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Learn About Migrating from Process Builder to Flows

Learn About Migrating from Process Builder to Flows

Process builders are no longer included in the additional metadata static resource folder, instead they’re included in the managed package as flows.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

We recommend you to transition to flows in a phased manner. The new flows are a part of the managed package and are inactive. Use them as a starting point for customization. Any changes made to the existing process builders must also be applied manually to the new flows.

Verify if the process builder is active and check for the corresponding flow, deactivate the process builder, activate the equivalent flow, and test its behavior. These changes apply to the new customers and the existing customers who upgrade to the managed package.

Process Builder/Flow Name Flow Name Annotation
Adjust External Id Account Extension CGCloud : Adjust External Id Account Extension Flow
Report Configuration Off Platform Synchronization This Process has been replaced with a queueable job that is executed on a record save. Disable to the old process to automatically activate the new behavior.
RTR Notification This is deprecated in TPM and can be disabled.
 
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