Workflow and status changes, not sure I understand what's going on. RRS feed

  • Question

  • I have a workflow that creates a Contact when a Lead record is created. Once a Lead record has been qualified, the workflow should update the newly created Contact record also, but after qualifying - the workflow gives an error saying it can't find the original Lead record. What am I doing wrong?
    Monday, February 17, 2014 1:31 PM

All replies

  • Would you be able to post a screenshot of the workflow? Check if the error "record not found" is about - lead or contact?

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    Monday, February 17, 2014 3:36 PM
  • I am not sure, if workflow will retain connection to Contact in this case.

    What happens if you create lead today and qualify contact after a month ?

    Approach 1:

    Instead do this :

    When you qualify the lead, qualify it to a contact. You will not need a workflow in that case.

    Approach 2:

    Create a custom contact lookup on Lead entity. When you create contact through workflow,set contact in this lookup field.

    Later you can update contact through workflow

    Monday, February 17, 2014 3:48 PM