0

Requirement: The registration date on Contact needs to be updated to Today() if lead is converted.

Process Builder Solution: In criteria, I checked isConverted and ConvertedContactID as not null, in Immediate Action, I tried to set registration date to Today for the "[Lead].Converted Contact ID" record.

Issue: It is only working for new contacts during lead conversion but if you chose existing contact then it does not update the date value in Contact.

Is there any simple way to stamp for existing contacts as well?

|improve this question|||||
  • I haven't had time to go through and test this, but there's a good blog post on advanced lead conversion with process builder that gives an example similar to the one you're facing except that it's updating the account - douglascayers.com/2016/06/26/… - perhaps this could help you. The blog post doesn't make any mention of checking for ConvertedAccountId as not null, so perhaps that check isn't required. – Robert Watson Mar 29 '17 at 17:06
  • Perhaps you should use the Lead Field Mapping features and let the Contact detect it has changed and self-update – cropredy Apr 3 '17 at 6:23
  • @cropredy I missed to tell that if Lead Source = Web then we need to stamp the date in Contact. Anyway thanks for the suggestion. – Mahesh Raghuraman Apr 5 '17 at 15:04
0

Below solution was recommended by SFDC support:

To overcome the process builder limitation of not finding the existing contact ID on conversion, I have to use flow.

Process Builder: Fires on lead conversion and passes the ConvertedContactID to Flow.

Flow: Will query the contact, check if the registration date is null then stamp the current date.

Please let me know if you need me to share the code.

|improve this answer|||||
0

In Spring'18, I have noticed PB is capable of recognizing and updating existing contact upon lead creation. So you can update the field in contact (irrespective of new or existing) with current date and NO extra flow is required for such operation.

|improve this answer|||||

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.