I have a time-based workflow on my lead, which acts on a date field. If a lead is inactive for 30 days, then it is assigned to a queue. The problem is that a lead cannot be converted if I have this workflow active. So, I added a checkbox to the lead object, and when this checkbox is ticked, the workflow is broken. The problem now is that I obviously don't want to click that checkbox everytime before I want to convert a lead, so I was wondering if there is an easy way of doing this behind the scenes?

Option 2 of the answer by @jpmonette sounds very good, I was just wondering whether I need to rebuild all the logic of converting a lead, or is there a possiblity to create a link to that process?


Here are two options:

  1. Use a Scheduled Apex running on a daily basis replicating the logic of that Time-based workflow.
  2. Keep that checkbox & create a replica of your Convert Lead button, with some JavaScript to automatically populate that checkbox on click.
| improve this answer | |
  • Thanks @jpmonette - for option 2, is it possible to link to all the convert lead logic when I create a new button, or will I have to create a New Account, New Opportunity myself? – Lily Nov 14 '14 at 16:53

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.