Previously, we’ve mentioned how to Auto convert leads in bulk based on entry criteria. But what if you want to automate leads conversion for a large number of records at a certain time and frequency? Then you need to create Schedule-Triggered Flow.
In order to do so, please:
1) Go to Setup -> Flows -> New Flow.
2) Select the Record-Triggered Flow option and click on Next button.
3) How do you want to start building -> Freeform.
4) Provide the Start Date and the Start Time. While scheduling auto-convert leads and expecting several records to process, it’s better to think about the time when it won’t interfere with the users on the org.
5) Click Choose Lead as an Object.
6) Add Condition Requirements.
7) To add New Action element to the screen -> choose Lead -> choose Blink AutoConvert Leads class.
8) Add Label, API Name, Input Values.
10) Link Record-Triggered Flow node with Action.
11) Save and Activate.
12) Go to the lead record. Change the Lead Source to “Other”. Wait until your scheduled time. Check that the lead has been converted automatically.