How to get field dependency to work during Lead conversion in Salesforce

We are going to create a Record-Triggered Flow for this use case.

Note: Make sure Controlling and Dependent picklist fields (i.e. Membership Tier and Membership Price) on both Lead and Membership object have the same picklist values and dependencies.

For instance:
'Membership Tier' has picklist values ('Tier A', 'Tier B') and 'Membership Price' has picklist values ('Value 1', 'Value 2', 'Value 3', 'Value 4').

If on Lead object, the dependency is set in a way that if you select 'Tier A' on the 'Membership Tier' field, you can see 'Value 1' and 'Value 2' are available under the 'Membership Price' field and if you select 'Tier B' on the 'Membership Tier' field, you can see 'Value 3' and 'Value 4' are available under the 'Membership Price' field.

On the 'Membership' object, if the dependency is set in a way that if you select 'Tier A' on the 'Membership Tier' field, you can see 'Value 1' , 'Value 2' and 'Value 3' are available under the 'Membership Price' field and if you select 'Tier B' on the 'Membership Tier' field, you can see 'Value 4' are available under the 'Membership Price' field.

Now, if a 'Member' lead type is converted having the 'Tier A' on the 'Membership Tier' field and 'Value 3' is selected under the 'Membership Price' field, then the Flow will fail and throw an error "We cannot convert this lead because some values are restricted on the contact, account, or opportunity. Ask your admin to check the field mappings."

So, make sure the Controlling and Dependent picklist fields match on both the objects.

In order to create a Record-Triggered Flow, follow the steps provided below:

Step 1: Login to your Salesforce account. Click on the Gear Icon in the upper right corner of your screen and select Setup

Step 2: From the Quick Find box, search for Flows and select the New Flow button

Step 3: Select Record-Triggered Flow and hit the Create button

Step 4: Once the Flow canvas opens, set up the trigger on the Lead object (which is our source object). The trigger is set to fire whenever a lead is converted and 'Member' Lead Type (Lead_Type__c) value is selected

Here, the Lead Type is a custom picklist field on the Lead object where one of the picklist value is 'Member' denoting that it is a Membership type Lead.

In the Start element, provide the following values:

Step 5: As the trigger is set on the Lead record, now bring the Create Records element on the canvas which will be used to create the Membership record on the conversion of a 'Member' Lead type

In the Create Records element, substitute the following values:

Step 6: Now connect the Start element and the Create Records element we used so that the connection will be set up

Step 7: In the top right side of the canvas, select Save button and provide the suitable Flow name (It is a best practice to provide descriptions)

Step 8: Finally, click on the Activate button available next to the Save button to activate the Flow

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Written by: Ajaypreet Singh Saini | Salesforce Answers Leader
Ajaypreet Singh Saini is working as a Salesforce Implementation Specialist at Grantbook. Prior to Grantbook, Ajaypreet served as a Salesforce Administrator for 2 years working on Sales Cloud where he was responsible for configuring and administrating complex processes and maintaining security of Salesforce Instance.

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