For years, Workflow Rules and Process Builder were the cornerstone tools for task automation in Salesforce, and rightfully so. These features streamline complex processes, saving time and enhancing efficiency for countless organizations. Salesforce consultants frequently recommended them as indispensable solutions for success. However, as technology evolves, so does the Salesforce ecosystem. The focus has now shifted from these legacy tools to the more advanced Salesforce Flow. For businesses, the time to transition is now—delaying could mean falling behind in a rapidly changing landscape.

Why the urgency now? Despite the undeniable advantages of Salesforce Flow, many companies, including those partnered with seasoned Salesforce Professionals, continue to rely on Workflow Rules and Process Builder for their automation needs. These tools have done their jobs, but Salesforce Flow offers a far more robust, scalable, and flexible solution. The decision to switch may seem daunting, but moving to Flow is a lot simpler than it seems. In fact, with the right team, the transition can be concise and seamless.

Salesforce professionals have witnessed the transformative power of Flow. With its advanced capabilities and seamless integration within the Salesforce platform, it represents the next logical step in process automation. For businesses seeking guidance, trusted Salesforce consultants are ready to help navigate this critical transition. Whether it is providing essential advice or implementing advanced customization, these firms ensure the switch to Salesforce Flow is smooth and effective.

The future of automation within Salesforce is already here, and it’s called Flow. Now is the perfect time for businesses to embrace it and move forward with confidence.

An eye on the calendar: December 31, 2025

Salesforce will officially discontinue support for Workflow Rules and Process Builder on December 31, 2025. Users are strongly encouraged to transition their automation processes to Flow Builder ahead of the deadline to ensure uninterrupted functionality.

Why the shift?

Salesforce is prioritizing Flow Builder, a robust low-code automation tool that delivers superior flexibility and scalability. Designed to meet the evolving needs of businesses, Flow Builder offers modern capabilities for creating advanced and efficient automation solutions.

What happens after the deadline?

Although Workflow Rules and Process Builder will continue to operate beyond December 31, 2025, they will no longer be supported by Salesforce. This means no customer assistance, updates, or bug fixes for these tools, making it crucial for organizations to transition to Flow Builder well in advance of the deadline.

How to prepare

To ensure a smooth and efficient transition, businesses are encouraged to begin migrating their automation processes as early as possible. Since the migration process can be complex and require thorough testing, starting now will allow ample time to address potential challenges.

Why choose Flow Builder?

Flow Builder offers numerous advantages, including enhanced performance, better debugging tools, and improved error handling. It also provides advanced features such as Screen Flows and the ability to create reusable, scalable automation processes that adapt to growing business needs.

By making the shift to Flow Builder, businesses can future-proof their automation strategies and stay ahead in a rapidly evolving Salesforce ecosystem.

Ensuring a smooth transition to Salesforce Flow

As the deadline approaches, the following guidance will help businesses structure their roadmaps and successfully transition to Salesforce Flow.

1. Assess existing automation

   First, organizations should conduct a comprehensive inventory of all active automation within their Salesforce environment. This includes identifying Workflow Rules, Process Builder processes, and any other automation tools currently in use.
   
   After compiling the inventory, it's essential to categorize the workflows and processes based on their function. This will help determine the most efficient transition of each automation into Flow.

2. Understand the differences between legacy tools and Flow

   Once the inventory is complete, the next step is to categorize workflows and processes based on their purpose. This approach ensures a more organized and efficient transition of each automation into Salesforce Flow.

3. Plan the migration

   Developing a migration strategy begins with prioritizing key automations that have the most significant impact on business operations. Start with these critical processes and map out how they will be restructured within Salesforce Flow. While some workflows may be straightforward to convert, others may require more complex configurations. Allocating sufficient time for thorough testing is essential to ensure each migrated process functions seamlessly in its new Flow setup.

4. Rebuild and test

   Rebuilding automation in Salesforce Flow requires carefully replicating existing processes using Flow's more advanced capabilities. Begin by recreating each automation using Flow Builder, leveraging features like decision elements, loops, and actions to enhance functionality.
   
   Once the new flows are built, thorough testing is crucial. Test each flow across various scenarios to ensure it operates as expected, covering successful outcomes and potential error cases. Salesforce's debugging tools can assist in identifying and resolving any issues during the testing phase. After validating performance, the flows can confidently be deployed to production, allowing for a smooth transition from legacy automation tools.

Preparing for the Salesforce Flow deadline

As the December 31, 2025, deadline approaches for the end of support for Workflow Rules and Process Builder, now is the time to start transitioning to Salesforce Flow. Migrating early ensures your automation is optimized for the future, with enhanced features and improved efficiency.

If you need guidance on making the switch, Citrin Cooperman’s Digital Services Practice can support you through every step of the process. Contact us today to schedule a consultation and streamline your Salesforce automation strategy.