Migrate to Flow

This presentation, offers advice on migrating from Workflow Rules and Process Builder to Salesforce Flow.

• The “Migrate to Flow” tool is recommended for converting Workflow Rules, with a reminder to activate the new Flow and deactivate the old Workflow Rule afterward.
• For Process Builder migration, the document advises to:
• Document Process Builder Labels (not API names)
• Locate the corresponding Flow in the “Flow” section.
• Open the Flow and “Save as New.”
• Thoroughly test the new Flow.
• An alternative method using the “ConvertToFlow” app is mentioned, but with a caution to install and test it in a sandbox environment first, as it involves unmanaged packages.
• The presentation also includes a slide on “Record-Triggered Flow Run Order,” which explains how to control the execution sequence of before-save and after-save flows for the same object, ensuring consistent results and enabling better organization of automation processes.