# Move Lead folder to Account folder on conversion

Keep documents attached to the journey when a Lead becomes an Account.

> Kind: Guide · Updated: Mar 3, 2026

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.

*[video: 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

> **You will need** — CloudFiles 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.
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.
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 visible** — Add 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.