Modernization
Clean Up Your Salesforce Org with AI
Salesforce is deprecating Workflow Rules and Profile-based permissions. Every org faces a modernization deadline. Doing it manually means hundreds of hours of tedious recreation. The Transform workbench automates the conversion while preserving your business logic.
Manual
Weeks to months for a full org
With SF Agent
Hours to days for a full org
The Manual Way
- 1Audit existing automation (Workflow Rules, Process Builders, Flows)
- 2Identify deprecated components for migration
- 3Manually recreate each Workflow Rule as a Flow
- 4Manually recreate each Process Builder as a Flow
- 5Convert Profile permissions to Permission Sets
- 6Test every converted component end-to-end
- 7Deactivate and document replaced components
With SF Agent
- 1Open the Transform Workbench and select what to modernize
- 2SF Agent reads the legacy component from your org
- 3Generates the modern equivalent (Flow, Permission Set, etc.)
- 4Deploy the replacement and deactivate the legacy component
Example
You type:
“Modernize my org: convert all active Workflow Rules on Opportunity to Flows, and convert the 'Sales Rep' Profile to a Permission Set.”
SF Agent generates:
- ✓
3 Workflow Rules → 3 Record-Triggered Flows - ✓
Sales_Rep Profile → Sales_Rep Permission Set - ✓
All logic preserved, all field updates and email alerts migrated - ✓
Legacy components marked for deactivation
Stop clicking through Setup
Describe your salesforce org cleanup in plain English. SF Agent handles the rest.
Start Free Trial — 30 Days, 15 PromptsNo credit card required for SF Agent. Bring your own API key.
Related
Modernization
Convert Salesforce Workflow Rules to Flow
SF Agent's Transform workbench converts legacy Workflow Rules into modern Flows — preserving logic, field updates, email alerts, and outbound messages.
Modernization
Convert Salesforce Profiles to Permission Sets
SF Agent's Transform workbench converts legacy Profiles into modern Permission Sets automatically — preserving all access without manual re-clicking.
Automation & Code
Generate Salesforce Flows with AI
Describe your automation in plain English. SF Agent generates the Flow XML with proper entry conditions, fault paths, and DML optimization — ready to deploy.
All Guides
Salesforce custom fieldsSalesforce validation rulesSalesforce Flow automationSalesforce Apex class generatorSalesforce Apex triggersSalesforce test class generatorSalesforce LWC generatorSalesforce permission setsSalesforce formula fieldsSalesforce page layoutsSalesforce approval processSalesforce reports and dashboardsSalesforce list viewsSalesforce profiles to permission sets migrationSalesforce workflow to flow migrationSalesforce custom objectsSalesforce record typesSalesforce picklist valuesSalesforce custom settingsSalesforce assignment rulesSalesforce automation toolSalesforce AI code generationSalesforce DevOps alternativeSalesforce change set alternativeSalesforce admin toolsSalesforce consulting delivery toolSalesforce metadata deploymentSalesforce org cleanupSalesforce technical debtdeploy Apex to Salesforceno-code Salesforce automationSalesforce field-level securitySalesforce sandbox deployment