We've found the Salesforce migration tool for Workflow Rules to Flow Builder is very helpful in starting to transfer your Workflow automations to Flows. The biggest limitation of the current migration tool is around workflows that use a 'formula that evaluates to true' for their criteria.
Flows can only use lines of criteria NOT a formula. Any workflow that uses a formula in the criteria, that will not transfer, and you will have to rewrite it from scratch in the flow.
As long as the workflow you are migrating uses 'criteria are met', the tool should be able to migrate to a Flow without issue.
The system DOES allow you to evaluate the flow after migration in edit mode, you can make edits and changes to the Flow before Saving and Activating the new Flow.
The migration tool does NOT Deactivate or Delete the workflow you are migrating. If you choose to migrate, there is no loss of information. The workflow will remain intact and you can Deactivate the Workflow Rule once your new Flow is Active.
Migration Tool Example
In the following example, we will Migrate the Commission Workflow Rule which updates the Ready to Pay field with 50% of the Commission amount when the Sale Status is changed to Net. Our company is changing our commission payout process, and Reps will now receive 70% of their Commission when the Sale is marked Net. We need to update the automation accordingly.
NOTE: Your Rule Criteria must be using conditions were 'criteria are met'. The biggest limitation of the current migration tool is workflows that use a 'formula that evaluates to true' for their criteria, CANNOT BE MIGRATED USING THIS TOOL.
Open your Workflow Rule
Check your Rule Criteria to be sure the conditions are when 'criteria are met' and then Click Migrate your workflow rules to flows
Then select the Workflow Rule you want to migrate.
NOTE: You can only select ONE (1) Rule to migrate at a time.
Click Migrate to Flow at the top of the list
On the Migration details screen click Test in Flow Builder
The Flow will look something like this:
Click Edit on the Start Node
Ensure that the Flow is updating upon creation or update (the same as the former Workflow Rule)
Ensure the Conditions/Criteria is the same as the former Workflow Rule.
Next open and evaluate the Update Records action within the Flow
Be sure any field updates are updating with the correct data values. NOTE: In this example, we are trying to Edit the Formula used to update the Ready to Pay value.
Open the Toolbox
Open and evaluate any Formulas or Contants used to update the records in the Flow.
In this example, we are changing the Ready to Pay value and thus changing the Formula used to update the Value.
If our company decided to pay 70% of the Rep's Commission when the Sale is marked Net, I can simply adjust this Formula to multiply by 0.70 rather than 0.50. And I will Edit the name of the element to read "Pay 70 Percent Formula"
My updates to the Formula element will look something like this:
Use Save As to save your new Flow
NOTE: The Description in Flow Builder will indicate this Flow was Migrated and includes the Workflow Rule name and its Description as well:
Once Saved, you can Activate the new Flow.
Be sure to Deactivate the old Workflow Rule!
Salesforce has retired both Workflow Rules and the Process Builder. We recommend Admins start using Flow Builder for any automations or updates to existing automation in the system.