Workflow Rules and Process Builder

Salesforce is Retiring Workflow Rules and Process Builder. What Now?

Workflow Rules and Process Builder are going away.

Salesforce announced back in 2021 that they would be retiring Workflow Rules and Process Builder. In an effort to consolidate tools that had overlapping/redundant automation capabilities, Salesforce is phasing out Workflow Rules and Process Builder and focusing on Flow as the tool of choice.

So, why Flow?

If you’re a Salesforce customer, you know that one of the big advantages that Salesforce offers is the ability to automate a wide variety of tasks on one scalable platform. By going all in with Flow, Salesforce is ensuring that its customers will be equipped with a powerful tool that will provide org-wide capabilities and insights, and prevent the fragmentation that comes with disparate toolsets. Some of the major advantages of Flow include:

  • Better performance, especially for high-volume automation
  • Easier error handling/troubleshooting/debugging
  • The ability to extend and reuse flows throughout your org

In addition, getting on board with Flow means you’ll be better positioned for future Salesforce updates since they have plans to build some new tools on Flow, as well as convert existing tools over to Flow functionality.

When is this happening?

While the initial retirement announcement was made more than a year ago, the time to switch is now. Salesforce began turning off the ability to create new Workflow Rules with the Winter ‘23 release, and plans to begin turning off the ability to create Processes with the Summer ‘23 release. While existing Workflow Rules and Processes will continue to function, Salesforce will no longer develop Workflow Rules and Process Builder, and expects to begin phasing out support for those tools by 2025.

Timeline for retirement of Salesforce Workflow Rules and Process Builder and the switch to Flows in Salesforce.

What does this mean for Salesforce customers?

If you’ve been a Salesforce client for a few years, you likely have automations that need to be migrated to flows. Workflow Rules and Processes can impact everything from deal management to updating case statuses. Chances are, there’s a lot to update. But before you dive in, we recommend taking a step back and evaluating what still works for your business vs. what needs to be improved or changed. When you’re ready to proceed, you have a couple of different options.

Option 1 – DIY

If you feel comfortable going it alone, there are a few resources available that will help you make the switch to Flow.

  • The Migrate to Flow tool for converting Workflow Rules to flows was released by Salesforce in Spring ‘22, and the ability to use the same tool to migrate Processes was added with the Spring ‘23 release. The tool offers simple one-to-one conversions, with some limitations.
  • If you’re new to flows and want to learn how to build, test, and distribute them, check out the Build Flows with Flow Builder trail on Salesforce Trailhead. Note that we do not recommend migrating dozens of Workflow Rules and Processes if it is your first attempt. Start slow and test thoroughly!
  • The Salesforce Automation group in the Salesforce Trailblazer community is a great spot to ask flow-related questions and learn from fellow trailblazers.

Option 2 – Stick the Landing with an Expert

The migration to Flow is more than just a simple automation update. If you use the migration tool to simply perform one-to-one updates, you are missing the chance to examine the way you’re currently doing things and find areas of improvement for your business.

At Fast Slow Motion, we’re pros at automation. We’ve completed more than 1,650 projects for 700+ clients. But it isn’t only our experience that sets us apart. We are a team of entrepreneurs, business operators, and Salesforce experts – C-level thinkers who come alongside you to tackle what matters, and deprioritize what doesn’t.

We’ll help you approach the migration to Flow in the way that’s best for your business, providing you with a concrete plan for what to focus on first, what to focus on later, and what to deprioritize altogether. We’ll help you make the most of the opportunities presented by the switch to Flow, and ensure that your business is positioned for growth.

The Fast Slow Motion team helps you prioritize what to focus on first, what to focus on later, and what to deprioritize altogether so that you can make the most of any opportunity.

Need help? Contact us today to schedule a FREE Health Check. We’ll take a look at your current automations and help you determine the best path forward.

Schedule a free Health Check today!

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