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
| From | To |
|---|---|
| Workflow rule | Record-triggered flow |
| Process Builder process | Record-triggered flow |
| Time-based action | Scheduled 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
- Inventory automation by object
- Consolidate and redesign
- Convert and rebuild in Flow
- Regression test in a sandbox
- 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.
