Support Article

Unable to convert lead in BSB Mode

SA-37034

Summary



When 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 Messages



No error message but validation fails when attempting to create the individual account.


Steps to Reproduce



1) Create Lead (In B2B Application).
2) Convert Lead to Contact (In B2B Application).


Root Cause



The validation logic in the rules did not take this circumstance into account.

Resolution



Apply HFix-33485.

Published April 25, 2017 - Updated May 14, 2017

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