Using Flow to create a custom object record and assign an Account when a Lead is converted

We can use a Record-Triggered Flow based on the Lead conversion to Create the Implementation__c record and populate the Account field with the converted Account’s Id.

As a best practice, be sure to build and test Flows in a Sandbox before deploying to a Production environment.

Step 1: From Setup, navigate to the Home tab. In the Quick Find search box, search for Flows. Click on Flows to navigate to the Flow setup page

Step 2: Select New Flow from the top right side of the page. A new window will open - select Record-Triggered Flow, then click the Create button

Step 3: The Flow Canvas is now open - from here, we will configure the Flow logic necessary to create an Implementation__c record when a Lead is converted.

For the Entry Criteria, select Lead as the Object, and configure the trigger to run when a record is created or updated
Set the Condition Requirements to All Conditions Are Met and then add the IsConverted field, and check that it is equal to {!$GlobalConstant.True}
Select to run the Flow ‘Only when a record is updated to meet the condition requirements

- this ensures the Flow is only triggered when intended - at the point of Lead Conversion

The Flow should be optimized for Actions and Related Records since we will be creating a related record when it is triggered.

Step 4: Underneath the Start element on the Flow canvas, click on the ‘+’ icon - search for the Create Records element. Click on Create Records to add the element to the canvas

Step 5: Configure the Create Element:

Add a Label for the Element

- we will call it Create Implementation Record in this example. The API Name will populate automatically. Be sure to add a good Description, as well

Select One for how many records to create (this is the default selection) since we want to create one related Implementation record for the converted Lead
Select Use separate resources, and literal values for How to Set the Record Fields
Search for the Object for which we want to create a new record

- in this example, we find the Implementation object

Under Set Field Values for the <ObjectName>, start adding the fields which should be set on the newly created record

- for this example, we will set the following:

a. Account__c
b. Implementation_Date__C
c. Product_Category__c
d. OwnerId

Additional Fields can be added using the + New Field button
Set the mappings & values for each field

- these can be modified to meet your unique use case.
- Be sure to select the values from the dropdown and not copy/paste what is shown here:

a. Account__c = {!$Record.ConvertedAccountId}
- this represents the Account to which the Lead was converted to in the conversion process

b. Implementation_Date__c = {!$Flow.CurrentDate}
- this sets the Implementation Date to the date the Flow is triggered (when the Lead is converted)

c. Product_Category__c = {!$Record.ProductInterest__c}
- this sets the Product Category value to the Product Interest value which was selected on the Lead

d. OwnerId = {!$Record.OwnerId}
- this sets the value of the Implementation Owner to the same User who owned the Lead

Step 6: In the top right, click Save to save the Flow - be sure to give it a good name and Description

Step 7: As a best practice, be sure to build and test this Flow in a Sandbox. Be sure the Flow is saved, and then click ‘Activate to activate the Flow. Navigate to an unconverted Lead record, and begin the conversion process

- after conversion, a new Implementation record should be successfully created, and it should be related to the Converted Account.

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Written by: Zack Terry | Salesforce Answers Leader
Zack Terry is a Senior Salesforce Solution Architect at Fast Slow Motion, which aims to be a blessing to business leaders by helping them implement and maximize their use of the Salesforce platform. At the time of writing, Zack has worked in the Salesforce ecosystem for nearly a decade, holds 20 Salesforce Credentials, and has achieved the rank of “All-Star Ranger” on Trailhead. He regularly participates as an Answers Leader in the Salesforce Trailblazer Community.

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Using Flow to create a custom object record and assign an Account when a Lead is converted

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