It's official! Salesforce announced the retirement date for Workflow Rules and Process Builder. Users have until December 31, 2025 to convert all Workflow Rules and Processes to Flow. It's important to develop a strategy to convert to flow that helps optimize your automation.
If you're new to the Salesforce Eco-System and need help understanding where to start, reach out for a consultation on migration best practices.
With salesforce's migration to flow they've introduced the Migrate to Flow feature. This feature will allow you to migrate a single workflow rule or process to a single flow. This is prefect if you only have one piece of automation to migrate to flow.
However it's rare that you only created one piece of automation for say the Account object. Manual configuration is the best way to address this migration. Think of it as an opportunity to evaluate your automation and optimize it.
If you have a dozen workflow rules on one object, migrating these with migrate to flow will yield a dozen flows. That's a dozen pieces of automation to evaluate each time the record is created or saved. Ideally you would like your records to save as quickly as possible to avoid CPU timeouts.
Now with flow you have the ability to combine those 12 workflow rules into 1 flow with 12 decision outcomes. So instead of starting and evaluating 12 rules it starts 1 flow and executes the decision that evaluates to TRUE. This optimization minimizes save times for records and improves the end user experience.
Salesforce has a certification designed for users with 0-6 months of experience. The Salesforce Certified Associate Exam tests the knowledge of users with a basic working knowledge of the platform.
The beauty of the platform has always been a little or a lot design. You can utilize a little or a lot of the functionality. That’s exactly what this exam covers, a little functionality.
You can learn more about the exam on the Salesforce Certified Associate Exam Guide page. There’s also a trail mix to help you study for the exam Prepare for your Salesforce Certified Associate Credential.
Whether you’re an end user or an aspiring admin, The Certified Salesforce Associate exam is a great way for new users to sharpen their skills.