Salesforce
Flow
for Existing Salesforce Clients
For over 14 years, we’ve been designing expert Salesforce solutions for businesses of all sizes—Small, Medium, Large, and Enterprise. At Sowed Consulting, we don’t just implement Salesforce; we partner with you to be SOWED into your success.
Every implementation is unique—some simpler, some more complex—but there’s no need to worry. When we create your custom proposal, we’ll outline exactly what needs to be done to ensure a seamless and successful rollout.
Read on to see how we work and how we can bring Salesforce to life for your business.
0
Are You On Process Builder or Workflow Rules?
-
Salesforce has announced the retirement of Workflow Rules and Process Builder, making Salesforce Flow the go-to automation tool for declarative process automation. While Workflow Rules and Process Builder have served well over the years, Flow provides greater flexibility, better performance, and future-proofing for your Salesforce org.
1
Why Should You Migrate to Salesforce Flow?
-
Workflow Rules & Process Builder Are Being Retired
-
Salesforce has stopped new feature development for Workflow Rules and Process Builder.
-
Future Salesforce releases will eventually deactivate them, making Flow the only supported automation tool.
-
If you don’t migrate proactively, your org might face broken automations and performance issues in the future.
2
Flow is More Powerful & Scalable
-
Flow supports complex logic that Workflow Rules and Process Builder can’t handle.
-
It allows for loops, subflows, and advanced branching logic, making it much more efficient.
-
Unlike Process Builder, Flow executes in a single transaction, reducing the risk of hitting governor limits.
-
-
💡 Example: Instead of multiple Process Builders updating records separately, a single Flow can handle everything in one transaction.
3
Better Performance & Reduced Technical Debt
-
Process Builder creates multiple transactions for related actions, which can slow down performance.
-
Flow consolidates automations, leading to faster execution and fewer system limits.
-
Keeping outdated automations increases technical debt, making maintenance harder over time.
4
Flow is the Future of Automation in Salesforce
-
Salesforce continuously enhances Flow, adding new features with every release.
-
Future AI-driven automation enhancements will be Flow-centric.
-
Learning Flow now ensures that your Salesforce team stays ahead of platform changes.
-
-
💡 Example: New features like Reactive Screens in Flow are already making user experiences more dynamic—something Workflow Rules and Process Builder can’t do.
5
SOWED's Process to Migrate You to FLOW
-
Assess your existing automations to inditify critical automations, and flag complex processes.
-
Convert non-complex processess using tooling solutions into Record-Triggered Flows
-
Rebuild critical automations and complex processes by mapping out the appropriate execution plan including considerations of Flow or Apex.
-
Appropriately test and deploy the new automations.
-
Coordinate the decommission and deactivation of the old automations.
6
Key Takeaways to Consider
-
Workflow Rules & Process Builder are being retired—migration is necessary.
-
Flow is more powerful, scalable, and efficient.
-
Use Salesforce’s Migration Tool for Workflow Rules & manually rebuild Process Builders in Flow.
-
Test thoroughly before deployment to avoid disruptions.
