Workflow Rules and Process Builder is retiring: Know what next

And the final countdown has begun!

As announced in Dreamforce ’21, Process Builder and Workflow rules are set to bid adieu forever after 2022.

This means that you will no longer be able to create automation using PB or WFR at the end of 2022. Instead, you will have to use Flows to create automation.

Naturally, this piece of overwhelming news is raising speculations such as

• What will happen to the existing workflows?
• Will we be able to create new workflow rules in 2023?
• And the most important one, how can we migrate our current existing workflows in Flows?

So, Salesforce released a Workflow Rules and Process builder Retirement timeline that presents a roadmap for the retirement plan.

Workflow Rules and Process builder Retirement timeline

To clarify your doubt, yes, your existing workflows will continue to exist. You may not be able to create new ones after 2022, but will surely be able to edit them.

As far as migrating workflows to flows is concerned, Salesforce has introduced migration tools to convert Workflow Rules and Process builders to Flows. These tools are rolled out in different release cycles, such as

• Workflow Migration tools- announced in Spring ’22.
• Process Builder Migration- announced in Summer ’22.
• Turning off WFRs and PB -> Winter ’23 and Spring ‘23 respectively
• End of Support- Estimated 2025

Know more about Migrate to Flow tool

Workflow migration tools

You may start transitioning to Flow Builder with the workflow migration tools. With the migration tool, you can easily convert your WFRs into Flow.

Released in Spring ’22, Migrate to Flow tool is generally available and contains the following items-

• Field updates
• Time-dependent workflow actions
• Email alerts
• Field-based criteria
• Outbound messages
• Rule criteria formula that’s set to true

Process Builder Migration tool

In Summer ‘22 release cycle, the update ensures that you can evaluate criteria based on the original record values in Process Builder.

The Migrate to Flow tools got enhanced with features that support

• Rule criteria formula
• Equal to null
• Not equal to null

However, rule criteria using parameters such as TimeNow, TimeValue, Hour, Minute, Second, IsClone, or $RecordType are currently not supported.

Steps to convert WFRs into Flows

• First, Go to Set up→ Quick Find box → Type Migrate to Flow,
• Select Migrate to Flow.

Alternatively, right from your workflow rules page, go to Set up and click Migrate your Workflow rules to Flow.

Select a workflow rule (1) and click Migrate to Flow (2).

Now, it’s time to test your resulting flow in Flow Builder (1).

After that, deactivate the converted WFR and activate the new flow(2).

Wrap Up

As Workflows rules have been around for a long time, it will be quite a task to migrate automation to Flows. However, Salesforce’s guided roadmap and tools will definitely make the transition smoother.

If you need help with Flow migration or any other Salesforce Consulting Services, please feel free to reach out to HIC Global Solutions anytime!!