How to Migrate Workflow Rule to Flow Builder?

Dear #Trailblazers,

As you all know that Salesforce is depreciating the WFR and Process Builder in Coming year 2023. So, we will see how we can migrate our WFR to Flow builder with one click.

In the Spring 22 release, Salesforce has released a tool which can be used to migrate the Workflow Rule and that tool is still in Beta version ( Great tool with limited functionalities ).

We will use the same tool to migrate our WFR to Flow builder.

Note: – That tool is not supported for Process Builder yet.

Existing workflow rule

In my Salesforce org, there are multiple Workflow rule however for this demo, I am using a Workflow rule which is sending the Outbound Message for Lead Object.

Steps

1. Login to Salesforce
2. Navigate to Setup
3. In the Quick Search Box, search for “Migrate To Flow (Beta)”

1. Select the Workflow Rule which you want to convert to flow
2. Click on Migrate to flow button on the Top Right
3. It will take few seconds and you will get a Success Message
4. You will also see a popup with 2 options, either test the flow in flow builder or activate the flow. If you activate the flow, Workflow rule will be deactivated

Test the flow

Before you activate your flow, It is necessary to test the flow and make sure that the Flow is working fine as expected.

Now, as you have converted the Workflow rule to flow. From the Popup window click on “Text in Flow Builder” button. This will open a new window for you and you will see complete flow there.

Activate the flow

Once you have done the testing, come back to previous screen where you have converted the Workflow to Flow builder.

Click on Switch Activations button to activate the flow and deactivate the Workflow Builder

Enjoy

Sit back relax and enjoy. You have just converted a Workflow rule to flow builder without putting much effort.

Thanks for reading! Happy Trailblazing