Embrace the Future: Migrating from Process Builders and Workflows with RSM

Why Read This Blog? 

You may have heard about the end of support for Process Builders and Workflows and transition to Flows in Salesforce. Perhaps you’ve even read all the documentation and have an action plan in place. So, why should you read this blog? At RSM, we have a unique perspective on this issue, and we’d love to share our approach with you. 

What This Means and When to Act 

How urgently do you need to address this change? According to Salesforce, support will officially end on December 31st, 2025. Although your existing Process Builders and Workflows will technically still continue to function, if they happen to break or a bug occurs due to Salesforce updates, you’ll be left to troubleshoot on your own. So why wait? Sometimes, change brings about an opportunity for process improvement that’s simply too valuable to ignore.  

Think about this as your chance to ensure that your automations remain seamless while also enhancing their functionality. By acting now, you can avoid the stress and potential downtime associated with unsupported tools. Plus, you will have the opportunity to take advantage of the latest features and improvements offered by Salesforce Flow. Salesforce Flow is an upgrade from Process Builder and Workflow. It gives you more flexibility, powerful logic, and can handle complex automation, and integrating with external systems. Also, Flows are much easier to troubleshoot with the debug feature. It’s like upgrading from a trusty old car to a sleek, new model with all the latest tech. 

What You Should Do 

At RSM, we view the end of support as the ideal moment to take a closer look at your existing automations, in your org and do some good old-fashioned process improvement and tech debt cleanup. Who doesn’t love a good tech debt cleanup? This is an excellent time to engage with stakeholders by asking questions like: Is this old automation still relevant? Are there any new features available in Salesforce? Salesforce continually evolves, adding improvements to Flow such as the ability to bulk update records, create compelling visual interfaces and even invoke integrations! How can we elevate the user experience? Can we find efficiencies in other similar workflows/process builders and even existing flows and combine automation to help improve processing speeds? We should also consider governance limits and order of operations when combining flows. When we consider these together, we can create a much smoother user experience. 

Migration Paths from Process Builders to Flow 

Salesforce provides several options and tools to help you migrate from Process Builders to Flow. Here are some key steps and considerations: 

1. Use the Migrate to Flow Tool: Salesforce has a specific tool designed to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions[3]. This tool simplifies the migration process and ensures a smooth tranition of your automations. 
2. Phased Transition: Salesforce recommends a phased approach for transitioning to flows[2][1]. Start by verifying whether the process builder is active, then check for the corresponding flow. Deactivate the process builder, activate the equivalent flow, and test its behavior. This method helps minimize disruptions and allows for comprehensive testing. 
3. Process Builder to Flow Mapping: Utilize the process builder to flow mapping provided by Salesforce[1]. This mapping helps you identify equivalent flows for your existing process builders, making the transition more straightforward. 
4. Customization and Optimization: The new flows created from the managed package are inactive by default[2]. So use them as a starting point for customization. Any changes made to the existing process builders must also be applied manually to the new flows. This presents a valuable opportunity to optimize and improve your automations. 

Why Choose RSM? 

It’s no secret that Salesforce has a tool to help you migrate from Process Builder to Flow, which is great. Does it work? Yes. Is it easy? Yes. But does it accomplish true process improvement? That’s where RSM sets itself apart. At RSM, we take a deep dive into your current automation and find ways to create efficient flows which will enhance your user experience and provide process improvement. That’s the essence of the agile approach. Driving process improvement offers your users a better experience, while also boosting productivity overall. Taking the time to do this the right way will pay off for you in the long run. 

This is not simply just about migrating Process Builders and Workflows; it’s about improving these automations for a better experience. RSM uses coding and automation best practices to deliver the most efficient automation improvements. 

Ready to take the next step? Let RSM be your partner on this journey. Together, we can turn this transition into an opportunity for growth and efficiency. 

References 

[1] Process Builder to Flow Migration – Salesforce 

[2] Learn About Migrating from Process Builder to Flows – Salesforce 

[3] Move Processes and Workflows to Flow Builder with the … – Salesforce 

Holly Worz

Holly is a seasoned Senior Salesforce Consultant with over 6 years of experience in the Salesforce ecosystem. Specializing in Salesforce implementation, customization, and optimization. Holly has worked on numerous projects across diverse industries, delivering tailored solutions that drive business growth and efficiency. With a deep understanding of Salesforce best practices and a commitment to continuous learning, Holly excels in translating complex business requirements into scalable and user-friendly Salesforce solutions.

Contact our team to learn more!