Migrating to Flows: Process to follow

When migrating Workflow Rules and Process Builder processes to Flows, follow this process: 

1. Refresh your sandbox.

2. Log in to your org and assess which process builders and flows you have in use:

   1. Go to Setup, and in Quick Find enter process and select Process Builder from the search results.

   2. Review My Processes list and identify any with the Status of Active. Make a note of these Workflow Rules.

   3. Select the Setup Home tab.

   4. Go to Setup, and in Quick Find enter workflow and select Workflow Rules from the search results.

   5. Review the list of Workflow Rules and identify any with a check in the Active column. Make a note of these processes.

3. Follow the guidance in Migrating from Workflow Rules and Process Builder to Flow to migrate or recreate your Workflow Rules and Process Builder processes in your sandbox to Flows.

4. Test the Flows in your sandbox.

5. If necessary, update the Flows after testing, and test again.

6. When you are satisfied with the migrated or recreated Flows in the sandbox, repeat the steps you took in your production org.

7. Test the Flows in your production orgs.