Migrate Workflows and Process Builder to Salesforce Flow

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.’

Migrate Workflows Into Salesforce Flow

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.

Migrate Workflows Into Salesforce Flows

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.
How to Migrate Workflows Into Salesforce Flow

4. Now, you can migrate previously created workflows into Lightning Flow by clicking on the Migrate Your Workflow rules to Flows option. Click on it.

How to Migrate Workflows Into Salesforce Flows

5. After clicking on the Migrate Your Workflow rules to Flows option, you will see the Setup of the Migrate to Flow tool. Then, you need to select the Workflow Name that you want to migrate into the flow and then click on the Migrate to Flow button. Here, I have selected the Update Lead Source workflow that I created already.

How to Migrate Workflows and Process Builder Into Salesforce Flow

6. Then, you need to Test the Flow by clicking on the Test in Flow Builder option. It will redirect you to the Flow Builder. Then, you can Deactivate the Workflow. It is optional.

Migrate Workflows and Process Builder Into Salesforce Flow

7. Here, you can see that the Workflow has been successfully migrated into Flow with the conditions and actions that we applied in the Workflow Rule.

How to Migrate Workflows and Process Builder Into Salesforce Flows

8. Then click the Save button to save the flow. We need to enter the Flow Label. The API Name will automatically populate as we click the text box.

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After Saving the flow, click on the Debug button. Then click on the Activate button; always remember to debug the flow before activating it. It’s good practice to use flow.

This is how we can migrate the Workflow Rule into Lightning Flow.

Migrate Process Builder to Salesforce Flow

Using the following steps, we will see how to migrate the process builder into lightning flow.

Prerequisites:

1. We need one process that we can convert into a lightning flow. Here, I have created a process for creating or updating records.

In this process, I have implemented two criteria. When the first criterion is evaluated, the action is to Update the Account Record.

When 2nd criterion is evaluated then, the action is to create a contact record with the Account Name as a Contact Last Name.

How to Migrate Process Builder Into Salesforce Flow

Migrate Process Builder Into Salesforce Flow

2. After Spring 23, you can see the headline on the top of Process Builder that you can go directly with Flow Bilder. Instead of creating a process with Process Builder, go to Flow and do the same logic in Flow Builder.

3. You can also migrate previously created processes into Lightning Flow by clicking on the Use Migrate to Flow Tool option.

How to Migrate Process Builder Into Salesforce Flows

4. To migrate the process builder into the flow builder, log in to Salesforce Org. -> Click on the Setup -> Home Tab -> In Quick Find Box, Search for Process Builder. You will see an option under Process Automation -> Click on Process Builder.

Migrate Process Builder Into Salesforce Flow

5. Now, you can migrate previously created processes into Lightning Flow by clicking on the Use Migrate to Flow Tool option. Click on it.

Migrate Process Builder Into Salesforce Flows

6. After clicking on the Use Migrate to Flow Tool option, you will see the Setup of the Migrate to Flow tool. Then, you need to select the Process Name that you want to migrate into the flow and then click on the Migrate to Flow button. Here, I have selected the Create or Update Records process that I created already.

Migrate Process Builder Into the Salesforce Flow

7. Now, it will show the pop-up window where it will show follows options:

  • Criteria Name: This means your conditional statement, which is present in your process builder. If you want all criteria not needed to be migrated, don’t select those. We can select the criteria that we want in the flow builder.
  • Migratable: Let’s say you have complex business logic in your process builder, which is currently not converted to lightning flow that will show the ‘No‘ option in the migratable column; otherwise, display the ‘Yes‘ option.
  • Schedule Action: If you added any schedule action in the process builder, then it will show that, here, we haven’t added any schedule action.
  • Evaluation Next: We don’t have an evaluation so that it will display the ‘No’ option.
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Then click on the Migrate to Flow button.

Migrate Process Builder Into the Salesforce Flows

8. Then, you need to Test the Flow by clicking on the Test in Flow Builder option. It will redirect you to the Flow Builder. Then, you can Deactivate the Process. It is optional.

Migrate a Process Builder Into Salesforce Flow

9. Here, you can see the process has been converted into the Flow with all criteria and actions. Then click the Save button to save the flow. For that, we need to enter the Flow Label. The API Name will automatically populate as we click the text box. The Description is optional; we can introduce our flow Shortly.

After Saving the flow, click on the Debug button. Then click on the Activate button; always remember to debug the flow before activating it. It’s good practice to use flow.

Migrate a Process Builder Into Salesforce Flows

This is how we can migrate the process builder into lightning flow.

Conclusion

Salesforce is restructuring the Workflows and Process Builder. It emphasizes using Lightning Flows and migrating your old workflows and process builders into Lightning Flows.

I hope you have an overview of Workflows, Process Builders, and Lightning Flows now. We have seen how to migrate workflows and Process Builders into Salesforce Flow.

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