Retirement of Workflow Rules & Process Builder
Salesforce automation is moving fast, and if you’re still relying on Workflow Rules or Process Builder, it’s crucial to act now. These legacy tools are being retired in favour of Flow Builder. A modern, all-in-one automation platform that handles everything from simple repetitive tasks to complex, multi-step business processes.
This shift isn’t just about swapping tools. It’s a chance to rethink how your organisation works, increase productivity, and lay the groundwork for greater agility and growth. At iMMERSIVE, we’re here to guide you through this change with a smooth, strategic approach therefore your team can spend less time stuck in processes and more time achieving results.
Why This Shift Matters
Migrating existing automation might feel like a daunting challenge, especially if your workflows are complex or indispensable. But Flow Builder isn’t just a technical upgrade; it’s a new way of working smarter and more efficiently.
Here’s what Flow delivers compared to Workflow Rules and Process Builder:
- Simplified automation management: One unified tool replaces multiple legacy processes thereby reducing complexity.
- Enhanced flexibility: Flow supports intricate logic and branching finally allowing you to automate nuanced business rules.
- Scalability: Automation built with Flow adapts and grows alongside your organisation helping support your future needs.
- Better performance: Efficient flow designs mean faster execution and less maintenance overhead.
Organisations that embrace Flow early are setting themselves up with a responsive, intelligent automation platform that can grow and adapt alongside their business. Those that hesitate risk falling behind as the platform, and the wider Salesforce ecosystem, continues to evolve.
What You Can Do With Flow (That Wasn’t Possible Before)
Flow Builder unlocks a new level of automation sophistication beyond what Workflow Rules or Process Builder could handle:
Multi-step workflows:
Design complex, conditional processes with multiple branches and decisions. This lets you automate varied scenarios within a single flow, adapting actions based on specific criteria.
Cross-object updates:
Maintain data consistency by automatically updating related records across your Salesforce org. This ensures information stays accurate and aligned without manual intervention.
External system integration:
Use API calls directly within Flows to connect with outside applications and services. This enables seamless data exchange and process automation across different platforms.
User-guided screen flows:
Create interactive, step-by-step experiences that guide users through key processes. These flows improve accuracy and user confidence by providing clear instructions and real-time data validation.
For example, you can automate lead assignments based on dynamic criteria, trigger proactive notifications to sales reps when key account milestones are hit, or update quote stages in real time as approvals progress. These scenarios were either difficult or impossible with older tools, but Flow makes them straightforward and reliable.
How iMMERSIVE Makes Your Move to Flow Builder Seamless and Strategic
Migrating to Flow Builder is a chance to reimagine your automation so it truly supports your people and your business goals. At iMMERSIVE, we go beyond a simple “lift and shift.”
Here’s what sets us apart when helping organisations transition to Flow:
Strategic redesign, not just migration:
Instead of copying outdated automations, we rethink and rebuild them to remove complexity, streamline operations, and reduce technical debt. This means your new flows don’t just do what they did before. They do it better.
Built for scale and flexibility:
Using a modular approach, we design flows that adapt to your evolving needs. This prevents bottlenecks and ensures your automation keeps pace with your organisation’s growth.
Accelerated delivery with Catalyst™ frameworks:
We leverage tested Flow design patterns, tailored to your industry, so you can roll out improvements faster without sacrificing quality or reliability.
Clear, end-to-end process:
From discovery and auditing your existing Workflow Rules and Process Builders, through to designing, building, testing, and training your team, we manage the entire journey. You’ll always know where you are in the process, and what comes next.
Empowering your team for the future:
We don’t just hand over new flows. Through training and documentation, we make sure your people can confidently maintain and extend your automation which ultimately reduces long-term consultant dependency.
Our mission is simple: to help you unlock the full potential of Salesforce Flow Builder, so your organisation is ready for tomorrow, not caught off guard with retired products.
Ready to Take the Next Step?
Salesforce Flow Builder isn’t just the future of automation, it’s available now. Start your migration now to better position your business for long-term growth, innovation, and resilience.
Whether you’re ready to begin or still weighing up your options, iMMERSIVE is here to guide you. We can help you build smart, scalable automation that fits your people, your processes, and your plans for the future.
