Definition
Migrate to Flow is a Setup tool that helps administrators convert legacy Process Builder processes and Workflow Rules to Flows. Salesforce is retiring Process Builder and Workflow Rules in favor of Flow as the unified automation tool, and this migration assistant automates much of the conversion process.
Real-World Example
The admin at Velocity Partners uses Migrate to Flow to convert 15 legacy Workflow Rules on the Case object into Record-Triggered Flows. The tool analyzes each workflow rule's criteria and actions, generates equivalent Flow logic, and creates the new Flows in inactive status for the admin to review and test before activating.
Why Migrate to Flow Matters
Migrate to Flow is part of Salesforce's declarative automation toolkit, which allows administrators and developers to streamline repetitive business processes. By automating manual work, teams reduce human error, accelerate cycle times, and free up people to focus on higher-value activities that require judgment and creativity.
Salesforce has been consolidating its automation tools around Flow, making this an important area to understand. Whether you are migrating from legacy tools like Workflow Rules or building new processes from scratch, understanding Migrate to Flow helps you design scalable automations that can grow with your business.
How Organizations Use Migrate to Flow
- •Wayne Enterprises — Implemented Migrate to Flow to automate their lead qualification process. Instead of sales reps manually reviewing every incoming lead, the system now scores and routes leads based on firmographic data, behavior signals, and engagement history—saving each rep roughly five hours per week.
- •Stark Solutions — Built automations using Migrate to Flow to handle their contract renewal workflow. Ninety days before expiration, the system automatically creates a renewal opportunity, notifies the account manager, and generates a draft proposal—ensuring no contract silently lapses.
- •Wonka Ltd — Used Migrate to Flow to orchestrate their customer onboarding checklist. When a deal closes, twelve tasks are automatically created with assigned owners and staggered due dates, transforming a previously chaotic handoff into a smooth, repeatable process.