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Cannot link Account and Contract records after workflow batch conversion from leads

Posted on 2010-09-17
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Last Modified: 2013-11-24
I followed the steps to create the workflow, but my newly created Account and Contact don't relate. There is nothing in the "Primary Contact" field of the new account, and nothing in the "Parent Customer" field of the new contact.

These were the steps offered by crm_info:

You can setup a workflow that does something like this for you automatically.  A general description of how to do this:

(1) Create a new workflow - based on the Lead entity

(2) Make it an "on demand" workflow

(3) Step #1, create an Account - in the account, map in the appropriate Lead fields

(4) Step #2, create a Contact - again mapping in the appropriate fields

(5) Step #3, update the Lead record to a Status of Qualified

(6) Publish the workflow

(7) Go to the list of leads - select all the leads you want to convert - click the workflow button and select the workflow you just created (do it only 1 lead first, to be sure it works correctly)
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Question by:Amnisos
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Auto1014 earned 125 total points
ID: 33706231
I was able to make this work by creating 3 different workflows.

1)      Create a child WF to update the Primary Contact once the Account is Created the workflow entity is Contact.


2)      Create another child WF from Account to create the Contact record once the Account is created and then attach the first WF as a child workflow.



3)      Create a WF from the lead that creates the account. Make sure the originating lead field is populated properly on the administrative tab or none of this will work. Then attach the 2nd workflow as the child workflow.  And Publish.


attached is a document with some pictures that should help.

Lead-Account-Contact-WF.docx
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Expert Comment

by:Jeff Wight
ID: 33726617
What Auto1014 describes would work.  You may be able to do this in fewer steps.  In the Update Record method, when you select the record to update, you can select records that were created inside the workflow (Entities Created By Steps).  So, you create the Account first, then create the Contact, then Update the Account created by the earlier step.

Not a big deal - just throwing this out as a possibility.
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