Productivity Features: What’s Not in Lightning Experience | Salesforce
Productivity Features: What’s Not in Lightning Experience
Learn about the issues to expect when using Salesforce productivity tools in Lightning Experience. Some Salesforce features aren’t available in the new user interface. And some features don’t have full parity with what’s available in Salesforce Classic.
The Salesforce home page is reimagined in Lightning Experience. Home now focuses on top sales user priorities, including the sales reps’ quarterly sales performance and notifications about leads and opportunities.
Home Features Not Available in Lightning Experience
Chatter feed and publisher
Home shows upcoming events for the current day and includes a link to see all events scheduled for the day. But Home doesn’t include a full calendar like is available on the Salesforce Classic home page. Instead, access the Calendar item from the navigation bar.
Global Actions Menu
The contents of the Global Actions menu in Lightning Experience is pulled from global actions in the Salesforce1 and Lightning Experience Actions section on the global publisher layout. Currently, only actions with these action types are supported in this menu.
Log a Call
Create a Record—for events, notes, and tasks
Other global actions on the global publisher layout, including actions that create records for custom objects or accounts or opportunities, don’t appear in this menu.
Activities: Events and Tasks
Overall activities features that behave differently or are unavailable in Lightning Experience include activity views and editing, activity reminders, recurring and follow-up activities, and activities related lists.
Activity Views and Editing
List views for events and tasks are unavailable in Lightning Experience. Users can’t edit events or tasks owned by people below them in the role hierarchy. However, they can use reports to view events and tasks owned by people below them in the role hierarchy. They can also view tasks that they’ve reassigned to people below them in the role hierarchy by choosing the Delegated view in the task list.
Users can’t set or view activity reminders (reminders of upcoming events or tasks due).
Lightning Experience doesn’t support recurring events or tasks, including creating and editing series. However, users can view and edit individual occurrences of a recurring event created in Salesforce Classic.
Lightning Experience doesn’t display the Create Follow-Up Event or Create Follow-Up Task buttons for creating an event or a task on a record. Instead, the composer on a record for an opportunity, a lead, an account, or a contact prefills the Name and Related To fields on events and tasks.
Activity Timeline and Activities Related Lists
On the detail page for objects that support activities, Lightning Experience doesn’t display Open Activities or Activity History along with other related lists. It displays the activity timeline instead. Objects that support activities include opportunities, leads, accounts, contacts, and any custom objects on which you enable activities. You can customize the activity timeline using the Lightning App Builder.
To represent all activities from future to past, the activity timeline displays open activities in the opposite order from the Open Activities related list. Under Next Steps, the timeline displays open activities in chronological order from top to bottom. Undated tasks appear at the top and overdue tasks appear last.
Display and Order of Fields in Activity Timeline
In the activity timeline, you can customize the display and order of fields for events, tasks, and logged calls using event and task compact layouts. However, even if you remove certain fields from a layout, they remain in the timeline because they contain essential activity information. For example, suppose that you remove the due date, the date and time, or the task status fields from the compact layouts. The event start date and time, the task checkbox, the task due date, and the call logging date still appear on activities in the timeline. The description field on events and the comments field on tasks also always appear in the timeline, although they aren’t available in the compact layout. The remaining fields visible in the timeline reflect the fields you include in the compact layout.The icons for activity types (events, tasks, calls, and email) in the timeline aren’t customizable.
Activities: Events and Calendars Only
Event and calendar features that behave differently or are unavailable in Lightning Experience include business hours settings, Outlook appointments, event invitations, calendar views, sharing, and ownership, public calendars and resource calendars, a limit on calendar items displayed, and Cloud Scheduler.
Calendars don’t indicate the business hours selected in personal settings.
You can’t create a Microsoft® Outlook® appointment from a Salesforce event.
Event invitations are unavailable, including inviting others to events, updating invitations to events, accepting and declining invitations, and viewing a related list of invitees.
The calendars in Lightning Experience have no month view or print view. You can’t hide weekends.
List View Filtering
No list views are available for filtering calendars based on the Events or Tasks objects. For calendars created from other objects, list views with the scope My and All are supported, but list views with the scope My Team are not.
Calendar Item Limit
You can view up to 150 calendar items total in the day or week view, including Salesforce events and the items on calendars you create. Suppose that you select a calendar containing enough items to push the total past the limit in that view. Lightning Experience displays an alert and hides items on other calendars.
Calendar Sharing and Ownership
You can’t share your calendars with your manager or other coworkers. Managers in the role hierarchy can use reports to view events owned by people below them in the role hierarchy, but not to edit them.
Only one person can own a meeting. If you reassign a meeting to someone else, it no longer appears on your calendar.
Public Calendars and Resource Calendars
You can’t create public calendars or resource calendars, and if you use Lightning Experience, you can’t view public calendars or resource calendars created in Salesforce Classic.
Lightning Experience doesn’t support Cloud Scheduler meeting requests.
Activities: Tasks Only
Task features that behave differently or are unavailable in Lightning Experience include the task list, closing and reopening of tasks, task assignment notifications, and group tasks.
Display and Order of Fields in Task List
Use compact layouts to customize the display and order of fields for items in the task list. However, certain fields remain in the task list even if you remove them from a layout, because they contain essential task information. For example, suppose that you remove the status and due date fields from a compact layout. The task checkbox and the due date still appear on tasks in the list. The remaining fields visible in the list reflect the fields you include in the compact layout.
Overdue Tasks in Task List
Lightning Experience doesn’t display any overdue tasks when you have more than 1,000 tasks that are overdue. You can switch to Salesforce Classic to view overdue tasks and close them, postpone them, or delete their due dates.
Closing and Reopening Tasks
Suppose that your Salesforce org has a validation rule for tasks; for example, you have to enter a comment before closing a task. If your org has more than one Closed status for tasks, you have to choose a status when you reopen or close a task. If your org has more than one Open status for tasks and you reopen a task, Lightning Experience remembers the last Open status.
Task Assignment Notifications
Lightning Experience displays no option to send an email when you assign a task to someone. It also displays no personal setting to receive an email when someone assigns you a task. However, suppose that you switch from Lightning Experience to Salesforce Classic. In that case, you can receive emails for tasks that you assign to yourself or tasks created with a status of Completed. These options depend on how your Salesforce admin sets up your org.
You can’t assign copies of a task to coworkers.
Notes in Related Lists
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.
Collaborator Access for Notes
When sharing a note in Lightning Experience, you can only give View access to others. Notes does not support simultaneous editing. So, this restriction prevents multiple users from editing a note at the same time, which would result in users overwriting each other’s content.
Integrated Email is fully supported for the Account, Campaign, Case, Contact, Leads, and Opportunity objects only, and not for custom objects. The Person account record type is partially supported: It doesn’t offer Contact merge fields. From records for those objects, you can send email to contacts, leads, and users maintained in Salesforce, as well as to any valid external email address.
Fields available for templates are based on the object from which the template is created, plus user fields. For example, if you have an opportunity record open and create a template, you can add only Opportunity and User fields to your template. Similarly, email templates created for one object are not available for use from other objects. For example, templates created for use with the Lead object are not available for emails sent from opportunity records.
Mass Email is not supported, which means that users can’t access the Mass Email Contacts link from Contacts.
Standard and Extended Mail Merge
The Mail Merge button on Salesforce records that lets users generate Microsoft® Word documents with merged fields from Salesforce isn’t available.
However, if users want to take advantage of merge fields when contacting their customers, users can send individual emails from Lightning Experience that include merge fields from Salesforce records.
Hyperlink Fields in Mail Merge
Hyperlink formula fields are not supported as merge fields.
After you send an email, a task record is created to track the action and store email content. If you sent the email to a contact or lead, the task link is added to the Recent Activity feed for that record. If the recipient is not a contact or lead, a link to the email is added to the Recent Activity feed of the record that was open when you sent the email. The task record doesn’t include a link to access attachments sent with the email.
Email templates in Lightning Experience support rich text and are sent as HTML.
Email templates created in Salesforce Classic (text, HTML with letterhead, and Visualforce) can’t be used in Lightning Experience and vice versa. However, admins can add or remove Salesforce Classic email templates from Lightning Experience
All templates created in Lightning Experience are public. Any attachment in an email becomes public when that email is sent. Users no longer have to share the templates they create.
If you don’t have access to a file, you can’t attach that file to an email or a template. If you select a template that has attached files, you need access to those files to send them. A file attached to an email is publicly available via a hyperlink when the email is sent.
Email tracking and the HTML Email Status related list are not available in Lightning Experience.
Work.com sales-management and service-management tools aren’t available in Lightning Experience. But Lightning Experience users can see thanks badges and skills endorsements that they’ve received in the feed.