How to Migrate to Flow (beta)

At the time of writing this article, two important factors to note:

  1. This is in Beta – so please read the details and terms provided in the release notes
  2. This is ONLY working for Workflow Rules, not Process Builders

With the upcoming retirement of Workflow Rules and Process Builders, Salesforce is giving us the tools we need to convert to Flows. In the Spring ’22 release, we are getting the beta version of the Migrate to Flow tool, which allows you to take a Workflow Rule and automatically convert it to a Flow.

I tested this out in a pre-release sandbox with a basic workflow rule; I hope to test more complex ones in the future when I have access beyond an empty sandbox.

Below are the steps for migrating:

1. Either through Setup –> Migrate to Flow or by going to Setup –> Workflow Rules, you can access the Migration steps

From the Workflow Rule directly
Via Setup –> Migrate to Flow

2. Select the Workflow you want to Migrate and then click Migrate to Flow (see screenshot above)

3. You will then be displayed a screen with some information about the conversion

4. Click Switch Activations if you want to test it out, or go straight to the Flow Builder to run a debug test; Note that at the bottom, it gives you some information about the conversion that happened, including a decision about the before/after timing of the flow.

What you see if you Switch Activations

5. Go check your flow out!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s