Migrate Workflows and Process Builder to Flow in Salesforce

Migrate Workflows and Process Builder to Flow in Salesforce

Need to migrate Workflows and Process Builder to Flow in Salesforce? Migrating your old automations can be intimidating, but taking on the project step by step can make it feel doable.

Migrate Workflows and Process Builder to Flow in Salesforce

Migrate Workflows and Process Builder to Flow

First, document all existing automations. This process will help you understand all the pieces of the system. You can take this opportunity to streamline and understand how everything works, as well as firming up your documentation for future admins and developers.

If you find unneeded automations, they can be deprecated right away and you don’t need to worry about migration for those automations. This can be a painful and frustrating project, but once everything is well defined, it will be much easier to build new Flow automations to replace your existing Process Builder work.

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Migrating old automations to Flow can feel like it doesn’t fit within your normal workload, with your existing team. It can be a large project that would be great to take on when you have capacity. Migration can be a great project to bring in a consultant to help tackle, someone who can step in to work alongside your team for the limited duration of the migration.

A consultant can work in a development environment or sandbox to build new Flows and then work closely with your team to deploy the new automations to production.

For each object that triggers automations, try to migrate all automations at one time. That way you don’t have to troubleshoot a complicated combination of Flows and other automations at the same time.

You don’t need to migrate all automations on the same object into one Flow. It may be a lot easier (and make more sense) to organize your business processes into multiple Flows, even if they are triggered by the same object.

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You don’t have to migrate everything at the same time. That would be overwhelming and more risky. Based on your initial documentation, select automations which you can migrate step-by-step.

Migrating your existing automations to Flow in Salesforce can be a large and scary project. However, the process of documenting and streamlining your automations should decrease your technical debt and ensure everything continues to run smoothly.

Whether you decide to bring in external help or do the migration yourself, start with documentation, take it step by step, test the new automations in a development environment or sandbox, and deploy to production carefully.

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