Migrating from Workflow Rules and Process Builder to Flow involves more than copying automation logic from one tool to another. A strategic approach helps reduce clutter, improve performance, and avoid rework down the road. Here’s how we typically approach it:

Review the Documentation

Salesforce has provided a guide for approaching these projects.  This will help understand the requirements and planning deadlines.  Please see below for a link.

https://help.salesforce.com/s/articleView?language=en_US&id=001096524&type=1 

Inventory Existing Automations

Start by cataloging all existing Workflow Rules and Process Builder flows. Salesforce provides a “Where is this used?” tool and a Flow Migration Tool, but even with these, it’s important to manually review dependencies, field updates, email alerts, and custom logic.

Identify Redundant or Outdated Automations

Many orgs accumulate automations over time that are no longer needed. Before migrating, we flag automations that haven’t triggered recently or no longer match current business processes. Removing these reduces complexity and makes the migration easier.

Consolidate Where Possible

Some automations created in Workflow Rules or Process Builder are fragmented—split into multiple processes that could be combined into a single Flow. Consolidation not only improves maintainability but can also improve system performance.

Replace Automations with Native Features

In many cases, Salesforce’s platform has evolved to include declarative tools that make certain automations obsolete. For example, record-triggered flows and dynamic forms now handle scenarios that used to require Process Builder. We look for places to simplify with out-of-the-box functionality.

Build in Salesforce Flow

We then recreate valid automations in Flow—either as record-triggered Flows, schedule-triggered Flows, or autolaunched Flows, depending on the logic. This stage often involves rethinking how data flows through the system, using Flow’s more powerful capabilities like loop logic, decision branches, and subflow reuse.

Test Thoroughly

Before anything goes live, every new Flow is tested in a sandbox environment. We verify that record triggers fire correctly, that values are updated as expected, and that no unintended side effects occur. Testing also includes edge cases and rollback scenarios.

Deploy and Monitor

Once validated, we deploy the Flows to production, typically using change sets or deployment tools like Salesforce DevOps Center. Post-deployment monitoring ensures automations perform as expected and gives stakeholders time to adjust to any changes.

Ongoing Optimization

The migration process is also a great time to implement naming conventions, version control, documentation practices, and admin-friendly dashboards that track automation health. These best practices pay dividends long after the migration is complete.