It has been some time since the news has swelled about Salesforce retiring Process Builder and Workflow Automation rules. And this isn’t just news anymore; it’s actually happening.
Salesforce will deprecate Process Builder and Workflow Rules starting from Winter ‘23. Initially, you’ll be able to run Process Builder, but you won’t be able to use these tools to create any new automation.
That’s where you’ll be using Flow.
The real value of Salesforce lies in its ability to automate manual tasks.
Salesforce has been widely adopted in organizations to automate manual, repetitive, and time-consuming tasks to free employees to focus on tasks that can generate more sales and enhance customer retention. And as a Salesforce consulting service, we know that’s where the true ROI lies for businesses working with Salesforce.
This is why Salesforce always prioritized using automation and offered multiple tools. With each major release, Salesforce brings new tools that are better than the previous generation, making it easier for users to work with complex process automation without any code.
The CRM also supports several automation tools with overlapping capabilities – the main three being Workflow Rules, Process Builder, and Flow.
That being said, using multiple tools at once for automation has its share of problems:
It can become very costly and time consuming for companies to maintain and enhance multiple tools. That’s why it makes sense to have just one tool to handle everything. This enabled Salesforce to future-proof Flow and enhance its capabilities.
It has been some time since the news hasAlthough there’s no need to get nervous or panic about the Workflow Rule and Process Builder retirement, there’s certainly a level of momentum needed that you need to focus on.
You can only ignore this once Salesforce decides to switch Workflow Rules and Process Builder off!
Depending on the age and complexity of your org, you could have hundreds if not thousands of automation.
We always considered the migration tools from Salesforce a great resource, but the truth is that they are only sometimes the answer to your migration needs.
The current Salesforce migration tool can be considered as 1-1.
This means that 100 Workflow Rules allow users to create 100 Flows. This can be considered a problem. The current recommended best practice number of Flows per object is given as three by Salesforce.
As part of your migration project, a ‘rebuild and enhance’ strategy is advised – you should map out all existing automation and work out how they can be combined into an optimal Flow strategy.