Rumors have been swirling for quite some time about the potential for Workflow Rules and Process Builder retirement – and it’s true, it really is happening.
Salesforce has been rapidly enhancing Flow’s functionality and encouraging us to migrate from Workflow Rules and Process Builder to Flow. If you’ve been keeping a close eye on the support documentation on Salesforce Help or Trailhead, you may also have noticed that the advice on which automation tool to use has been updated recently.
Check out “Choose the Right Automation Tool” on Trailhead and you’ll see the following message:
“For all behind-the-scenes automation needs, we recommend that you use Flow Builder. Use Process Builder only if you’re already familiar with using it and you need to edit an existing process. To create a new automated process, use Flow Builder instead.”
Workflow Rules don’t even get a mention, except under the guise of approval processes!
This table is from Trailhead, “Choose the Right Automation Tool”:
Workflow Rules & Process Builder Phased Retirement
So, the writing has been on the wall for some time, but during Dreamforce ‘21, the Product Manager responsible for the retirement, Patrick Stokes, delivered more detail about what to expect.
Patrick explained that there will be a formal end-of-life roadmap, governed by an end-of-life council, and they have several stages of retirement planned (Safe Harbor):
- Spring ‘22 release: launch migration tool for Workflow Rules
- Summer ‘22 release: launch migration tool for Process Builder
- Winter ‘23 release: you will no longer be able to create new Process Builders or Workflow Rules
As you can see, it will be a gradual process over the course of years, not months, so no need to panic. Even better, Salesforce plans to deliver migration tools to support us.
Workflow Rules and Process Builder have been around for quite some time (Workflow especially) and so, migrating your existing processes to Flow will be no easy task. Not only will setting up new Flows take time, there is also the need to upskill for many Admins and Consultants, who may not yet be entirely comfortable with using Flow.
If, like me, you want to get started on your journey with Flow, Salesforce Ben has plenty of resources to help you on your way! Here are just a few suggestions, but there are many more on our website.