I have also created a process using Process Builder that updates a Lookup field (type = Contact) on newly created Leads.
The problem I am having is that they won't play together.
If the process is Inactive, the Web Lead gets created. If the process is active, then the Web Lead doesn't get created at all.
If I manually create the Lead in Salesforce, then the process is triggered and sets the field correctly.
This is, I assure you, not what I was going for. :-)
Description of the Process:
1. Start
2. Object and when to start: Lead, only when a record is created
3. Action:
- Criteria: only when conditions are met
- (set of acceptable values on a field identifying the web source)
- Conditions: any of the conditiions are met (OR)
4. Immediate Action:
- Record: [Lead]
- Criteria: no criteria, just update the record!
- Field values: {Lookup(Contact) field} --> ID = {desired 18 digit Contact ID}
5. Stop
Any ideas why the process would prevent the creation of the Lead when it is coming in via Web to Lead?
Thanks!
6 risposte
You are smarter. :-) It looks like you deleted your answer that appears to be the correct answer. It's the bug you referenced. (I finally got the emails identifying it.)
https://success.salesforce.com/issues_view?id=a1p300000008XMLAA2
