Migrating from Workflow Rules and Process Builder to Flow

Salesforce ended support for Workflow Rules and Process Builder on December 31, 2025. Workflow Rules and Process Builder no longer receive customer support or bug fixes from Salesforce or Sage People.

Salesforce and Sage People recommend you migrate all existing automation processes to Flow before the deadline to ensure continued support for your process automation.

  • Salesforce Workflow Rules

    A Workflow Rule is an automation tool to trigger specific actions when you create or update records. They're based on predefined criteria. It can also automate tasks like sending email alerts, updating fields, creating tasks, and sending outbound messages

  • Salesforce Process Builder

    Process Builder is a visual tool for creating and managing automated workflows without coding, when you create or update records. It enables users to define criteria and actions, update fields, create records, and send emails based on specific events or conditions

  • Salesforce Flow

    Flow is an automation tool. It allows you to create and execute complex business processes using a visual interface. When you use it for Sage People processes, a Flow can control when the system creates or updates records, based on a schedule or on selected criteria

    A Flow can handle branching logic, data manipulation, and perform mass updates across multiple records without coding.

Migration options

  • Migrate to Flow Tool

    Salesforce provides a built-in tool to help migrate existing Workflow Rules and Process Builder processes to Flow. This tool converts your automation rules into Flow, including criteria, actions, and scheduled actions

    For more information, see Using the Migrate to Flow tool.

  • Manual migration

    You can recreate Workflow Rules and Process Builder processes in Flow. Sage People recommends:

    • Documenting your existing Workflow and Process Builder automations

    • Designing the new Flow structure

    • Building the Flow

    • Testing thoroughly in a Sandbox environment before deployment

  • Third-party tools

    You can investigate third-party tools designed to help with the migration process

    Note

    Sage People can’t offer support for third-party migration tools, or guarantee that they’ll achieve the desired results. Any use of third-party migration tools is entirely at your own risk, and Sage People can’t be responsible for any adverse outcomes.

  • Salesforce Trailhead resources

    Salesforce Trailhead provides comprehensive guides and projects to help you understand and execute the migration. Trailhead includes step-by-step instructions and best practices for migrating to Flow

Using the Migrate to Flow tool

Migrate to Flow provides:

  • Automated conversion of existing Workflow Rules and Process Builder processes to Flows, including criteria, actions, and scheduled actions

  • A user-friendly interface providing a guided, step-by-step approach to the migration process

  • Support for partial migration for most actions, identifying which actions need further configuration in Flow Builder

  • Preservation of the logic and actions from Workflow Rules and Process Builder in the new Flow

  • The comprehensive documentation and support resources you expect from an official Salesforce tool

Before using Migrate to Flow, ensure you’re aware of its advantages and limitations.

Advantages

  • Ease of use

    Migrate to Flow simplifies migration by automatically converting Workflow Rules and Process Builder processes into Flows, reducing manual effort.

    It provides a straightforward, guided interface to help users through the migration steps

  • Consistency

    Migrate to Flow ensures the logic and actions from Workflow Rules and Process Builder are in place in the new Flow. It minimizes the risk of errors.

    It supports the migration of scheduled actions, maintaining the timing and sequence of automated tasks

  • Salesforce support

    As an official Salesforce tool, Migrate to Flow is well-documented and supported, with resources available for troubleshooting and guidance

Limitations

  • For complex automations

    Migrate to Flow might not fully capture all nuances, requiring extra manual adjustments.

    Management and optimization of migrated flows requires a knowledge of Flow Builder. Users are likely to need to invest learning time to build expertise

  • Incomplete migrations

    Some users have reported partial migration of Workflow Rules and Process Builders, with a need for further manual intervention.

    Post-migration testing is essential and recommended by Sage People to ensure the new Flows work as intended. Testing can be time-consuming

  • Performance concerns

    There have been instances where migrated Flows didn't perform as efficiently as the original Workflow Rules or Process Builders. This potentially impacts system performance

  • Context

    Migrate to Flow has no understanding of the context of individual Workflow Rules or Process Builders. It seeks to recreate each as an individual Flow. Efficiency gains can often result from combining multiple Workflow Rules or Process Builders into a single Flow

Sage People strongly recommends a thorough review of all existing automation to determine which Workflow Rules and Process Builders are suitable for migration via the tool.

Known issues when used for Sage People processes

Sage People has reviewed Migrate to Flow and identified situations where the tool isn’t appropriate. Further issues can emerge with use.

  • Cross object references in entry criteria

    If your entry criteria reference a field on an object other than the originating object. For example, a Team Member triggers your Workflow Rule or Process Builder, but the entry criteria reference a field on the Employment Record

  • Fast field updates for cross-object updates

    Migrate to Flow creates cross-object field updates using a Fast Field Update. Use Actions and Related Records instead

  • Updates to decimal places on numeric or currency resources

    Migrate to Flow sets the resource to zero decimal places, causing a flow to fail. For example, when setting an absence to a half day the Partial Days Absence Flow didn’t work

  • Record Type references in entry criteria

    Migrate to Flow doesn’t appear to support migration when the Workflow Rule or Process Builder references a Record Type in the entry criteria

  • Formulas

    The system doesn't support all formulas when migrating from Workflow Rules or Process Builders

  • Use of fields

    Field updates for Long Text Area data types can experience issues.

    Migrate to Flow doesn’t support criteria using empty strings with Date field types

  • Decision branches

    Process Builders often contain multiple branches to perform different actions based on certain criteria. Migrate to Flow nests the branches, so the second decision isn't evaluated unless the first decision is passed, and so on. Nesting is unlikely to preserve the logic of the original Process Builder, and you need to check resulting Flows and manually corrected as necessary

Sage People recommendations

Use Migrate to Flow for migration of basic automation processes, covering most situations:

  • Simple field updates

    Example: Update a field on the same object that triggers the action. For example, an update to a field on the Team Member object can automatically update another field on that same Team Member object

  • Simple email alerts

    Example: triggering an email when a Team Member record is updated

  • Simple Custom Action Events

    Example: triggering an email when a Team Member record is updated, without using more advanced Flow elements such as Decision, Loop, and Get

Simple automations such as these will look no more complex than these examples for the Absence object:

Example simple flows for the absence object to run when a record is created or updated

If you’re unsure if your automation is simple, contact Sage People Customer Success for advice.

Important

Run conversions in your sandbox before applying to a production environment. It’s essential to validate and test all configurations created by Migrate to Flow. Don’t assume everything will work as you want.

Migrate to Flow conclusions

  • Migrate to Flow is convenient and can save time when applied to simpler automations as summarized in Sage People recommendations. Sage People recommends using Migrate to Flow in these cases

  • Test all newly created automation before applying to a production environment. This applies to Migrate to Flow automations converted from Workflow Rules or Process Builders. It also applies to manually created Flows, and to Flows created by Migrate to Flow and manually modified

  • Sage People doesn’t recommend using Migrate to Flow for more complex cases. Seek advice from Sage People Customer Success if you’re unsure about using Migrate to Flow for specific Workflow Rules or Process Builders

  • You can try Migrate to Flow at your own risk. Using the tool for more complex automations can produce partially complete Flow configurations needing manual intervention to ensure new Flows perform successfully

While Migrate to Flow offers benefits, the Flows it produces for more complex automations are likely to need further work. Thorough testing to ensure optimal performance is essential.

More information

Sage People resources

Flows

Salesforce Flow permissions update

Salesforce resources

Workflow Rules & Process Builder End of Support

Migrate to Flow Tool Considerations

Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool