lead-conversion — process narrative

Lead → Household Conversion

18 Flow(s) · 0 Task creation(s) · 4 Apex class(es) · 1 trigger(s) on related SObjects.

New lead capture through to account/household creation, including PPVT referral, business referrals, and direct leads.

Focus SObjects: Lead, Account, Contact

Flows involved

Flow	Trigger	Creates Tasks	Updates Objects
ACR \| Household Updates	AccountContactRelation (CreateAndUpdate)	—	—
ADMIN Create Household	Flow	—	—
Household \| Status Cascade to Related Accounts & Contacts	Account (CreateAndUpdate)	—	—
Household and Relationship Creation on Lead Convert	AutoLaunchedFlow	—	—
Individual \| Create Household (On Lead Conversion)	Account (Create)	—	—
Individual \| Primary Contact Details Cascade to Household and Entities	Account (Update)	—	—
Lead after update	Lead (Update)	—	Task
Lead and Referral \| Update to Account Owner on Create	Lead (Create)	—	—
Lead Before Save	Lead (CreateAndUpdate)	—	—
PPVT \| Initial Lead Setup on Lead Creation	Lead (Create)	SetSubject	—
PWG: Convert Lead	Lead (Update)	SetSubject	Account, Task, Opportunity, Contact
Set Record Type as Umbraco Lead	Lead (Create)	—	—
Wealth Mgmt: Update Household Account Status	AutoLaunchedFlow	—	—
WM_MF_Lead_AFI_Create_Contact_Lead_Complete_Pre_Screening_Task	Lead (Create)	SetSubject	—
WM_RFT_Lead_Before_Creation	Lead (Create)	—	—
WM_RTF_Business_Referral_Lead	Lead (Update)	—	Account
WM_SF_New_Business_Referral_Form_Household	Flow	—	—
Workato Update \| Lead	Lead (CreateAndUpdate)	—	—

Tasks created by this process

None matched.

Apex classes matching this process

Class Name
`HavenHouseholdRollupBatch`
`HavenHouseholdRollupBatchTest`
`HouseholdBulkUpdateBatch`
`HouseholdBulkUpdateBatchTest`

Apex triggers on focus SObjects

Trigger	On SObject
`dlrs_AccountTrigger`	Account

End-to-end storyboard (Mermaid)

Notes & caveats

This narrative is assembled heuristically from the process registry patterns. It will pick up most of the process but may miss Flows/Tasks/Apex that don’t match the naming conventions. Dig into the individual Flow/trigger docs for the authoritative view.