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Legacy Salesforce Flow Features
Legacy Salesforce Flow features include Process Builder and Workflow Rules.
Important Starting in Winter ’23, you can’t create new processes
or workflow rules. You can still activate, deactivate, and edit any existing processes and
workflow rules. To migrate existing processes or workflow rules, use the process in Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool. For new automations,
create flows in Flow Builder.
- Switch to Flow Builder Learning Map
Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production. - Process Builder
Many of the tasks you assign, the emails you send, and other record updates are vital parts of your standard processes. Instead of doing this repetitive work manually, you can configure flows or processes to do it automatically. We strongly recommend using Flow Builder, but Process Builder can also help you automate your business processes and give you a graphical representation as you build it. - Classic Approval Processes
It’s likely that you’re familiar with process automation in the form of workflow rules. Approval processes take automation one step further, letting you specify a sequence of steps that are required to approve a record. - Workflow Rules
Workflow rules let you automate standard internal procedures and processes to save time across your org. A workflow rule is the main container for a set of workflow instructions. These instructions can always be summed up in an if/then statement.
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