There were talks last year and now it is here! Salesforce has introduced ‘Migrate To Flow(Beta)’, a tool to help organizations migrate their Workflow Rules to Lighting Flows. Workflow rules have been there for a while and probably all Salesforce implementations across the globe would be using it extensively. However, as they say, “Change is the only certainty” and the launch of a migration tool is the first step towards one such change. As we know, Lightning Flows has already evolved as a power packed tool in the past few years and new features keep getting added to it.
As the very first roll out of our series of blogs on Salesforce releases, we’ll take a look at how the migration tool can be utilized to convert workflow rules to flows.
Prerequisite: The Salesforce org should be on the Spring ’22 release. There are two ways to go about using the new migration tool (beta version):
Approach 1:
- Login to your Salesforce org as a System Administrator user and in the Home Page, go to setup and search for Workflow Rules in the Quick Find box.
- Under the highlighted section, you can see ‘Migrate your workflow to flows’.
- Click on ‘Migrate your workflow to rules’ which will make you move to the next page where you can see the workflows available in your org. We can choose any of the workflow rules and click the ‘Migrate to Flow’ button to see the same in Flows .
Approach 2:
- The second way is , Login to your salesforce org and go to setup and search for “Migrate To Flow” in the quick find box.
- You will be able to see all the workflows available in your org if not, create a workflow to check the new migration in the Flows Builder.
- Click on the Dropdown button next to the workflow that should be seen in the flow builder.
- Select the Migrate To Flow button to see the workflow in the new genre of Flows.
- Once the flow has been created successfully and to see the actual flow, select the ‘Test in Flow Builder’ button.
- Upon clicking on that button, you will automatically be taken to the Flow Builder Tool where you can view how the workflow rule has been converted to a Flow.
- Therefore, when you look at the above, it automatically matches with the record trigger flow. Once you double click the Record Trigger flow , you can view the complete details of the workflow rule here in this flow . Let’s take a closer look below:
- You can also click on any element in this flow to see details about that workflow rule. Activate the flow once it’s been saved to see the exact results of the organization.
A lot of processes have been used to create a single workflow rule, but with this new transition admin and developers can have the advantage of Low code using Flow Builder automation technique.
Hope this blog helps you in your implementations. Keep building awesome solutions!!
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Authors:
Sharmila Sambasivam
Aman Kumar Jha
Editor:
Pratik Kumar
