LIGHTNING: Leads 'Unread by Owner' flag not updating when leads are viewed from the reports tab
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LIGHTNING: Leads 'Unread by Owner' flag not updating when leads are viewed from the reports tab

Operational Analytics - Reports

Last updated 6 days ago ·Reference W-7593328 ·Reported By 26 users

Scheduled - Winter '21

In Lightning Experience, when a user navigates to a lead detail page from the 'Reports' tab, the 'Unread by owner' flag is not set to false, even after the lead is already read by the owner.

The issue is can be reproduced in any org but is intermittent at times. The behavior is easiest to reproduce right after logging into Salesforce.

-In a Lightning Experience enabled organization, ensure you have at least 1 unread lead (you can verify this by going to the "My Unread Leads" standard view on the "Leads" tab).
-Under reports tab, create a lead report that is filtered to display the following: "My Leads", "All Time", "Unread by Owner = True". Ensure the "Unread by Owner" field has been added as a column to your report.

To reproduce the behavior:
1 - Navigate to the Reports tab and run the leads report created previously.
2 - Click the name of one of the unread leads to display the lead record. This should trigger the "Read" action.
3 - Navigate back to your report and notice the lead you viewed in step 2 is still appearing in the report and it still has a value of "Unread by Owner = True"
4 - Now, you can also navigate back to the "My Unread Leads" standard list view in Leads tab and see this record appears there as well.
5 - Open the same leads records from here ("My Unread Leads" standard list view ) and back to the list view. The record still shows "Unread by Owner = True" and is present in the list.
6 - Switch to Classic and repeat steps 1-3 and you will notice that the lead drops off of the "unread by owner" report.

1- Refresh the lead record while viewing (multiple refreshes may be needed).
2 - View the report and leads in Salesforce Classic.

Is it Fixed?

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