Salesforce - Migrate to Flow Tool

Salesforce provides a "Migrate to Flow" tool to convert Process Builder processes and Workflow Rules into Flow Builder. This tool supports full and partial migrations, though some actions require manual updates.

Key Considerations for Process Builder Migration

• Recursion Handling: Processes with recursion are not fully supported; migrated version evaluate only once. Test carefully.
   
• Flow Type & Optimization: Migrated processes become Action and Related Record-optimized (after-save) flows. You may need to optimize for Fast Field Updates (before-save).
   
• Invoke Flow Actions: Migrated as subflows, not invocable flow actions. If the process includes external callous or pauses, redesign using an asynchronous path.
   
• Scheduled Actions: Only migrate if single criteria is selected. Scheduled actions become Scheduled Paths in Flow Builder.
   
• Formula Limitations: Cross-object references are not supported. Custom metadata references migrate but cannot be edited in the resource picker.
   
• Time-Based Actions: Each outcome must be migrated separately as an individual scheduled action flow.

Supported Process Builder Actions

• Fully Supported (no extra configuration needed):
  • Record Updates
  • Record Creation
  • Invoke Flow
  • Invoke Apex
  • Email Alerts
     
• Require manual configurations after migration:
  • Chatter Posts
  • Quick Actions
  • Submit for Approval
  • Custom Notifications
  • Live Messages
  • Surveys
  • Quip-related actions

Key Considerations for Workflow Rule Migration

• Field Updates Only: If a workflow rule only contains field updates, it migrates to a before-save (fast field update) flow.
   
• Order of Execution: Record-triggered flows behave differently from workflow rules, so review execution behavior after migration.
   
• Time-Based Actions: Pending time-based actions migrate to a Scheduled Path, but only if the associated record is updated.

Supported Workflow Rule Actions

• Fully Supported:
  • Field-based criteria
  • Field updates
  • Email alerts
  • Outbound messages
  • Time-dependent workflow actions
     
• Not Supported (will not migrate):
  • Criteria with no actions
  • Global variables
  • Related record fields
  • Record types
  • Operators like Does Not Contain, Includes, Excludes, Within on picklists
  • Certain date functions (Hour, Minute, Second, IsClone, Relative date values, Multiple currencies)
  • Tasks and Formlas using restricted functions (TimeNow, TimeValues, $RecordType)

Next Steps

• Start with the migration tool. Salesforce will indicate whether a workflow/process can be fully or partially migrated.
   
• Manually review partial migrations. Adjust actions that require additional configuration.
   
• Test before activation. Ensure the new flow rus as expected before deactivating the original rule.

How to Use the Migrate to Flow Tool

1. In Setup, enter "Migrate to Flow" in the Quick Find box and click on Migrate to Flow.
   
   
    
2. Select the Process Builder process or Workflow Rule you want to migrate, then click on Migrate to Flow. The image below is just an example.
   
   
    
3. The "Migratable" column will indicate if the process is fully or partially supported.
   
   
   
    
4. If prompted, select the criteria to migrate. Then, click on Migrate to Flow.
   
   
    
5. If the migration is partial, click "Needs Review" after completion to see the required manual adjustments.
    
6. Next, test and activate the flow. Open the migrated flow in Flow Builder by clicking on Test in Flow Builder.
   
   
    
7. Run your tests to ensure it behaves as expected. If everything works correctly, activate the new flow and deactivate the original process or workflow rule.

Additional Resources

You can view the following Salesforce documentation for more information:

• Salesforce Documentation: Move Processes and Workflows to Flow Builder with Migrate to Flow Tool
   
• Migrate to Flow Tool Considerations