The migration is mandatory for any org with active Workflow Rules. Plan a multi-quarter project: inventory, migrate, test, cut over.
- Inventory existing Workflow Rules
Setup, Workflow Rules. List every active rule, the object it''s on, and the actions it fires.
- Open Migrate to Flow
Setup, Quick Find, Migrate to Flow. The tool shows every Workflow Rule and Process Builder process available for migration.
- Migrate one rule at a time
Pick a rule, click Migrate to Flow. The tool generates the equivalent flow. Open the flow in Flow Builder for review.
- Review and adjust the generated flow
Inspect the entry conditions, elements, and connections. Adjust for any patterns that did not translate perfectly. Add error handling.
- Test in sandbox
Activate the flow in sandbox. Create and update records meeting the original rule criteria. Verify the flow produces the expected outcome.
- Coordinate cutover in production
Deactivate the original Workflow Rule at the same moment you activate the new flow. Use Change Sets or DevOps Center to ship the change atomically.
- Double-execution is the most common migration bug. The new flow and the legacy rule both fire on the same DML, doubling actions.
- Complex formulas may not translate cleanly. Plan a review pass after every automatic migration.
- Time-dependent Workflow Rule actions become scheduled paths in the flow. The semantics are similar but not identical.
- Workflow Rules retired in 2026. Migrations cannot wait; plan the work over multiple quarters.