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Salesforce Migrate to Flow Tool Explained

You can use the Salesforce Migrate to Flow Tool to convert your workflow rules into Flows with a few clicks as Salesforce is planning to retire Workflow Rules in the near future.

1. Salesforce Migrate to Flow Tool

Step 1. From Setup, in the Quick Find box, enter Migrate to Flow, and then select Migrate to Flow. Or from Setup, on the workflow rules page, click Migrate your workflow rules to flows.

Migrate to Flow Tool

Step 2. Select a workflow rule and click Migrate to Flow.

Select Workflow Rule

Step 3. Test your resulting flow in Flow Builder. Then click on Switch Activations to deactivate the workflow rule that you converted to a flow and activate the new flow.

Switch Activations

2. Salesforce Migrate to Flow Tool Considerations

2.1 Considerations

If a workflow rule contains only field updates, the tool converts it into a fast field update (before-save) flow.

2.2 Supported Workflow Rules

The Migrate to Flow tool supports workflow rules that contain these items.

  • Field-based criteria
  • Field updates
  • Email alerts
  • Outbound messages
  • Time-dependent workflow actions
  • Rule criteria formula that’s set to true (unless evaluation criteria is also set to created, and any time it’s edited to subsequently meet criteria)
  • Equal to null
  • Not equal to null
  • Rule criteria formula

Workflow rules that contain the following can’t migrate with the Migrate to Flow tool.

  • Criteria with no defined workflow actions
  • Global variable fields
  • Fields on related records
  • Record types
  • The does not containincludesexcludes, or within operators
  • The greater thangreater or equalless thanless or equal operators on picklist fields
  • Formulas that use HourMinuteSecondTimeNowTimeValueIsClone, or $RecordType
  • Tasks
  • Relative date values in date fields
  • Multiple currencies

2.3 Manual Conversion Methods

Certain features are unsupported by the Migrate to Flow tool, but you can manually convert them.

To manually convert workflow rules with unsupported use cases in entry criteria, use the Decision element.

  1. Create a Decision element inside the Flow as the first step.
  2. Recreate the workflow rule steps with the condition builder.

Note: With this method, the flow will always run and check on the decision after entering. This method can impact performance or prevent time-based workflow triggers from migrating.

To manually convert workflow rules that use the does not contain operator, use custom condition logic. For example, create a condition that uses the Contains operator in the first condition, and in the condition logic, enter NOT 1.

To manually convert workflow rules that use tasks, use the Create Records option and create a record of the Task object.

Flows support workflow actions for Email Alerts and Outbound Messages. To add these workflow actions to a flow, use the Action element.

To replicate relative date values, such as TODAY or NEXT WEEK, use the Decision element.

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