How can I troubleshoot and resolve the issue of “unable to convert lead that is in use by workflow”?

In the context of Salesforce, here are the steps given of how you can troubleshoot and resolve the issue of “unable to convert lead that is in use by workflow”:-

Identify the workflow rule

You can begin by identifying the specific workflow rule which is causing the issue. You can navigate to the setup and then there you can review the action workflow rules that might be triggering when attempting to convert leads.

Checking workflow rule criteria

You can review the criteria of the identified workflow rules to understand when they are triggered. Try to ensure that the criteria are not overly restrictive or conflicting with the lead conversion process.

Review field updates and action

You can check if the workflow rules include field updates, email alerts, or any other action that could potentially interfere with the lead conversion process.

Here is an example given of how you can modify a workflow rules criteria or even action for resolving the issue:-

Public class LeadConversionHelper {

    // Method to check if the lead can be converted without workflow rule conflicts

    Public static void convertLeadWithWorkflowCheck(Id leadId) {

        Try {

            // Get the lead record

            Lead leadToConvert = [SELECT Id, IsConverted FROM Lead WHERE Id = :leadId LIMIT 1];

            If (leadToConvert != null && !leadToConvert.IsConverted) {

                // Check if there are any active workflow rules on leads

                List activeWorkflowRules = [SELECT Id, Name FROM WorkflowRule WHERE TableEnumOrId = ‘Lead’ AND IsActive = true];

                If (!activeWorkflowRules.isEmpty()) {

                    // Iterate through each active workflow rule to check for conflicts

                    For (WorkflowRule rule : activeWorkflowRules) {

                        // Check if the lead is in use by any active workflow rule

                        If (isLeadInUseByWorkflow(leadToConvert.Id, rule.Id)) {

                            System.debug(‘Lead with Id ‘ + leadToConvert.Id + ‘ is in use by the workflow rule ‘ + rule.Name);

                            // Handle the workflow rule conflict (e.g., notify user, log error, etc.)

                            Throw new LeadConversionException(‘Unable to convert lead due to workflow rule conflict.’);

                        }

                    }

                }

                // Convert the lead if no conflicts were found

                Database.LeadConvert lc = new Database.LeadConvert();

                Lc.setLeadId(leadToConvert.Id);

                LeadStatus convertStatus = [SELECT Id, MasterLabel FROM LeadStatus WHERE IsConverted = true LIMIT 1];

                Lc.setConvertedStatus(convertStatus.MasterLabel);

                Database.LeadConvertResult lcr = Database.convertLead(lc);

                System.debug(‘Lead converted successfully.’);

            } else {

                System.debug(‘Lead is already converted or not found.’);

            }

        } catch (Exception e) {

            System.debug(‘Error converting lead: ‘ + e.getMessage());

            // Handle the exception (e.g., notify administrator, log error, etc.)

        }

    }

    // Method to check if a lead is in use by a specific workflow rule

    Private static Boolean isLeadInUseByWorkflow(Id leadId, Id workflowRuleId) {

        List workflowItems = [SELECT Id FROM WorkflowQueueItem WHERE ParentId = :leadId AND WorkflowRuleId = :workflowRuleId LIMIT 1];

        Return !workflowItems.isEmpty();

    }

    // Custom exception class for lead conversion errors

    Public class LeadConversionException extends Exception {}

}