Modernization
Convert Salesforce Workflow Rules to Flow
Salesforce retired Workflow Rules in favor of Flows, but migration is manual and error-prone. Each rule requires rebuilding the logic in Flow Builder. The Transform workbench reads the rule and generates the equivalent Flow, preserving all actions.
Manual
30-90 min per Workflow Rule
With SF Agent
~5 min per rule
The Manual Way
- 1Document the Workflow Rule: trigger criteria, immediate actions, time-based actions
- 2Create a new Record-Triggered Flow matching the trigger
- 3Recreate field updates as Assignment elements
- 4Recreate email alerts as Send Email actions
- 5Recreate outbound messages as HTTP callout actions
- 6Handle time-based actions with Scheduled Paths
- 7Deactivate the Workflow Rule, activate the Flow, test everything
With SF Agent
- 1Select the Workflow Rule in the Transform Workbench
- 2SF Agent reads the rule metadata from your org
- 3Generates an equivalent Record-Triggered Flow
- 4Field updates, email alerts, and time triggers preserved
Example
You type:
“Convert the 'Closed Won Notification' Workflow Rule on Opportunity to a Flow, preserving the email alert and field update actions.”
SF Agent generates:
- ✓
Record-Triggered Flow: Closed_Won_Notification_Migrated - ✓
Trigger: After Update, when StageName changed to 'Closed Won' - ✓
Action 1: Field Update — set Closed_Date__c to TODAY() - ✓
Action 2: Email Alert — notify Account Owner
Stop clicking through Setup
Describe your salesforce workflow to flow migration in plain English. SF Agent handles the rest.
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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