When sales converts a Lead, its documents shouldn’t be left behind. This tutorial builds a record-triggered flow that moves the Lead’s CloudFiles folder into the new Account’s folder on conversion.

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Full build, narrated (7 min)

Scenario

Your team collects KYC files on the Lead. On conversion you want those files to live under Accounts/{Account Name}/ in the same storage, without manual drag-and-drop.

Prerequisites

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You will needCloudFiles v5.180+, a connected storage library, and folders auto-created for Leads and Accounts (see Automatic folder structures). Flow actions require a paid plan — see the 403 troubleshooting note.

Build the flow

1
Create a record-triggered flow on Lead
Trigger: record updated, condition IsConverted = true. Run asynchronously to avoid blocking the conversion transaction.
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Flow start configuration
2
Get the Account folder
Add the ⚡ Get Connected Folder action with the converted AccountId. It returns the destination Resource ID.
3
Move the Lead folder
Add the Move Resource action. Source: the Lead folder’s Resource ID. Destination: the Account folder’s Resource ID from step 2.
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Configuring Move Resource inputs
4
Handle the no-folder case
Add a decision: if the Lead never had a folder, skip the move. Unhandled nulls are the most common flow fault here.

Test the automation

Convert a test Lead with files attached. Within ~30 seconds the files should appear under the Account folder. Check CloudFiles Events on the record for the ⚡ Resource Moved event.

✓
Works? Make it visibleAdd the event to a Slack/Teams notification so sales knows documents travelled with the conversion.

Beyond this tutorial

The same pattern handles Case → parent Account consolidation and Opportunity → renewal hand-off. Swap the trigger and the Get Connected Folder target.