function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
m 10m 10 

Financial cloud when i am converting from lead to account error is throwing

User-added image
NagendraNagendra (Salesforce Developers) 
Hi Imran,

Sorry for this issue you are facing.

To use the Financial Services Cloud users need the Financial Services Cloud Standard permission set license. This enables provides access to the standard Salesforce objects and Financial Services Cloud custom objects.

In addition, the Advisor Access permission set is required. This permission set is needed to perform admin functions such as running test classes to convert leads.

Hope this resolves the issue.

Kindly mark this as solved if the reply was helpful.

Thanks,
Nagendra
Meghna Vijay 7Meghna Vijay 7
Hi Imran,

The account Record Type of the account to which you are converting lead is invalid. Check your trigger as it shows the line number from where it is emerging.

Thanks