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Posted on Jun 29, 2023
by Amol Gavai ( Vice President – Business Development)

Transitioning to Flow: Retirement of Workflow and Process Builder

Salesforce has initiated the process of shifting away from Workflow Rules and Process Builders, and instead, embracing the more robust functionality offered by Flow Builder. In the Salesforce Production environment, administrators are no longer able to create new Workflow Rules and Process Builders. However, they retain the ability to activate, deactivate, and modify any existing Workflow Rules and Process Builders.

To ensure the longevity and adaptability of your organization, it is highly recommended to migrate all automation to Flow. Flow not only provides a platform for building and refining Workflow Rules and Processes, but also caters to the evolving demands of your business.

What's the next step?

While there is no immediate cause for alarm regarding the retirement of Workflow Rule and Process Builder, we offer a comprehensive solution and a team of skilled resources to guide you through this transition seamlessly.

Although Salesforce's "Flow Migration Tool" is a valuable resource, it performs a direct 1-to-1 migration, which may result in the creation of numerous Flows. Considering the longevity of Workflow Rules and Process Builders, especially Workflow, migrating your existing processes to Flow will require careful consideration.

Rather than simply migrating all Workflow Rules and Processes as they are, it is beneficial to invest time in reviewing them, particularly those that were built some time ago. Adopting a "Rebuild and Enhance" approach would be ideal. This involves mapping out your current automations and determining how they can be consolidated into an optimal Flow, while eliminating any unnecessary elements.

Aress Software is a Salesforce Partner company with a team of Salesforce certified developers and administrators who can provide consultative advice and solutions related to your Salesforce Org. Please feel free to write to me at amol.gavai@aress.com to know more.

Category: Salesforce

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