Salesforce Workflow Rule Conversion to Flow

Workflow Rules are slowly being deprecated in Salesforce. In this article, you'll learn about the conversion of existing Workflow Rules that are used to update the HL_Mod_Date custom field on Contact/Account for the Community Periodic Sync to Flows.

Read this Salesforce Admins blog to learn more.

Follow the steps below in Salesforce to make this conversion:

1. Navigate to Setup.
2. From the left menu, navigate to Process Automation > Migrate to Flow or search for Migrate to Flow in the Quick Find search field.
3. From the list, select the Workflow Rule you want to convert (in this case, the one that updates the HL_Mod_Date__c field on the Contact or Account object), and then click Migrate to Flow.

4. After the migration is complete:

• Confirm the process type of the new SF Flow is Autolaunched/Record-Triggered Flow.
• Switch your Workflow Rule and flow activations (deactivate your Workflow Rule and activate your flow).
• You can also confirm if your new SF Flow is active by going to Object Manager > Contact or Account > Flow Triggers.

• • Test by making updates to one of the fields listed in the Formula on Flow’s configuration page and see if the HL_Mod_Date__c is getting updated to Now() or your SF instance's current date and time.
  • To get to Flow’s configuration:

    1. Navigate to Process Automation > Flows, and then click the Flow (this will open the flow builder in a new browser window or tab).

    2. Click Edit.

1. 1. 3. On the configuration page, you can also view or update the conditions/formula for the trigger.