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I need to change the owner of leads if the lead is not converted after 24 hours. I built a flow that puts the lead in the flow with the wait of 24 hours, however when I went to test it, found out that you can't convert a lead that is in a flow, so if they go to convert a lead before 24 hours is over they can't. I need to be able to let a user convert a lead at anytime.  Anyone know the best way to go about this? #Flow #Convert Lead

1 risposta
  1. 31 lug 2023, 17:00

    Yeah, you can't do this currently--ran into it myself. Your best bet to accomplish this declaratively is to run a daily scheduled flow that would check if a lead is more than 24 hours old and change the owner at that point. The challenge is you might have a lead that is up to almost 47 hours old if it were created a few minutes before the scheduled daily flow runs so it's not quite 24 hours old and then would wait until the next day's run to be 'caught'. Or, if you run it daily for anything created the day before you could have a lead come in after hours that nobody has had a chance to work with yet that would be reassigned too quickly. This may end up being a use case for which a scheduled Apex job is the best fit, or you'll have to accept some tradeoffs/limitations.

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