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While completing the 'Convert and Assign Leads' unit of the 'Leads & Opportunities' trail, I accessed My Trailhead Playground and attempted to follow the steps to convert a lead.

I noticed some very interesting behaviour, whihc I think might be a bug/defect (but I'm happy to be advised otherwise, as I'm likely missing something obvious):

- When looking at a Lead via a mobile device (iPhone 6, Safari browser) the 'Convert' button doesn't appear.

- When going through the same process via a laptop (Chrome browser, Windows 10), the 'Convert' button appears.

Until I checked the Lead tab via my laptop, I spent some time checking permissions but ruled that out as a likely cause.  For reference, I was accessing the Lead as a System Administrator with default permissions to create/edit Leads, Accounts Contacts, and Opportunities. In addition, the 'Convert Leads' permission was also enabled.

Is anyone aware of any configuration that changes the display of buttons on tabs based on the method of access (i.e. mobile browser vs. desktop browser)? 

Thanks,

James
3 answers
  1. Jun 20, 2017, 10:04 PM

    Hi James ,

    Please check "Enable Conversions on the Salesforce1 App" on Lead Settings .

    Thanks ,

    Raj

     
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