Boost recurring donations this giving season with the upsell prompt!Overview
Soapbox Engage uses the Salesforce Lead Status Closed - Converted as part of the automated Lead conversion process.
If Closed - Converted is unavailable as a converted Lead Status or is not included in the Lead Process used by a Soapbox Engage app, Lead conversion may fail with an error similar to:
execution of AfterInsert caused by: System.DmlException: ConvertLead failed. First exception on row 0; first error: INVALID_STATUS, invalid convertedStatus: Closed - Converted: []: (sbxd)
If you receive this error, review the Salesforce Lead Status and Lead Process settings below.
Why This Happens
Your organization can customize the Lead Status values available in Salesforce. However, Closed - Converted must remain available as a converted status for Soapbox Engage's automated Lead conversion process.
The status must also be included in the applicable Lead Process used by your Soapbox Engage app.
Verify the Closed - Converted Lead Status
In Salesforce, navigate to:
Setup → Object Manager → Lead → Fields & Relationships → Lead Status
Locate Closed - Converted and confirm that:
- The status is active.
- Converted is selected.
If necessary, update the status before continuing.
Verify the Lead Process
In Salesforce Setup, enter Lead Processes in the Quick Find box and select Lead Processes.
Open the Lead Process associated with the affected Soapbox Engage app and confirm that Closed - Converted is included as an available status.
Depending on your Salesforce configuration, you may need to review the Lead Processes associated with Soapbox Donations, Actions, or Events registrations.
If Closed - Converted is not currently included, add it to the appropriate Lead Process and save your changes.
Verify the Fix
After updating the Salesforce configuration, repeat the transaction or test that previously resulted in the error.
Confirm that the Lead is now created and converted successfully.
If the error continues, review the Lead Process associated with the affected app to confirm that Closed - Converted is available and that the correct Lead Process is being used.