{"id":684,"date":"2022-10-18T10:28:36","date_gmt":"2022-10-18T10:28:36","guid":{"rendered":"https:\/\/www.rafter.one\/?p=684"},"modified":"2025-11-28T16:01:06","modified_gmt":"2025-11-28T16:01:06","slug":"flow-migration-get-started-the-right-way","status":"publish","type":"post","link":"https:\/\/www.acxiom.com\/salesforce\/flow-migration-get-started-the-right-way\/","title":{"rendered":"Salesforce Flow Migration: Get Started the Right Way\u00a0"},"content":{"rendered":"\n

Unless you have been lost in the Himalayas (and if you are, and are still reading this, high five to amazing wi-fi),<\/em> you may have heard that Salesforce is sunsetting Workflow and Process Builder<\/a> and a Salesforce Flow migration is something you’ll want to consider.<\/p>\n\n\n\n

Salesforce announced, at Dreamforce \u201921, the retirement of two of its most popular automation tools. It\u2019s daunting to think of a world without these two ultra-user-friendly tools to get things done\u2026 auto-magically. Workflow was the first super-declarative tool and I consider it the \u201cquick and dirty\u201d. Later in the game, along came Process Builder, which added a new level of complexity with more options, but still a fast way to spin up triggered events. Yet, all along, while these tools were living their dream in the foreground, a very powerful, \u201cnot-so-little\u201d tool was being underutilized behind the scenes. <\/p>\n\n\n\n

Super admins have always known that you were missing out on some really powerful functionality if you weren\u2019t using Salesforce Flow (previously called Lightning Flow, and before that called Flow… Salesforce loves a name change). Flow has always been able to do what its little siblings could, only better. It could also do MORE (I\u2019m looking at YOU Visual Flow). However, the user interface was a bit difficult, and it came with a whole new set of terminology and rules to learn. For a lot of admins, it was overwhelming. Over the last few years, Salesforce has really worked to fix this adoption problem.\u00a0In Spring \u201919, they released Flow Builder, which allowed a user to build flows more intuitively with a new drag and drop builder interface. Every release since then has been chock full of improvements to Salesforce Flow (See Winter ’23 Flow Improvements here<\/a>). I personally think it\u2019s fair to say at this point, you will be losing NOTHING by migrating all of your automation. However, we understand a migration can be daunting, especially if you were a power user of declarative automation. At Acxiom, we think it\u2019s easier to digest if we break it down into more… palatable… steps.<\/p>\n\n\n\n

1. Learn Flow<\/h3>\n\n\n\n

It goes without saying, but in case the above was TLDR<\/a> (did I use that right?), if you are migrating to Salesforce Flow you need to know how to build with Salesforce Flow! Like a lot of things \u201cSalesforce\u201d, the best way to learn is to start hands-on, build a Flow and google your errors until your fingers fall off. However, Trailheads may also be helpful!  Build Flows with Flow Builder<\/a> is great for the basics. It is great to learn a little about Visual Flow (my favorite Flow gem). Lastly, Flow Troubleshooting<\/a> is for those of us whose pencils have erasers for a reason. We also have some favorite \u201cnon-Salesforce\u201d resources we recommend, but this blog post<\/a> is a great place to start understating some fundamental Flow skills. Take this as a time to really dive in and get to know all there is about Salesforce Flow!<\/p>\n\n\n\n

2. Analyze<\/h3>\n\n\n\n

The first thing to remember on this migration is the huge opportunity for you and your Salesforce instance, especially if you have the dreaded \u201cover-engineered Salesforce\u201d debt that a lot of us do. This is your opportunity to take a step back and take a top-down look at what you are doing in your org, this even includes code-based automation. Doing an analysis of your overall automation is good idea!  Chances are, there are things you did with code that you can now do with Flow.  Examples:<\/p>\n\n\n\n

    \n
  • Clone a record with its related records<\/li>\n\n\n\n
  • Custom record sharing<\/li>\n\n\n\n
  • Roll up summaries for related objects<\/li>\n\n\n\n
  • \u201cBefore Delete\u201d actions<\/li>\n<\/ul>\n\n\n\n

    3. Plan<\/h3>\n\n\n\n

    I recently went camping. In my head I said \u201ctents, sleeping bags, food, good\u201d, and I packed. It got dark and we had no lights. It rained, and our tents filled with water. We had no cell service (should have camped in the Himalayas). My phone died… I could go on and on. I absolutely did not plan as well I as I could have. What I am getting at is, the migration may sound like a good idea (it is), and you may feel prepared, but you aren\u2019t. There is a right order to these migrations. Once you have the right order of operations, there needs to be a very expansive and inclusive user acceptance testing process. Once all of that is completed, the long pole in the tent (see what I did there) is the promotion of all those changes to production. Planning is imperative!<\/p>\n\n\n\n

    4. Execute<\/h3>\n\n\n\n

    Once all the learning, analyzing, planning, and bug spray has been exhausted, you are ready to start executing. In a perfect world, just like in camping, there will be no bugs. However my experience, and my large stash of AfterBite, tells me that just isn\u2019t the case. Be prepared for all the bugs. You need a roll back plan. You need a mechanism for user feedback. You need to be prepared for the inevitability that it will rain, and your tent is old, and you need a just-in-case tarp. All camping references aside, what is your plan for automation that isn\u2019t necessarily working like it used to? What is your roll-back plan if things are way out of whack? What is your mechanism for user feedback? My user feedback was disguised in the form of drenched, tired, complaining children\u2026 you need something better (and a little less damp) than that.<\/p>\n\n\n\n

    Long story long, this migration could be less of an undertaking if you are light on automation.  If so, you are the perfect candidate. It is a great opportunity to learn, and use, Salesforce Flow.<\/p>\n\n\n\n

    However, if you haven\u2019t been camping in, like, forever, and you have old gear and don\u2019t know the weather, you may need our help. We are here for you, even if it\u2019s just to check out your equipment and remind you of all the worst-case scenarios (raccoons in coolers, or so a friend told me).\u00a0 Let Acxiom help you with a Flow Migration Assessment.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Unless you have been lost in the Himalayas (and if you are, and are still reading this, high five to amazing wi-fi), you may have heard that Salesforce is sunsetting Workflow and Process Builder and a Salesforce Flow migration is something you’ll want to consider. Salesforce announced, at Dreamforce \u201921, the retirement of two of […]<\/p>\n","protected":false},"author":12,"featured_media":5561,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_gspb_post_css":"","inline_featured_image":false,"footnotes":""},"categories":[6,116,48,49,28],"tags":[128,75,39,38,29,74,55],"topics":[165],"class_list":["post-684","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-resources","category-sales-cloud-page","category-service-cloud-page","category-thought-leadership","tag-assessment","tag-sales-cloud","tag-salesforce-crm","tag-salesforce-flow","tag-salesforce-flow-migration","tag-service-cloud","tag-thought-leadership","topics-salesforce"],"acf":[],"yoast_head":"\nSalesforce Flow Migration: Get Started the Right Way\u00a0 - Acxiom Salesforce Practice<\/title>\n<meta name=\"description\" content=\"Salesforce Flow Migration want to consider the 4 important steps as you prepare. 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