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dietcoladietcola 

convert via field update?

Is there a way to use a Workflow Rule and/or Field Update to convert a Lead?  Or must a user click the Convert button no matter what?

 

Thank you!

Best Answer chosen by Admin (Salesforce Developers) 
jkucerajkucera

You can't directly convert using a workflow rule, but you could have a workflow rule trigger a Lead trigger, which could convert the lead. 

 

Check out the Apex dev guide for details on how to convert leads using Apex:

http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm

All Answers

jkucerajkucera

You can't directly convert using a workflow rule, but you could have a workflow rule trigger a Lead trigger, which could convert the lead. 

 

Check out the Apex dev guide for details on how to convert leads using Apex:

http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_convertLead.htm

This was selected as the best answer
dietcoladietcola
Yes, I've been trying to avoid Apex, but it looks like that may be my solution.  =)  Thank you!