Data Access and Views: What’s Not in Lightning Experience | Salesforce
Data Access and Views: What’s Not in Lightning Experience
Learn about the issues to expect when accessing data in Lightning Experience. Some Salesforce data and features aren’t available in the new user interface. And some features don’t have full parity with what’s available in Salesforce Classic.
These Salesforce objects are available in Lightning Experience. None of the other standard objects are supported in this release.
Fields for unsupported objects display in Lightning Experience, but they are read-only and don’t include links to associated records.
Formula fields with images aren’t supported in search results. The field name displays but the field itself is empty.
Lookup fields in Salesforce Classic show record names regardless of sharing permissions, so it's possible for users to see the name of records that they can't access. In Lightning Experience and the Salesforce1 mobile app, lookup fields respect sharing permissions and only show the name of records that the user can access. The one exception is owner lookup fields, which always display the name of the record's owner, regardless of sharing permissions.
Related lists for supported standard objects and your custom objects are available in Lightning Experience.
Related lists for objects that aren’t supported in Lightning Experience don’t appear anywhere in the interface, even if they’re included on an object’s page layout.
Lightning Experience includes new Files and Notes related lists, in addition to the classic Notes & Attachments related list. If you’re using Salesforce Files or the enhanced Notes feature, include all these related lists on your object page layouts.
Files and attachments are two different types of objects, and always have been. Unlike files, attachments are associated only with a particular record and can’t be shared further. In Lightning Experience, uploads to the Notes & Attachments related list are files. In Salesforce Classic prior to Spring ’16, uploads to this related list were always attachments instead of files. For existing orgs, this means that the Notes & Attachments list can contain a mix of attachments that were uploaded in Salesforce Classic and files added in Lightning Experience.
In the API, any existing integrations that retrieve attachments from the Notes & Attachments list don’t include any files uploaded to the list in Lightning Experience. A new API call is necessary to retrieve files as well as attachments.
Notes created with the old note-taking tool in Salesforce Classic are available from the Notes & Attachments related list only. Any notes created with the enhanced version of Notes appear in the Notes related list only.
For Group Edition users, the Contacts related list doesn’t display on accounts.
When the Opportunity related list is used on a contact record to add a new or existing opportunity to the contact, Salesforce adds the contact to the Contact Roles related list on the opportunity.
Lightning Experience merges a product’s standard and custom price book entries into a single Price Books related list. This is different from Salesforce Classic, which has separate related lists for Standard Prices and Price Books.
If you previously removed the Price Books related list because your org uses standard prices only, you should add it back to the Product page layout so your users can see standard prices in Lightning Experience.
On the detail page for objects that support activities, Lightning Experience doesn’t display the Open Activities and Activity History related lists along with other related lists. It displays the activity timeline instead. Objects that support activities include opportunities, leads, accounts, contacts, contracts, and custom objects on which you enable activities.
These features aren’t available on object home pages in Lightning Experience.
Quick Create tool
Access to object-specific reports
Any of the tools in the Tools section
Summary report tool
These list view features aren’t available in Lightning Experience.
Following records directly from a list
Sharing list views with groups
Clone list views
Some mass actions, including modifying or deleting multiple items in a list at once or sending mass email
Drag-and-drop scheduling for account, contact, and lead list views
The icon to create a printable view of a list
List views display and behave differently in Lightning Experience.
You don’t go to a new page to create a list view. Instead, you stay on the same page and give the list view a name in a pop-up dialog box. You add filters to customize your list with a panel that slides out on the right side of the page.
You can estrict list views only by selecting All or My. Other options, such as restricting by queue, campaign, or price book, aren’t available.
Navigation through list views has changed. Because list views have infinite scrolling, you can’t specify the number of records to show per page. Also, you can’t navigate through pages with arrow buttons, and you can’t jump to a specific page of results. Jumping to records with names that start with a particular letter isn’t available.
The drop-down menu shows up to 2000 views. The menu loads views in batches of 50 as you scroll down. Recently viewed lists appear first, followed by other list views in alphabetical order. Recently viewed lists and the Search box appear only if there are 11 or more list views.
You can’t change the order of columns by dragging the column heading to a new position in the table. Instead, you change the columns that appear and their order by choosing Select Fields to Display from the List View Controls drop-down menu. If you add or remove a column in Lightning Experience, all custom column widths are deleted. You can switch back to Salesforce Classic to adjust column widths.
Inline editing of fields in a list view is available for list views that contain only one record type. However, the list view can’t use filter logic with OR clauses. You can edit selected fields on multiple records and then save them all at once. Some standard and custom fields aren’t editable inline.
You can select multiple items in a list view to do a mass action on them. But you can’t mass-edit records — that is, select multiple records, modify one field on a record and then apply the change globally to all the records.
List views load only 50 items at once without scrolling. To select more than 50 items, scroll to load the last item and then select the range of items.
Limited row-level actions are available. For most objects, available actions are Edit and Delete. For leads, 2 more actions are available: Convert and Clone. For files, available actions are Edit, Delete, and Download.
Custom buttons are available, but can’t be configured to do record action or mass actions like mass edit or mass delete. For example, an admin can create a button that launches a Visualforce page.
For filter criteria, only these relative date ranges are supported: Today, Tomorrow, Yesterday, This Week, This Month, This Quarter, This Year, Last Week, Last Month, Last Quarter, Last Year.
List views in Lightning Experience don’t support starts with as a filter criterion for ID fields. An ID field is a 15-character field that identifies a record. For example, the Account ID field on the contact object identifies which account a contact is associated with. You can use starts with as a filter criterion for other fields.
In filter logic statements, NOT doesn’t work with parenthetical expressions. For example, the expression 1 AND NOT (2 AND 3) evaluates as 1 AND (NOT 2 AND 3). In the filter results, no records are returned when you’d expect to see some records.
Filters support values only between the minimum and maximum for a signed 23-bit integer, or between 1 and 2,147,483,648. A value outside of this range disables that filter.
The name of the recent records list that displays on the home page for every standard and custom object is different in Lightning Experience. It’s called Recently Viewed. This view isn’t deletable, filterable, or editable. Salesforce admins can use the Object Manager in Setup to select and order columns for this view. Your users can sort items in the view by clicking inside a column header. An arrow in the column header shows if the list items are sorted in ascending or descending order.
Another list view is available for most standard objects via the drop-down list with a name similar to Recently Viewed. The name of this view includes the name of the object. For example, this list view for accounts is called Recently Viewed Accounts. These 2 list views, Recently Viewed and Recently Viewed Objects, show the same records. The Recently Viewed Objects list view isn’t deletable, filterable, or editable. Your users can sort the records and chart this list view’s data. They can switch to Salesforce Classic to reorder the columns displayed in the list view. The columns appear in the new order when the user switches back to Lightning Experience.
The Kanban is not available from the Recently Viewed list view. Users must select another list view before they can switch to the Kanban.
The Kanban shows records for only 1 record type at a time. If your organization uses multiple record types, create a separate list view for each and filter it by record type. Make the new list views public so your users can access them.
The Kanban view displays a maximum of 200 cards.
Drag-and-drop functionality isn’t supported for touchscreens.
Users receive alerts on opportunities with overdue tasks, no open activities, or no activity in the last 30 days. The alerts aren’t customizable.
Leads can’t be converted in the Kanban view, and contracts can’t be activated.
Columns aren’t created for any Lead Status value with a state of Converted.
A column isn’t created for the standard Contract Status of Activated.
Work with Data
Create and Edit Data
Inline editing of fields on a record’s Details tab is available in Lightning Experience. But it’s not possible to edit individual fields in the Highlights panel on a record.
These features aren’t available in Lightning Experience.
Inline editing on records
Editing multi-line layouts
These features aren’t available in Lightning Experience.
Printing a page
Generating a PDF file
The Salesforce sidebar that appears on the left side of most pages in Salesforce Classic isn’t replicated in Lightning Experience. Items from the sidebar aren’t included either, including:
The Tags link and Recent Tags drop-down list
The Create New drop-down list; use the New button on object home pages
The Calendar shortcut; access the Calendar from the navigation menu
The Recent Items list; see recent items on the Home page or on object home pages
Messages and Alerts
The Recycle Bin isn’t available. Records deleted in Lightning Experience still go to the Recycle Bin, but users have to switch to Salesforce Classic to view or restore recently deleted records.
Accessibility mode isn’t provided because it’s not needed in Lightning Experience. The interface is designed according to the latest accessibility standards, so screen readers are supported natively.
The color-blind palette isn’t available in Lightning Experience.
Users with Accessibility mode turned on must switch to Salesforce Classic to use the Report Builder to create and edit reports.
Users with Accessibility mode turned on can use the Dashboard Editor to create and edit Lightning Experience dashboards, but must switch to Salesforce Classic for a fully accessible experience when using the Dashboard Editor.