Skip to content

Migration guide · Salesforce Modernization

Workflow Rules and Process Builder to Flow migration

Workflow Rules and Process BuilderSalesforce Flow

Short answer

Migrating Workflow Rules and Process Builder to Salesforce Flow moves legacy automation, which Salesforce stopped supporting at the end of 2025, into record-triggered flows. It is a chance to consolidate overlapping automation, document it and improve performance.

Why firms make this move

Older orgs often have dozens of workflow rules and processes on the same objects, firing in hard-to-predict orders. Salesforce's Migrate to Flow tool converts many of them, but a review is needed to combine logic, remove dead automation and test thoroughly.

What moves

  • Field updates and email alerts
  • Process Builder processes
  • Scheduled actions
  • Outbound messages where still needed

How the data maps

FromTo
Workflow ruleRecord-triggered flow
Process Builder processRecord-triggered flow
Time-based actionScheduled path

What to watch out for

  • Execution order changes
  • Recursive updates
  • Hidden dependencies with Apex triggers
  • Untested edge cases

How Vantage Point runs the migration

  1. Inventory automation by object
  2. Consolidate and redesign
  3. Convert and rebuild in Flow
  4. Regression test in a sandbox
  5. Deploy and deactivate legacy automation

Typical timeline

Typically 2 to 8 weeks, depending on the number of rules.

Frequently asked questions

Will Workflow Rules stop working?

They may keep running, but Salesforce no longer supports or fixes them, so migrating is recommended.

Can the migration tool do it all?

It handles many cases, but consolidation and testing still need a person.

Last reviewed October 2, 2026 by the Vantage Point team. Browse all migration paths →