Month: October 2021

Salesforce is retiring Workflow rules and Process Builder in the near future. The time to start planning moving your Salesforce automations to Flow is right now. In this series of articles, I will explain why this change is occurring, what you need to do and I will even provide you with a plan to migrate all your workflows and Process Builder to Flow.

In the first phase of your Flow Transition project, you need to Plan, Commit and develop a Training Plan.

Training, Tools, Best Practice and Inventory.

Train, Prioritise, Analyse and Test

Implement your flow transition plan, document each flow as you go and measure your progress so you can report on it and track your success.