removed from a Sales Cadence
When an ActionCadenceTracker record has a null TargetId, attempting to remove the target from the Sales Cadence Targets related list will display the following error: "An error prevented any <entities> from being removed from a sales cadence." See this related known issue which describes how records...
Scheduled - Winter '21 ·Reported By 1 ·Updated 3 days ago
When an Account is deleted, ActionCadenceTracker records for Contacts remain with no TargetId
When a Contact is added to a Sales Cadence, then the Contact's Account is deleted, an ActionCadenceTracker record remains in the Cadence in a Running state, with no TargetId specified. The Contact remains visible on the Sales Cadence Targets related list with no Target name. When attempting to remove...
In Review ·Reported By 1 ·Updated 3 days ago
Opportunity "Clone With Related" button results to Error Id -835266075
Sales and Marketing , Einstein Platform Services
Opportunity "Clone With Related" button results to Error Id -835266075 when there's a Prediction field created in the object even if Prediction Builder is not enabled in the Org
Scheduled - Winter '21 ·Reported By 18 ·Updated 5 days ago
Internal server error received when editing products
Users are unable to edit any Products. The error is received no matter the edit being made.
Fixed - Summer '20 Patch 11.0 ·Reported By 9 ·Updated 10 days ago
Sales and Marketing , Lightning
Orders' "Edit Products" option is not displaying the "Product Code" field in Lightning. That field appears when you Add Products and it also appears when Editing other Products, like Opportunity ones.
In Review ·Reported By 7 ·Updated 10 days ago
When trying to disable both Quantity Scheduling and Revenue Scheduling, customers may see an error: --- "Error: Your product schedules have been customized, so at least one schedule type must be enabled." --- An error is expected when there is customization in the org that references fields tied...
In Review ·Reported By 0 ·Updated 13 days ago
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