Salesforce is slowly moving to the Flow Builder and restructuring the Workflows and Process Builder. It emphasizes using Lightning Flows and migrating your old workflows and process builders into Lightning Flows.
In this Salesforce tutorial, we will learn Process Builder and Lightning Flows and see Migrate Workflows and Process Builder to Salesforce Flow. This is a popular process automation tool, and I will show you how to get started with it in just a few minutes.
Migrate Workflows and Process Builder to Salesforce Flow
Using the following steps, we will see how to migrate workflows and process builders to Salesforce Flow.
Migrate Workflows to Salesforce Flow
Below are the steps to move the workflow rule to Salesforce Flow.
Prerequisites:
1. We need one workflow that we can convert into a lightning flow. Here, I have created a workflow for Update Lead Source. In this workflow, I have implemented automation to Update the Lead Source when a user creates a new lead record with ‘Industry = Technology & Rating = Hot.’
2. To migrate the Workflow Rule into the Flow Builder, Click on the Setup -> Home Tab -> In Quick Find Box, Search for Workflow Rule. You will see an option under Process Automation -> Click on Workflow Rule.
3. Then, as you click on the New button to create a new workflow rule, you will see a pop-up screen asking for Try it in Flow Builder. Here, you can select the following option.
- Continue with Workflow Rule: After some time, Salesforce will emphasize using Lightning Flows.
- Create in Flow Builder.