Bringing order to the Automation App is mostly about consolidating around Flow Builder, retiring legacy automation, and building active monitoring.
- Inventory existing automation
List every Flow, Process Builder, Workflow Rule, and Approval Process. Group by object and impact. The inventory is the foundation for consolidation.
- Consolidate around Flow
Use Migrate to Flow to convert Workflow Rules and Process Builders to Record-Triggered Flows. Plan the migration in waves by object.
- Build monitoring dashboards
Create Lightning dashboards on FlowInterview and Failed Flow Interviews. Add alerts on failure spikes. Without monitoring, automation issues go silent until users notice.
- Define ownership and governance
Document who owns each automation, who can edit it, and what the review process is for changes. Automation without ownership accumulates risk over years.
- Train admins and stakeholders
Document the Automation App scope (Flow Builder, Marketing Cloud Automation Studio, ISV automation apps) so admins know where to look. Mismatched expectations are the most common Knowledge gap.
- Multiple automation tools running on the same object produces conflicts and unpredictable order. Consolidate around Flow.
- Workflow Rules are retired and Process Builder is in maintenance. New work belongs in Flow, not in legacy tools.
- Marketing Cloud Automation Studio is a separate product from CRM Flow. The two do not share governance or monitoring.
- Without monitoring dashboards, automation failures stay silent. Build dashboards before counting on automation in production.