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We're in the process of migrating to Lightning and one minor but frustrating gap is when we create an Opportunity off a Contact, in Classic it autofills the Account name of the Contact and then upon creation it automatically creates a Contact Role for that Contact on the Opportunity.

 

In Lightning it does neither of these, is that a feature gap?

3 comentarios
  1. 27 feb 2020, 21:40
    We troubleshooted the issue - @Elna Miller you're correct this is default Lightning behavior thanks! It looks like we had Fullcircle installed in our org and we had replaced the Opportunity 'New' button with a custom action. It looks like a feature gap on their end. Not sure if that helps you @Diane Hackbarth
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