Modernization
Reduce Salesforce Technical Debt with AI
Technical debt compounds in Salesforce. Every deprecated Workflow Rule and Process Builder is a ticking clock — Salesforce will retire them. But no team has the bandwidth to manually convert hundreds of automations. SF Agent turns a months-long migration into a series of guided conversions.
Manual
Months of dedicated migration work
With SF Agent
Days with guided conversion
The Manual Way
- 1Inventory all legacy automation and configuration
- 2Prioritize by risk and deprecation timeline
- 3Plan migration sprints with developer resources
- 4Manually recreate each component in the modern pattern
- 5Test extensively across user profiles and record types
- 6Coordinate deployment to avoid business disruption
- 7Repeat for every legacy component in the org
With SF Agent
- 1Connect your Salesforce org to SF Agent
- 2The Transform Workbench identifies legacy components
- 3Select components to modernize — one at a time or in bulk
- 4SF Agent generates the modern replacements
- 5Deploy with confidence — preflight validation included
Example
You type:
“Identify and convert all Process Builders on the Account object to Record-Triggered Flows.”
SF Agent generates:
- ✓
Process Builder: Account_Update_Notifications → Flow - ✓
Process Builder: Account_Status_Handler → Flow - ✓
All decision criteria and actions preserved - ✓
Entry conditions translated to Flow trigger criteria
Stop clicking through Setup
Describe your salesforce technical debt 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
Clean Up Your Salesforce Org with AI
SF Agent's Transform workbench modernizes legacy orgs: convert Workflow Rules to Flows, Profiles to Permission Sets, and clean up unused automation.
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.
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