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Automate Your Business Processes with Salesforce Flow
Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool

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Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool

Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.

Required Editions

View supported editions.
User Permissions Needed
To open, edit, create, activate or deactivate a flow using all flow types, elements, and features available in Flow Builder, including Einstein and Agentforce for Flow: Manage Flow
To create, change, activate, or deactivate workflow rules and actions: Customize Application
To create, edit, or view processes:

Manage Flow

AND

View All Data
To activate or deactivate processes:

Manage Flow

AND

View All Data

AND

Customize Application

Before moving your new flows to production, start with migrating and testing in a sandbox environment.

  1. From Setup, in the Quick Find box, enter Migrate to Flow, and then select Migrate to Flow.
  2. Select the process that you want to convert to a flow.
  3. Click Migrate to Flow.
  4. Select the criteria that you want to migrate.

    If it’s a process, the Migratable column indicates whether you can fully or partially migrate the process.

    Migrate to flow screen with criteria selected.
  5. Click Migrate to Flow.
  6. If this is a partial migration of a process, click Needs Review when the migration is complete to see the list of actions that require additional configuration.
    Migration results with actions listed that require further configuration.
  7. After you migrate a process or workflow rule, test the flow in Flow Builder.
  8. If everything works as expected, activate the flow.
  9. Deactivate the process or workflow rule you migrated to Flow Builder.
 
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