Convert Person (Lead) Activity | Community
Skip to main content
Jason_Alford1
Jason_Alford1
Level 2
May 6, 2019
Question

Convert Person (Lead) Activity

  • May 6, 2019
  • 1 reply
  • 2284 views

Hi,

Quick question. In your activity log; what do you see for detail on a "Convert Person" Activity Type? We use SFDC as a CRM. I see the sales owners name in the detail.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

1 reply

Priyank_Joshi3
Priyank_Joshi3
Level 5
May 6, 2019

Hi Jason,

With Convert Person flow step you are forcing record to convert from Lead to Contact in SF, with this convert a sales owner is getting assigned that must be the reason of switch in Lead Owner which you observe in activity log.

Thanks!

Priyank

Jason_Alford1
Jason_Alford1Author
Level 2
May 6, 2019

I'm not using the convert person flow step. The sales rep is converting this record from lead to contact in SFDC.

So are you saying you don't see the sales owner in the detail? You see the contact?

Terms & ConditionsAccessibility statement

Loading footer...