I still remeber the first automation which I learnt in Salesforce was workflow rule. Of late, many of you might have heard or read about this news that Salsforce is going to retire workflow and process builder. Through this post, I will try to demistify all the doubts in and around workflow and process builder.
Salesforce Platform currently has at least three tools which contain an overlapping set of automation functionality: Workflow Rules, Process Builder, and Flow. So, does this make sense for you as a admin to maintain all these three which has very similar features?
Salesforce statement
As we look to the future and listen to our customer feedback, it’s clear that process automation being spread across so many disparate toolsets hampers both maintenance and innovation. So, we’re going with the Flow. By investing your triggered automation in Flow, we can offer you a more robust and sustainable future — and a lot of great, new goodies.
As the future accelerates digital transformation, it’s clear that automation is not just a one-time project. It requires care and tending as you help it to grow and support your business — a little like that quarantine house plant we all bought. Flow is the right platform for the future to not only build out your workflows and process but also maintain and grow them as the demands of your business change.
Flow can offer:
Better performance all around, as well as the ability to refine and streamline high-volume automation via features like Run Asynchronously, Fast Field Updates (Before Save), and Entry Conditions.
Better error handling, troubleshooting, and debugging
Exceptional extensibility with Invocable Actions and Sub-Flows.
What about retirement?
Salesforce is not going to shut down workflow and processbuilder immediately, but they are recommending to use Flow going forward. They are aslo going to give you some migration tool to migrate your existing workflow and process builder into flow. Here are the time lines.
An initial migration tool with support for Workflow Rules translation to Flow will be released in Spring ’22.
Additional support for Process Builder migration is currently estimated for Summer ’22 (and dependent on feedback from the initial migration tool).
We plan to begin blocking the ability to create new processes and workflows in Winter ’23, pending successful migrations and community input.
Note- These dates are all forward looking statements and subject to change.
For more information- https://admin.salesforce.com/blog/2021/go-with-the-flow-whats-happening-with-workflow-rules-and-process-builder