Go with the Flow! Salesforce is phasing out Process Builder and Workflow Rules and making Flow the all-in-one tool for automation. Are you ready to move your business automation to the next level?
In this blog, we’ll explain what is happening, why you need to do it, and the value of using Flow.
What is Happening?
Salesforce has announced the removal of two of their staple automation tools, Workflow Rules and Process Builder, and their replacement with the single tool, Flow.
The phasing out is gradual, but Salesforce has already started preventing new Workflow Rules from being created, and will be doing the same for Process Builders starting with the Summer ‘23 release update (May/June 2023).
Why Upgrade to flows?
Having more than one automation tool causes problems when trying to see the overall picture of your organization’s automations. Also it is easier to troubleshoot flows than code.
Flows have been upgraded to handle far more complex automation. With its similarities to Apex, Flow is a powerful declarative tool that can be triggered by the deletion of a record - a feature that Workflow Rules and Process Builder are not equipped to do.
Simplify Automation Process:
Salesforce is delivering on its vision of clicks before code and Flows can now handle some of the functions previously only possible with code. It is also far easier to scale your automation requirements with Flows than it is with Process Builders and Workflow Rules. No more need for 10 Process builders to an object (there never was, but that’s no longer a conversation that we need to have).
Order of Execution:
Flows can be given an order of execution, which means you can decide which flow runs first (per object), and whether it runs before the record is saved (for field updates), or after (for related object updates, email actions, etc), or even after a record is deleted.
While Salesforce offers Migration tools, we prefer to migrate manually, using this as an opportunity to ensure that the automation around the objects is still relevant, documented, and re-worked to comply with best practices.
Cool Summer ‘23 features to look out for:
In the flow builder canvas, you will notice that the element colours have been updated for better accessibility with higher contrast
Choice Lookup components:
Flows are now able to reference a set of choices in a lookup field, making the user experience way easier.
Send Email Action in Flows:
This update allows you to now use email templates in the Send Email action. It also enables you to save emails as an activity against a record.
How can we help you?
Our team of experienced professionals will review your current automations and conduct a workshop if necessary to start mapping out a scalable solution.
We then document and share the ideal automation strategy for you to review. To complete the transition, we will migrate identified automations to flow and consolidate where necessary.
We have migrated a number of orgs smoothly and efficiently to flow already. If you are a little overwhelmed by the thought of doing this in-house, please feel free to get in touch for a free consultation!
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