Toggle Side Panel
Close search

Activity › Forums › Salesforce® Discussions › Lead Conversion

  • Salesforce® Discussions

    Lead Conversion

    Posted by Parul on August 30, 2018 at 6:00 AM

    How to remove this error unable to convert lead that is in use by workflow without deactivate any automated business process and workflow ?

    • This discussion was modified 7 years, 7 months ago by  Parul.
    • This discussion was modified 7 years, 7 months ago by  Parul.
    shariq replied 7 years, 6 months ago 3 Members · 2 Replies
  • 2 Replies

  • Anurag algoworks

    Member
    August 30, 2018 at 9:25 AM

    Hi Parul,

    This error will appear if the following condition is met:

    There is a time-based workflow action pending that is related to the Lead. Or, there is a Process Builder with a time-based action pending that is related to the Lead.

    • A pending Workflow action can be tracked down by going to Setup | Monitoring | Time-Based Workflow. Then filter on criteria related to the Lead record that caused the error to see which workflow is implicated.
    • A pending Process Builder action can be tracked down by going to Setup I Process Automation I Flows.

  • shariq

    Member
    September 16, 2018 at 1:11 PM

    Hi,

    Solution – 

    You could probably add a checkbox field to the Lead page layout and have the user check the checkbox if they get the error.

    Be sure to add that to your process as part of the criteria: ISBLANK(Checkbox_Field__c) that way, anything with a “check” is excluded.

    Hope this helps.

Log In to reply.

Popular Salesforce Blogs

Popular Salesforce Videos