One-to-one copies
Converting each rule into its own flow keeps the mess. You end up with dozens of record-triggered flows on the same object and unpredictable order of execution.
Flow migration
Migrate Process Builder and Workflow Rules to Flow, without breaking production.
Salesforce ended support for Workflow Rules and Process Builder on 31 December 2025. They still run, but bugs won’t be fixed. We move your automation to Flow, consolidate it, and test it properly.
The problem
Why the Migrate to Flow tool isn’t enough on its own.
Hidden dependencies
Field updates that fire other rules, Apex triggers on the same object, and email alerts that someone relies on. Miss one and a business process silently stops.
No regression safety net
Legacy automation rarely has tests. Without a test plan, the first sign of a broken migration is a user complaint.
Our approach
A migration you can sign off.
- 1
Inventory
Every active Workflow Rule, Process Builder and trigger, mapped by object, with what each one does and who depends on it.
- 2
Design
Consolidate into one before-save and one after-save flow per object where it makes sense, with clear entry criteria.
- 3
Build and test
Build in a sandbox, with a test script per business scenario and Apex tests where automation touches code.
- 4
Cut over
Deploy object by object, deactivate legacy automation, and monitor errors for two weeks after each release.
What you get
What you get.
A fixed-scope project, quoted after the inventory. Most of the risk is in the inventory, which is why we do it first.
A good fit if
- You still have active Workflow Rules or Process Builders
- You tried the Migrate to Flow tool and ended up with too many flows
- You want the work done once, properly, before adding Agentforce
- Automation inventory by object, with owners and dependencies
- Consolidated Flow design per object
- Migrated, tested flows deployed through your release process
- Legacy Workflow Rules and Process Builders deactivated
- Regression test scripts your team can reuse
- Documentation of every flow: purpose, entry criteria, actions
Talk to a Salesforce master
Tell us about your legacy automation.
We’ll come back with a migration approach, scope and timeline before you commit.
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Will my Workflow Rules and Process Builders stop working?
Not immediately. Salesforce ended support on 31 December 2025, which means existing automation keeps running but receives no bug fixes or customer support. The risk grows with every Salesforce release.
Can’t we just use the Migrate to Flow tool?
It helps for simple rules, and we use it where it fits. It converts one rule at a time and doesn’t consolidate, untangle dependencies, or test business scenarios, which is where migrations usually go wrong.
How long does a migration take?
It depends on the number of objects and rules. We start with an automation inventory and the free Org Scan, which together give you a firm scope and timeline before you commit.
Do you migrate Apex triggers too?
Only where moving logic to Flow makes the org simpler. Complex or high-volume logic usually stays in well-tested Apex.