I want to do a data check and then confirmation when someone clicks convert on a lead.
My thought was to override the convert button to call a flow. It can check any fields and show whatever.
The problem I'm facing is when the flow is done, how can I call the standard conversion page?
Or is there a better way?
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Hi Ben, You can customize the standard lead conversion process using a visual force page. There are a lot of resources about coding a custom conversion. I am not aware of a way to declaratively call the standard lead conversion page.
If you want to avoid custom code, you could require a data check before conversion.
1. Add a new button or flow on lead layout called "Data Check" .
a. Use flow to perform data checks and update a field 'ready to convert. User will click this before converting.
b. Require that field to be set for any lead conversions.
