• Piyusha Pilania

How To Prepare For Seamless Transition To Salesforce Flows?


As discussed in our previous blog, Salesforce is will stop the support for Workflow Rules and Process Builder in a move to switch to the mighty Salesforce Flows in mid-2023. You can produce dynamic business automation with flows rather than writing elaborate code. By saving your users' time and ensuring that the necessary tasks are automated completely, flows enable you to work smarter, not harder. As a Salesforce administrator, one of the most effective tools in your toolbox is flows. if your flows aren't configured correctly, they may be challenging to manage.


In this blog, we will discuss the important features, and components, and how you can transition seamlessly and effectively to Salesforce Flows.


Features

  • Optimization for cases or Web-to-Lead

  • Minimize Training

  • Multiple updates can be made from a single screen.

  • Phone scripting

  • Focused Sales

  • Logic, engagement, and data elements

Components

  • Connectors

  • Resources

  • Elements

We recommend three main Approaches for flow migration


1. The 1-to-1 Approach


All Workflow Rules and Process Builders can be migrated 1 to 1 into Flows. Move all our current processes into the new flows.


2. Intermediate Approach


Locate Workflow Rules or Process Builders in your current org that are identical and optimize them in Flow. Thus eliminating redundant steps and workflows and streamlining your processes.


3. Most Efficient Approach


If you have time and resources the best approach is to understand the current and future business requirements and map out the automation required on a clean slate. Outline all of the individual components of required automation with the relevant business reasoning. Set expectations for behavior, then create test cases for every use case. In order to have a reference point and test suite for future improvements. Lastly, document all of your changes to have a better idea for future transitions.


Also, create proper naming conventions for the new flows, this makes it easy to identify them in the future. Add a clear description of what the flow does this helps in solving any bugs in the future or adding or deleting a task or entire flow depending on the change in requirements.


More types of workflow rules, including the majority of rule criteria formulas, are now supported by the Migrate to Flow tool. To transform your workflow rules into flows, use the Migrate to Flow tool. Everything that workflow rules can do, and more, is possible with Flow Builder.


Where: The Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions of Lightning Experience and Salesforce Classic are all affected by these changes.


Why: The Migrate to Flow tool supported workflow rules with the following components in Spring '22:

  • Field-based standards

  • Field reports

  • Alerts via email

  • Outgoing communication

  • Time-sensitive workflow operations

The formula for the rule's evaluation criteria is set to true (unless the evaluation criteria are also set to create, and whenever it is modified to later meet requirements).


In Summer ’22, the Migrate to Flow tool now also supports:

  • Equal to null

  • Not equal to null

  • Rule criteria formula

How: Enter Migrate to Flow from Setup in the Quick Find box, then click Migrate to Flow. Alternatively, you can click Migrate your workflow rules to flows on the workflow rules page of Setup.


Then click Migrate to Flow after selecting a workflow rule (1). (2).

Check out your final flow in Flow Builder (1). After that, turn off the workflow rule you turned into a flow and turn on the new flow (2).


Pointers for seamless migration


Utilize the migration as a chance to orchestrate the organization


A map of every automation in your organization. Look for automation that is unnecessary Together with your business users, go over automated processes. In order to significantly reduce the complexity of the organization, and enhance Salesforce performance, concentrate on eliminating unnecessary processes.


Organize the transition


To aid in managing the transition process, including pertinent notes. Set expectations and a test strategy for new automation.


Enhance innovative flows


Initiate implementing the new flows in accordance with your implementation plan. Before implementing a flow in production, make sure to test it in a sandbox first.


Verify that each new flow satisfies the acceptance criteria by testing it in accordance with the testing plan you established during the planning stage. Disable the automation that the new flow is replacing i.e process builder, Apex trigger, or workflow rule.


Hence, Salesforce users must prepare for Flow to become their new go-to tool since Salesforce has made it clear that it is the future's direction. Recently, we connected with Doria Hamelryk for a master class to help you transition your flows easily, watch this video to learn it with an example.


Are you looking for a smooth transition to Salesforce flows? Get in touch with our expert team at Apphienz. We can get you well prepared and acquainted for the big move. Visit our website for more information and write to us at info@apphienz.com for any queries that you may have.

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