Migrating to Flows: A Better Automation Tool in Salesforce

Are you still using Workflow Rules or Processes for automation in Salesforce? 

It's time to make a move to Flows, and here's why!

Better Performance:

With Flow Builder's configurable entry conditions, you can ensure that a flow only runs when specific conditions are met. 

This significantly improves performance and saves valuable time.

Faster Execution:

Flows outperform workflow rules and processes with their Fast Field Updates option. 

In fact, flows can run almost 10 times faster, ensuring speedy automation of tasks.

Easy Maintenance & Debugging:

Flows are designed to be user-friendly, making maintenance, troubleshooting, and debugging a breeze. 

With flows, you can easily locate issues and update automation processes.

Unified Automation Tool:

Consolidating all your automation into one tool, namely Flow Builder, simplifies management and avoids confusion. 

It's easier to find and resolve any conflicts or inconsistencies that may arise.

Order Control for Flows:

Thanks to the Flow Trigger Explorer, you have the power to control the order in which record-triggered flows are executed. 

This allows for better organization and smoother running of your automation processes.

About Migrating Workflow Rules:

The Migrate to Flow tool is incredibly helpful for migrating workflow rules. 

However, you should consider a few key points before initiating the migration process.

Fast Field Updates:

If your workflow rule only involves field updates on the triggering record, the migration tool will set the optimization setting to Fast Field Updates. 

This ensures a significant improvement in speed.

Different Behavior:

Be aware that due to the differences in timing, record-triggered flows may behave differently from similar workflow rules. 

To address this, assign a priority value to flows using the Flow Trigger Explorer for consistent execution.

Unsupported Features:

Some workflow rules may not be listed on the Migrate to Flow page due to the presence of unsupported features. 

These include criteria with no defined workflow actions, global variable fields, fields on related records, and more. 

Be mindful of such features during the migration process.

About Migrating Processes:

Migrating processes from Workflow Rules to Flows has some distinct differences. 

Here's what you need to know:

Supported Actions:

Processes that start when a record changes, such as record update, record create, invoke flow, invoke Apex, and email alerts, are fully supported during the migration process.

Non-Supported Actions:

Processes triggered by platform event messages or other processes, scheduled actions, custom metadata types, and field traversals are not supported in the migration process.

Recursion Considerations:

Processes with recursion, which allow record evaluation multiple times during a single save operation, may not be fully supported in the migration. 

Test and verify the behavior of these processes after migration.

Optimization Setting:

Migrated processes default to the Actions and Related Records optimization setting. 

However, you can change it to Fast Field Updates for improved performance post-migration.

Invoke Flow Action:

The invoke flow action is migrated as a subflow element, running in the same transaction as the parent flow. 

However, processes involving external callouts, external actions, or pauses should be redesigned using an asynchronous path.