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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.
- Equivalent Features in Flows and Workflow Rules
Features and fields in workflow rules correspond to certain things in flows. Use the equivalent features and fields to build flows that can replace your workflow rules. - Planning Your Switch to Flow Builder
Workflow Rules and Process Builder are no longer the preferred tools for automating your business processes. With their pending retirement, now is the time to go with Flow Builder as the future of automated processes. Flow Builder is a foundation for the future and offers built-in extensibility, application lifecycle management, and faster performance. - Migrate to Flow Tool Considerations
Review considerations and supported workflow rules and processes for the Migrate to Flow tool. - 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. - Workflow Rule with an Email Alert Migration to a Flow Example
The majority of workflow rules are used to send email alerts or perform same-record field updates. While these types of workflow rules have a reputation for being fast, triggered flows are even faster. It’s time to migrate your workflow rules to Flow Builder.
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