Known Issues · Sales and Marketing

Leads from 'LinkedIn Lead Gen' Stopped Coming into Salesforce

Sales and Marketing

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 50 ·Updated 4 days ago

In High Velocity Sales, a Lead is removed from a Sales Cadence when Lead conversion fails due to a validation rule

Sales and Marketing

In High Velocity Sales, when Lead conversion fails due to a validation rule, the Lead will be removed from its Sales Cadence.

Scheduled - Spring '21 ·Reported By 6 ·Updated 6 days ago

Summer 20 Deep Clone Opportunity is not working when user does not have access to the Record Type

Sales and Marketing , Summer 20

When Clone with Related action is used and if the user does not have access to the Record Type of the record that being cloned, user is not able to save the record.

Fixed - Winter '21 Patch 14.0 ·Reported By 4 ·Updated 6 days ago

Order may not be accessible when OWD are set to 'Controlled by Parent' and record is owned by queue

Sales and Marketing , Sharing

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 9 ·Updated 7 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...

Fixed - Winter '21 Patch 12.0 ·Reported By 26 ·Updated 11 days ago

Error "Cascade deleting too many records" deleting a Sales Cadence

Sales and Marketing

In High Velocity Sales, when you delete a Sales Cadence, an error "Cascade deleting too many records" my be encountered.

In Review ·Reported By 1 ·Updated 17 days ago

When an Account is deleted, ActionCadenceTracker records for Contacts remain with no TargetId

Sales and Marketing

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...

Scheduled - Spring '21 ·Reported By 5 ·Updated 20 days ago

Unable to erase fields on product object

Sales and Marketing

System admins receive and internal server error when attempting to permanently delete a field on the Product object.

Fixed - Winter '21 Patch 10.0 ·Reported By 3 ·Updated 22 days ago

Winter '21 - Error "insufficient access rights" saving a Sales Cadence in Public Sales Cadences folder

Sales and Marketing

In High Velocity Sales, when a user attempts to save a Sales Cadence to the Public Sales Cadences folder, an error like the following may be displayed: insufficient access rights on cross-reference id: 00Dxxxxxxxxxxxx This error is displayed for users that do not have the "View Setup and Configuration"...

Scheduled - Spring '21 ·Reported By 7 ·Updated 26 days ago

"Product Code" field is not displaying in the multi-line edit page for Orders (Edit Products) in Lightning, it does appear for Add Products and in Opp

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 10 ·Updated 2020-10-27