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
John AthitakisJohn Athitakis 

Workflow Field Update (Lead On Convert)

So I'm trying to make a very basic workflow that updates leaders that are being converted (basically just updating one custom checkbox to true), but for the life of me, I cannot seem to get it to actually seem to fire. Basic logic here 

 

ISCHANGED(Status) && OR(ISPICKVAL(Status, 'Qualified to Opportunity'), ISPICKVAL(Status, 'Attached to Account'))&& Accepted__c=False && SQL__c=True
Note that we have rules that required the above two status before conversion (so all converted ops go into one or the other). I have instead also checked it with Converted=True and Is changed on Convert and True but despite it all, the field update never seems to fire. Thoughts? 
Best Answer chosen by John Athitakis
Hargobind_SinghHargobind_Singh
Hi John, I don't think  the workflow rules run on lead-convert by default. You need to contact Salesforce support to enable this feature on your org. e.g.: 

https://success.salesforce.com/ideaView?id=08730000000BrlcAAC