Hey All,
We have a custom object that associates with a lead on a related list called "Additional Owners", these acts as additional leads associated witht the primary lead. Upon the primary lead's conversion we want all of the Additional Owner records to turn into Contacts associated with the Account created by the primary lead.
I would have assumed that if I used the logic Additional Owners -> Lead -> IsConverted? -> True that my additional object would see when the parent lead is converted and then trigger the process builder. However, this is not working. I'm not getting any flow errors, so my guess is that it's not being triggered at all.
I turned on Require Validation for Converted Leads, but doesn't seem to be making a difference. Any thoughts on why these additional owners aren't becoming Contacts?
Hello John,
If you are looking to convert all the "Child" lead records when the "Parent" lead record is converted, your process should be written on that Parent :Lead object.
I see your process is written on "Additional Owner" object, so this will not be triggered when "Lead" object is converted.
