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Migrate to Flow
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- 2. Migrate to FlowTimeline ● Dreamforce ‘21: Workflow Rule & Process Builder retirement announced ● Spring ‘22: Migrate to Flow tool (Beta) & Flow Trigger Explorer ● Summer ‘22: Migrate to Flow tool enhancements & Flow Trigger Explorer from Object Manager ● TBA: Process Builder Conversion tool (originally expected Winter’ 23, now Spring ‘23) ● No Plans to retire Email Alert (but Flow has an Email Action and UnofficialSF has Send Better Email) ● Currently no plans to retire Approval Processes ● Looking at turning off ability to Create New near end of ‘22 (originally Winter ‘23) All planned dates are subject to change! Primary Source: https://admin.salesforce.com/blog/2021/go-with-the-flow-whats-happening-with-workflow-rules-and-process-b uilder
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- 4. Flow Best Practices 1.Use Naming Conventions 2. Use Versions and Comments 3. Use Element Descriptions 4. Don’t Hardcode 5. Use Auto-Layout 6. Be aware of API Versioning 7. One Before and One After Record Triggered Flow per Object vs Using Defined Run Order 8. Know how your flows are affected by the Order of Execution Source: (1-5) Salesforce Flow Quick Reference by Gradient Works (will be posted to our Trailhead Group)
- 5. Order of Execution Source:https://medium.com/salesforce-architects/salesforce-order-of-execution-visualized-76ac45721eba
- 6. Order of Execution:Where’s Flow? Source: https://medium.com/salesforce-architects/salesforce-order-of-execution-visualized-76ac45721eba Before Save Record Triggered Flows (3) EXECUTE BEFORE Before Triggers (4) After Save Record Triggered Flows (14) EXECUTE AFTER After Triggers (8)
- 7. Plan Ahead 1. Reviewcurrent Workflow Rules & Process Builders. 2. Remove obsolete and inactive WF & PB. 3. Determine groupings when there are multiple per object. 4. Communicate with your managers. 5. Communicate upcoming changes with your users. 6. Set a schedule, make it complete & communicate it. (Not just when you will move things but also when you will stop adding new WF/PB or just doing quick edits without moving to Flow). 7. Work in a Sandbox. 8. Test, have others test too, make fixes and test again. Did I say test?!?!? YES! 9. Deploy and then activate. 10. Don’t forget to inactivate and remove WF & PB that have been replaced. 11. Celebrate when you finish!
- 8. Learn Moar AboutFlow Recommended Trailhead Modules ● Flow Basics ● Flow Builder ● Flow Troubleshooting ● Record-Triggered Flows YouTube Recordings ● Channel: Salesforce Automation Hour ● Playlist: Apex Hours Salesforce Lightning Flow ● Playlist: Salesforce Admins Flow Builder Tutorials Blogs ● Automation Champion Learning Flow Guide