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yem583
Lead Conversion Doesn't Trigger Workflow Rule
It appears that my workflow rule which should be triggered when a lead record is updated and the lead status = closed - converted, only is triggered if I click edit and manually update the status. My rule is not triggered when I click lead conversion even though the status is updated to closed - converted. Is there anyway to trigger a workflow rule when a lead is converted?
Where do I go to log a case?
could you please advise if you got your workflow to fire please?
I have the same issue and now is already post summer 2009.
would logging a ticket with premier support help?
thank you very much.
Not sure if this will work, but try this:
Under Setup -> App Setup -> Customize -> Leads -> Settings
There is is a checkbox that says, "Enforce Validation and Triggers from Lead Convert"
Make sure that is checked.
Hope that helps!
Whyser,
Thank you very much for your reply!
We only have the following checkboxes available for some reason....
1. Lead Queue Settings:
The queue or user that will own a lead when assignment rules fail to locate an owner:
• when a lead is saved with the auto-assign checkbox selected
• when a lead is captured online
Notify Default Lead Owner <= a CHECKBOX.
2. Lead Conversion Settings:
Do Not Change Lead Status Values to New Owner's Record Type on Lead Conversion <= a CHECKBOX.
**** Did you have to log a case to enable this feature? I read another post below..
Enable Workflow on Lead Conversion for Everyone
http://ideas.salesforce.com/article/show/10092951/Enable_Workflow_on_Lead_Conversion_for_Everyone
Thank you very much!!!
@trublu
no prob, check this out
https://na5.salesforce.com/help/doc/en/customize_leadsettings.htm
Looks like it will run your workflow actions according to the descriptions on that page.
It also says it's available in Group, Professiona, Enterprise, Unlimited, and Developer Editions... is that what your Salesforce instance is? Sounds like it covers everything though.
What about permissions, does your profile have "Customize Application" checked?
If all these things check out, then I think your next best move is to log a case to Salesforce asking why this isn't there.
Thank you, Whyser!
I will log a case, as I already have the system admin profile!
This is the setting and the popu explains the actions. Hope this helps