Convert Scheduled Actions to Paused Flows
This article will explain how to convert your process builder from using scheduled actions to using paused flows. Please review this blog post prior to reading this one, it will help further explain deleting paused flow interviews. You may have run into one of the following issues when using either time-based workflow or a process builder using scheduled actions:
- Cannot delete a record with a paused flow
- Cannot convert a Lead with a paused flow - receive error 'Unable to convert lead that is in use by workflow'
- Cannot activate a Contract with a paused flow
If a user wants to convert the Lead prior to this date, they receive an error Unable to convert lead that is in use by workflow. The solution from Salesforce is to go to Setup | Paused Flow Interviews and delete the paused flow that is causing the issue. Good luck in finding which one it is if you have many to choose from! Our recommendation is to replace the scheduled actions with a paused flow.
How to Convert Scheduled Actions to Paused Flow Interviews
Here is a view of the entire process builder you will need to build in order to replace the scheduled actions with flows, so your users can convert Leads without getting an error. You will need one process builder, two flows and a custom text field on the Lead. This AppExchange package contains one of the flow and the custom field you will need.
This flow looks for a Flow Interview Record that has a Flow GUID = Lead Flow Id. If it finds a match, it deletes the record. Here is an overview of the flow, this flow is part of this AppExchange package.
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