Leads: What’s Different or Not Available in the Salesforce Mobile App

Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.

  • Lead conversion:
    • You can create opportunities, but you can’t select existing ones.
    • You can’t select lead sources across duplicate records. The lead source defaults to the duplicate contact.
    • You can’t create related tasks during the conversion, but you can create tasks from the contact record.
    • You can’t automatically notify owners of converted leads.
    • Account details aren't auto-populated when creating an account.
    • You can choose an existing account or create one. To create an account, tap the Account field on the record and select New.
    • You can view Converted Leads only from the Recent Leads list view. Converted Leads don't appear in any other list views in Salesforce for Android and iOS.
    • You can convert leads without company information to existing business accounts even if person accounts are enabled. In Lightning Experience, leads without company information must be converted to person accounts.
  • The Find Duplicates and Unlock Record buttons aren’t available.
  • You can’t merge leads.
  • The Lead History related list isn’t available.
  • When you add a lead, the Campaign field isn’t available. You can add a value to this field in the desktop Salesforce site.