-
Unable to convert Lead that is in use by workflow
When you got this kind of error Unable to convert Lead that is in use by workflow and how to resolve without deactivate workflow?
-
3 Replies
-
Hi Parul,
'Unable to convert lead that is in use by workflow.'This error will appear if any of the following conditions are 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.
- The Lead that you are trying to convert is currently in an Approval Process.
- This error can also be seen post-conversion, if a workflow gets triggered and one of its field update actions changes a field that is referenced in a validation rule.
-
Hello Parul,
You should check is there any time-based workflows by navigated to Setup>Process Automation>Flows,
so that you get a list of Paused and Waiting interviews related to a workflow for Leads that you had deactivated,
delete everything in that queue and try again.
-
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
Major Problems That NGOs Face and How Salesforce's NPSP Solves Them
Non-Governmental organizations play a vital role in the growth of any society, community, or country. In many cases, they can also bridge the gap between…
5 Best Salesforce Features for Developers To Look in 2022
With the start of the year 2022, Salesforce's Spring '22 release is just around the corner. Now, it is a wonderful moment to talk about…
Introduction to Quickbooks and Salesforce Integration
Cloud Computing has taken over the operations for enterprises, small and medium scale businesses to the virtual cloud. Operations over the cloud are effective in…
Popular Salesforce Videos
Understanding Approval Process in Salesforce | How to create an approval process?
In this video, Shrey discussed Approval Process in Salesforce in detail and also he covers the following topics: 1. What is Approval Process? 2. How…
How to use Cauzali in Salesforce Service/sales cloud and all of Salesforce industry clouds. Add functionality to your users with Cauzali
With a maximum price of $6.000 a year for your org. You and your colleague can make all the solutions you want including Community solutions.…
Getting your Customer on Track with Salesforce
Hear from Jonathan Gardner, Head of CRM Development First Group, and Lee Holsgrove, Client Adviser IBM as they discuss First Group's transformation bringing together a…
