Unable to convert lead in BSB Mode
SummaryWhen using Pega Sales Automation in Business to Business (B2B) selling mode and converting leads to contacts, an error occurs.
The process is throwing a validation error because it is trying to validate the creation of an individual account.
However, in a B2B application, no creation of an individual account should happen.
Error MessagesNo error message but validation fails when attempting to create the individual account.
Steps to Reproduce1) Create Lead (In B2B Application).
2) Convert Lead to Contact (In B2B Application).
Root CauseThe validation logic in the rules did not take this circumstance into account.
Published April 25, 2017 - Updated May 14, 2017