Converted Records in Your Workflow
Some or all functionality described in this article is currently unavailable. We are working to restore it. For details, see Known System Limitations.
Including converted records in your workflow allows you to add a workflow icon that will light up when a lead or opportunity is converted to another record type. For example, converting a lead to a contact. To view a list of all workflow customization options, see Workflow System Settings.
Converted Records
Including [Converted] in your workflow system settings will add an icon on your records that is triggered when your record is converted to another type of record.
- If the record that your lead or opportunity is converted to is deleted, the workflow icon will remain lit up.
[Converted] is available for the following entities:
- Leads - Using the leadWorkflowSteps system setting.
- Opportunities - Using the opportunityWorkflowSteps system setting.
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In System Settings |
On Records |
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