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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

See the field-by-field map ↓

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 →

Field-level map

Workflow Rules and Process Builder to Flow: field by field

10 mappings we start from on this migration, 5 of which need a transform, a lookup or a decision. Every project gets its own signed-off version; this is the baseline.

FromToHowNotes
Workflow ruleRule criteria Record-triggered flowEntry conditions req direct Salesforce's Migrate to Flow tool handles many rules. Review its output.
Workflow ruleField update Record-triggered flow (before save)Update triggering record direct Before-save updates are faster than after-save.
Workflow ruleEmail alert FlowSend email alert action direct
Workflow ruleTask FlowCreate Records direct
Workflow ruleOutbound message FlowOutbound message action manual review Test the endpoint after the switch.
Workflow ruleTime-dependent action FlowScheduled path derive Pending time-based actions don't move. Plan the cutover.
Process BuilderCriteria nodes FlowDecision elements derive
Process BuilderInvocable process FlowSubflow derive
Process BuilderApex action FlowApex action direct
Several rules on one objectMultiple automations FlowOne flow per object and timing manual review Consolidate where it makes ordering clear.

Field names are the platforms' standard API names; your org's custom fields are mapped during discovery. What the "How" labels mean

How labels
direct
Value copies across unchanged.
picklist map
Each source value is mapped to a target value.
lookup
Matched to an existing record, such as a user by email.
association
Becomes a relationship between records, loaded in a later pass.
derive
Calculated or cleaned during the load.
split / concat
One field becomes several, or several become one.
rebuild
Configuration or automation that is rebuilt rather than moved.
drop
Not migrated, deliberately.
manual review
Needs a decision with your team before the load.