Salesforce app is using 'Save and Add' when creating Opportunities from the related list on Contacts
Trailblazer Community

Known Issues · Fixed

Salesforce app is using 'Save and Add' when creating Opportunities from the related list on Contacts

Mobile

Last updated 2021-10-12 ·Reference W-7103849 ·Reported By 2 users

Fixed - Spring '20 Patch 6.0

Summary
When uses try to create a new Opportunity record from the Opportunities related list on a Contact record, the Salesforce app is using the 'Save and Add' when users tap 'Save' instead of just saving the record.

Repro
Preconditions:
'Save and Add' products is enabled in the org
The test user is using the new Salesforce app UI
'Prompt user to add products' is enabled in Opportunities settings

1. Login to the Salesforce app
2.Go to a Contact Record
3. Tap Related
4. Tap Opportunities
5. Tap the + button to create a new Opportunity
6. When you save the new record, you are directed to the Opportunity Record home and Multi Add Products pop up appears in the app.

Workaround
1. Use a New Opportunity action instead of the + action on the Opportunities related list
2. Disable 'Prompt users to add products' in Opportunities Settings.

Reported By (2)

Lon Elske Michael Tierman

Is it Fixed?

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