-
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
8 Ways a Salesforce LMS Integration Can Improve Customer Training
Integrating an LMS with Salesforce is beneficial as an LMS acts as a database of learning resources for your salesperson. It can also provide your employees with the band the positive behaviors…
All you Need to Know About No Code Salesforce and Aircall Integration
If you're looking for a way to improve your customer service and sales process, you should consider integrating Aircall with Salesforce. Aircall is a cloud-based…
Top 5 Reasons to Choose Salesforce for Healthcare
Salesforce Healthcare CRM is a medium that lets care providers, doctors, and administrators work as a team more effectively and collaborate to deliver an improved…
Popular Salesforce Videos
Salesforce Developer Tools and Productivity
Kevin Poorman shows how you can use Salesforce Developer Tools and how you can unlock developer productivity. Watch this video to learn more.
How to setup Visual Studio Code for Salesforce ? | Link VSCode with Non Scratch Org using SFDX CLI
Hello Trailblazers, In this video, we're going to learn how we can setup vscode for Salesforce development. I am going to tell you how you…
Public Groups In Salesforce | Salesforce Development Tutorial
Public Groups In Salesforce. In this video, the following points will be covered - 1. Introduction Get a brief introduction about public groups. 2. Purpose…
