You need to sign in to do that
Don't have an account?
krishna saw
Lead conversion using flow designer
Hi All,
I am trying to simulate lead conversion using flow designer. I have done the follwoing :-
1. Created a custom object as standarrd Lead.
2. Created a button on it as Convert and passed on the attributes to the flow.
I am facing challange in the flow.
1. I am able to create lookup step as start to do "Account Lookup".
But I am not able to use decison step to connect to it to check if the result is TRUE or False.
If anyone has performed lookup and then checked the result before creating new record using flow. Please share your findings.
Many thanks for your help.
Regards,
Krishna
I am trying to simulate lead conversion using flow designer. I have done the follwoing :-
1. Created a custom object as standarrd Lead.
2. Created a button on it as Convert and passed on the attributes to the flow.
I am facing challange in the flow.
1. I am able to create lookup step as start to do "Account Lookup".
But I am not able to use decison step to connect to it to check if the result is TRUE or False.
If anyone has performed lookup and then checked the result before creating new record using flow. Please share your findings.
Many thanks for your help.
Regards,
Krishna
I am able to create the flow but I am facing another problem while passing values. When I am trying to pass the "Number" data type value to the flow. It is failing stating data type mismatch.
Please let me know if I need to consider anything while passing data Type other than test like Number and Currency.
It has failed for both and I need to take them out before it got executed successfully.
Thanks and Regards,
Krishna