The "Quick Convert" flow actions allows you to directly convert a Lead record based on a Search Result or a given Record ID. If the Lead can be matched to a Contact or Account, decide to convert into the existing records instead of creating a new records.
Step 1 Store a Record ID or Search Result to serve as input
The Quick Convert flow actions needs a Record ID or Search Result to serve as input for the convert action.
Either store a Record ID in a variable in an assignment, or look for duplicate records in cross object search in the Find Duplicates by ID
flow action. Use the Search Result output to convert into existing records, instead of creating new records.
Step 3 Connect your actions to the start trigger
Make sure your actions are connected to the start trigger. In this example, we're first collecting an ID to search for duplicate records with across objects, after which we use the Search Result output to Quick Convert the records that are matching the Lead.
Step 4 Run the flow
Run the flow by clicking "Run". Quick Convert action result
After running the flow, the action returns parameters that can be used further in the flow. For example, show a screen with links to the Account, Contact, and Opportunity that are created in the convert action.
||A boolean that returns "True" or "False".
||The Account record ID.
||The Contact record ID.
||The Opportunity record ID.