Move off Workflow Rules and Process Builder, safely.
Salesforce has retired Workflow Rules and Process Builder. They still run for now, but they no longer receive bug fixes or support. We migrate them to Flow, cleaned up and tested, without disrupting your team.
Why migrate now
Retired automation is a quiet risk. Nothing breaks today, but every release makes it harder to support.
- Your org still has active Workflow Rules or Process Builders
- Nobody remembers why some of that automation exists
- One object has several layers of automation that run in an unpredictable order
- Saving records is slow, or occasionally hits CPU time limits
- Your admins avoid touching old automation because it might break something
- You want to adopt newer Flow features, but old automation is in the way
More than a one-to-one conversion
Automation inventory
A complete list of every Workflow Rule, Process Builder and related trigger, with what each one does.
Consolidation
Where it makes sense, several old automations become one well-structured Flow per object.
Clean rebuild
Flows built with clear naming, entry conditions and fault paths, following Salesforce best practices.
Testing in a sandbox
Every scenario tested side by side with the old behavior before anything goes live.
Safe cutover
A planned switch-over with old automation deactivated (not deleted) so rollback is easy.
Documentation
A plain-language guide to every new Flow, so your admins can maintain it.
How a migration works
Inventory
We map all existing automation and how it interacts.
Design
We propose the new Flow structure and agree the scope and fixed price.
Build & test
Flows are built and tested in a sandbox against real scenarios.
Cutover
We deploy, deactivate the old automation, and monitor closely.
Questions about Flow migration
Will my old automation stop working?
Not immediately, but it no longer gets fixes or support, and Salesforce encourages everyone to move to Flow. Migrating on your own schedule beats migrating in a rush.
Can't I just use Salesforce's Migrate to Flow tool?
It's a good starting point for simple rules, but it converts one item at a time and doesn't consolidate, clean up, or handle complex Process Builders well. We use it where it helps and rebuild where it doesn't.
Will users notice anything?
Ideally not, apart from faster saves. Everything is tested in a sandbox first, and cutover is planned for a quiet time.
What if something goes wrong after go-live?
Old automation is deactivated rather than deleted, so we can roll back quickly, and we monitor closely after cutover.
Find out what's still running in your org
Book a free call. We'll talk through your automation and what a migration would involve.