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Product Documentation

Known Issues in Lightning Experience

Some things work differently in Lightning Experience than they do in Salesforce Classic. Here is a list of differences, along with recommended workarounds.

Creating Opportunities from Contact Records

You may see some different options for creating Opportunities from the Opportunity related list on Contact records: a New button or a New Contact Donation button. Neither of these buttons are compatible with Lightning Experience.

Instead of using either of these buttons, we recommend that you create an Action which can be configured to auto-fill important Opportunity information. You'll need to create an action for each Opportunity record type, such as Donation, Grant, In-Kind Gift, and Membership. Keep in mind that the Actions should be created on the Contact with Opportunity selected as the Target Object and Primary Contact selected as the Relationship field. You will need to create a separate Action for each Opportunity record type. See Add or Edit a New Opportunity Button on Contacts for detailed instructions on how to create Actions. After you create the Actions, you'll need to add them to the Contact page layout. To do so:

  1. Click Setup, then click Setup.
  2. Click the Object Manager tab.

    Object Manager tab

  3. In the list of objects, click Contact.
  4. Click Page Layouts.

    Page Layouts menu item

  5. Click the name of your Contact layout.
  6. In the left pane of the top panel, click Mobile & Lightning Actions.
  7. On the right side, you'll see the new Actions you created. Drag the Actions into the Salesforce Mobile and Lightning Experience Actions section. Be sure to put the actions in the order you want to see them in the UI.

    Page Layout Editor

  8. Click Save.

New Account Donation Button

The New Account Donation button, on the Opportunity related list of an Account record, doesn't work correctly. We recommend that you hide this button and restore the standard New button on the related list.

  1. Click Setup, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of objects, click Account.
  4. Click Page Layouts.
  5. Click Organization Layout.
  6. Scroll to the Opportunities related list and click Related List Properties icon.
  7. Click Plus icon in the Buttons section to expand it.
  8. Under Standard Buttons, select New.
  9. Under Custom Buttons, select New Account Donation and click Remove icon to move it to the Available Buttons list. This hides the button.
  10. Click Save. You now see the standard New button on the Opportunities related list.

    New button in Opportunities related list

Account View and Edit Button Overrides

Overrides to the View and Edit buttons on Accounts are not compatible with Lightning Experience. If enabled in Lightning Experience, there are numerous issues. Overriding the View button is only needed for the One-to-One Account model as a way of redirecting an Account directly to its related Contact; it is not necessary with the Household Account model. If you're not sure which account model you're using, see Which Account Model Am I Using?.

After disabling the Edit button override, enable the Manage Household button on Accounts. For instructions, see Enable the Manage Household Button.

To disable the overrides:

  1. Click Setup, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of objects, click Account.
  4. Click Buttons, Links, and Actions.
  5. In the row for View, click Show more actions icon, then click Edit.
  6. Make sure Override With is set to No Override (use default):

    Override With set to No Override

  7. Click Save.
  8. Back in the Buttons, Actions, and Links section, in the row for Edit, click Show more actions icon, then click Edit.
  9. Make sure Override With is set to No Override (use default) .
  10. Click Save.

Contact Names in the Affiliated Contacts Related List

In the Affiliated Contacts related list in Lightning Experience, the Contact Name connected to the Organization may not appear as a link. This was due to a known issue with the Salesforce platform that has since been fixed. If your org has been around for awhile, it may predate the fix so the following action may be necessary.

Create a custom formula field on Affiliations to display the name of the connected Contact with a clickable link.

  1. Click Setup, then click Setup.
  2. Click the Object Manager tab.
  3. In the list of objects, select Affiliation.
  4. Click Fields & Relationships.
  5. Click New and create a Formula field called Contact Link.
  6. Choose Text as the Formula Return Type.
  7. Use the formula:
    HYPERLINK(IF($User.UIThemeDisplayed = "Theme4d", "/lightning/r/Contact/" & npe5__Contact__r.Id & "/view", "/" & npe5__Contact__r.Id), npe5__Contact__r.FirstName & " " & npe5__Contact__r.LastName, "_top")
  8. Click Next and select the Profiles that should have access to this field.
  9. Click Next and uncheck the Affiliation Page Layout (unless you really want this field to appear on the layout).
  10. Click Save.
  11. Add the new field to the Account's Affiliated Contacts related list on the Organization Page Layout so it appears as shown.

    Affiliated Contact related list with the new Contact Link field shown in the second column.