Automate Basic Business Processes With Process Builder – Managing Director of Sensible Giraffe, passionate about educating others through high-quality blog content and training courses, including the Ultimate Salesforce Flow Foundation Course.
Flow has long been my personal favorite declarative (clicks, not code) automation tool introduced by Salesforce, the versatility and power offered by Flow blew me away – as someone with little to no coding skills at the time, I was always intimidated by the idea , that I would never be able to create complex, business-grade automation or UI improvements without a developer’s help.
Automate Basic Business Processes With Process Builder
Flow changed all that for me, and Salesforce’s main focus for the next few years is to stop automating Process Builder and Workflow Rule. Flow will then be the only tool Salesforce professionals need to build powerful automation and innovate faster than ever before. before.
What Is Process Builder In Salesforce
During the True to the Core session at Dreamforce ’21 (watch it here on Salesforce+ if you haven’t already), Parker Harris, Jennifer Sachs, Brett Taylor, and David Schmeier discussed the future of Salesforce, including the future of the declarative framework. automation on the platform. One important element that was mentioned and has since resonated throughout the community was the phasing out of Process Builder and Workflow Rules to make Salesforce Flow a universal declarative automation tool.
What happens to existing processes and workflow rules? They will need to be migrated to Flow Builder, and Salesforce is already hard at work building a migration tool to do that. Read on for a preview of the new Workflow migration tool and Process Builder migration soon after as an add-on. However, there are already other third-party tools on the market that you can use to migrate your legacy automation to Flow Builder.
Many people have asked me why Salesforce is removing two of its main automation tools from the platform and forcing everyone to use Flow. Their rationale at a surface level was to create a single tool that Salesforce administrators could use to meet all of their declarative automation requirements. But the question remains – why should Flow be the next automation tool?
The answer is quite simple – Salesforce Flow includes a lot of functionality that Workflow Rules and even Process Builder can’t do. When you compare Flows, Processes, and Workflow Rules to their more complex predecessor, Apex, you’ll notice that the concepts, technical language, and even functionality of Flows are the same. A flow was the first declarative tool offered by Salesforce that could be triggered by deleting a record (no fancy rollup summary trick or anything like that).
Create A Business Process Flow In Power Apps
Flow is also the only declarative tool that offers the ability to simultaneously process multiple records in a collection (or list in Apex terminology). Flows also support looping, which means that a collection of variables or records can be iteratively processed one at a time, meaning that complex processing requires a single automation, and automation can be done in bulk. There is no easy way to handle multiple records with complex logic using Workflow Rules or Process Builder, as this is functionality that has only existed in Flow Builder since its inception.
You’ll also need to consider things like execution order – what’s the best way to organize flows in a structured way so they always fire in the order you expect them to. Similar to how you would have one process per object, you will need to consider a similar structure for record-triggered streams. For best practices and lots of other process automation information, head over to the official Salesforce Architects Record Enabled Automation page. Business scenario and best practice concepts
Let’s use the following hypothetical example: Whenever a new contact is added to an account and the contact name contains “CEO”, “COO”, or “Director”, you must add it as an option contact role for each account. active option as a ‘decision maker’. Each time a new contact with “CFO” in their title is added to an account, you must add them as an opportunity contact role for each active opportunity as “economic decision maker”. There’s quite a bit going on in these claims, so let’s break it down:
With Flow Builder, you can create a record-triggered flow that fires whenever a new contact is added to your account. You can then create branches that behave differently based on additional criteria and perform different functionality based on those criteria.
Process Automation With Power Automate
The reason you could do this is from a DML limitations perspective – I was referring to branch 3 even though it didn’t have any additional functionality. The reason I emphasize this point is to show that there were no additional queries for opportunity records or attempts to update records when it simply wasn’t necessary. This helps keep DML usage and system pressure low. Migration considerations and development of a migration strategy
As always, the most important thing before making such a major change to your Salesforce environment is to implement a strategy and plan how it will be done. Doing a big migration of Salesforce automation isn’t something you want to rush, and requires rigorous testing to make sure nothing breaks in the process.
It may be worth spending time analyzing each automation before migrating it to Salesforce Flows. Given that the technology available to you in Flow Builder is quite different and will likely include additional features, there may be a better way to build automation. It can be a good idea to rebuild and combine multiple automations instead of just doing a 1-1 migration.
If you use other workflow rules and processes that you don’t plan to recreate and combine when creating new flows, you’ll need to consider migrating them to Flow using an official Salesforce migration tool or a third party. migration tool. As with anything else you do in Salesforce, you should test the entire Sandbox before moving to production to make sure no functionality is lost during the migration. Migrate Salesforce to the Flow tool
A Politically Incorrect Christmas Carol
As mentioned above, Salesforce plans to release its first official migration tool in the upcoming Spring 22 update, which will allow migration of workflow rules to flows. Later this year, this tool will be enhanced to support Process Builder migration to Flow as well.
Migration to Flow is in beta in Spring 22 preview orgs and will be available in sandbox and production environments. Let’s take a look at what the tool is and how it works. To open it, go to the Setup menu and look for “Migrate to Flow (beta)”. You will be presented with a list of workflow rules that can be migrated to flows using the tool (only one in this example).
To migrate our workflow rule to a new flow, all we need to do is check the radio button next to our workflow rule and click Migrate to Flow. After a few seconds (depending on the complexity of the workflow rule), you should see a success screen telling you that your new flow has been created but is inactive. At the top i
s the Check Flow Builder button. This allows you to quickly open the new Flow in Flow Builder and verify that everything is migrated as expected.
Once you’ve reviewed the resulting feed, you can click the Switch Activations button. Assuming your workflow rule was active, this will deactivate the workflow rule and activate the flow.
Solution 3 Using Process Builder
Exactly! Salesforce’s new tool makes migrating away from workflow rules easy. It’s still worth analyzing your legacy automations before migrating them, and possibly rebuilding them from scratch as a single flow. This will minimize the number of flows in your organization and make them easier to maintain. Third-party migration tools
Salesforce may be building the first OFFICIAL tool, but they are certainly not the first to build any kind of flow migration tool. One that has become quite popular in recent months is ConvertToFlow v2 by Alex Edelstein at UnofficialSF. It was recently redesigned (hence the version 2 in the name) and supports both workflow rules and process builder. However, it is still under development and there are several functions that it cannot yet perform.
When migrating a process, the ConvertToFlow tool will create a clone of the original process as a record-triggered flow. It is worth noting that the original process is left in the state it is in and is not deactivated. When you want to activate the new Flow, make sure you kill the process. The new Flow is also created with “converted_” at the beginning of the name (you may want to clear this before activating the flow).
There’s no doubt that Salesforce doubles down on Flows as the go-to tool for declarative automation. Depending on your
Migrate Salesforce Workflow Rules & Process Builder To Flow (+ Video)
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