Workflow

  • Flow
    What "End of Support" Means for Your Workflows and Processes

    What “End of Support” Means for Your Workflows and Processes

    Salesforce has announced a significant change to its automation tools: the end of support for Workflow Rules and Process Builder starting December 31, 2025. Customers are urged to switch their automations to Salesforce Flow. This blog post will detail the announcement, its implications for users, and how to transition effectively. Background: Understanding the Shift Workflow Rules and Process Builder automated…

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  • Flow

    Migrate to Flow Best Practices

    Winter 23 brings end to creating new workflow rules. Migrate to flow functionality is available. Review existing workflow rules and their support. Consider limitations when migrating and alternative approaches. Recommendations: Use migrate-to-flow for Email Alerts, rename flows consistently, use logical divisions for complex criteria, and combine field updates in before-save and tasks in after-save flows.

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  • Flow

    Advanced Topics & Resources

    Check out the Architect's guide for record-triggered automation.

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