How to Trigger a Salesforce Flow from a Converted Lead

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  • เผยแพร่เมื่อ 13 ธ.ค. 2024

ความคิดเห็น • 5

  • @NeilMitchellGoodson
    @NeilMitchellGoodson 5 หลายเดือนก่อน +1

    It's important to note, especially for older orgs, that the lead setting "Require validation for converted leads" needs to be ticked for this to work. If that setting isn't active, automations will not trigger from Lead conversion.

    • @corysgood881
      @corysgood881 2 หลายเดือนก่อน

      Bruh you saved my life here. I spent an hour on this bullshit.

  • @robertwynter2464
    @robertwynter2464 8 หลายเดือนก่อน

    very helpful thank you

    • @Rotive
      @Rotive  8 หลายเดือนก่อน

      Glad it was helpful!

  • @itgemjlekherdenetsogt5129
    @itgemjlekherdenetsogt5129 10 หลายเดือนก่อน

    Hi, please i try to create a flow that, after the conversion of the Lead, will transfer all the activity (activity) from the Lead to the created opportunity.
    On the Opportunity, there is a ConvertedLeadId__c field that contains the LeadId after creation. Can you help me ?