Modernization
Convert Salesforce Workflow Rules to Flow
Legacy automation migration is behavioral reconstruction, not a mechanical Flow conversion. The Transform workbench reads the source behavior, recommends a testable target, and does not create a new Flow.
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
- 3Reconstructs behavior and recommends a governed Apex or LWC + Apex target
- 4Preserves field updates, notifications, timing, security, and exception semantics in the verified target
Example
You type:
“Modernize the 'Closed Won Notification' Workflow Rule on Opportunity, preserving the email alert and field update outcomes.”
SF Agent generates:
- ✓
Apex service and trigger-handler integration: ClosedWonNotification - ✓
Entry: After Update, when StageName changes to 'Closed Won' - ✓
Behavior: set Closed_Date__c and notify Account Owner - ✓
Evidence: bulk, permission, behavior, regression, and rollback tests
Stop clicking through Setup
Describe your salesforce workflow to flow migration 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
Automation & Code
Safely Modernize Salesforce Automation with AI
Describe the outcome in plain English. SF Agent routes new automation to tested Apex and permits only bounded, baseline-preserving updates to named existing Flows.
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
Build Salesforce Approval Processes with AI
Describe your approval workflow. SF Agent generates the process with entry criteria, approval steps, email alerts, and field updates — ready to activate.
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