Sales Features: Lightning Experience Considerations

Learn about the issues that your Sales team can encounter in Lightning Experience.

Collaborative Forecasts
  • Collaborative Forecasts isn’t accessible from Setup. Switch to Salesforce Classic to set up and configure Collaborative Forecasts.
  • On the forecasts page:
    • Viewing product family forecasts isn’t available.
    • Viewing quota attainment information isn’t available.
    • You can drill down and up within the forecast hierarchy, but “Jump to” isn’t available.
    • Opportunity split details don’t appear in the opportunities summary.
    • The processing indicator isn’t available.
    • You can’t adjust the column width.
Contracts
The Draft and Activated status picklist values are required. To show users different labels for these picklist values, use Translation Workbench. You can also add other status picklist values.
Orders
  • The Order History and Order Product History related lists aren’t available.
  • You can’t add or edit multiple line items in the Order Products related list at the same time.
  • You can’t create reduction orders or select products to reduce.
  • When you clone an order with products, the products aren’t cloned. Clone the order, and then add products as needed to the new order.
  • Status picklist values aren’t filtered based on an order’s status, so all status values appear in the picklist.
  • The Draft and Activated status picklist values are required. To show users different labels for these picklist values, use Translation Workbench. You can also add other status picklist values.
Opportunity Products
You can't edit dependent picklist fields when adding or editing opportunity products.