In a significant shift toward modernizing its automation capabilities, Salesforce has announced the retirement of two of its long-standing features: Salesforce Workflow Rules and Salesforce Process Builder. Users worldwide will want to take action before the end of official support later this year. As the company sets its sights on a more advanced, low-code automation solution, Flow Builder, here’s what you need to know about the transition and how it impacts you.
When Does Support End for Salesforce Workflow Rules and Salesforce Process Builder?
Salesforce has confirmed it will no longer support Salesforce Workflow Rules and Salesforce Process Builder starting on December 31, 2025. The company is encouraging users to migrate their automation to Flow Builder, a platform designed for its modern, extensible, and low-code nature, aiming to meet the evolving needs of businesses in the automation sphere.
What Is Salesforce Flow Builder?
Salesforce Flow Builder is a powerful automation tool that enables users to design and deploy complex business processes efficiently. As a low-code platform, it allows for versatile automation, ranging from simple data updates to intricate, multi-step workflows. Flow Builder stands out for its intuitive design interface, extensive functionality, and flexibility. It is an ideal solution for businesses seeking to streamline operations, enhance efficiency, and deliver personalized customer experiences without extensive coding knowledge.
Why Are Workflow Rules and Process Builder Retiring?
Salesforce’s commitment to innovation and efficiency in automation technologies means it is focusing development efforts on Flow Builder. Salesforce aims to provide a unified, powerful automation tool that simplifies the creation and management of complex business processes.
This strategic decision will help deliver a future-proof, scalable automation solution that can adapt to the changing business landscape. This seems to be a bid to evolve with its users’ needs and provide a more efficient automation solution built for 2024’s business environment.
What This Change Means for Salesforce Users
For Salesforce users relying on Workflow Rules or Process Builder, this announcement means that after 2025, any active rules or processes you have will no longer receive customer support or bug fixes. While existing automation may continue functioning, the absence of support and updates could pose significant operational risks.
What Does Salesforce Recommend?
Salesforce is urging users to begin planning the migration of their active rules and processes to Flow Builder. Given the potential complexity of migration and the need for thorough testing, Salesforce offers a “Migrate to Flow” tool to assist users through the process. Users not migrating to Flow Builder by the deadline may face operational challenges, including a lack of customer support and bug fixes. To check if you’re affected:
- For Workflow Rules Users: Navigate to Setup, check Process Automation and Workflow Rules, and check the Active column for any active rules.
- For Process Builder Users: Go to Setup, select process Automation, Process Builder, and sort the Status column for Active processes.
What are Workflow Rules and Process Builder in Salesforce?
Workflow Rules and Process Builder are Salesforce’s legacy automation tools that aim to simplify business processes. Workflow Rules allow users to automate standard internal procedures, such as sending email alerts and updating fields based on specific criteria. Process Builder offers more complexity, enabling the creation of multi-step processes involving conditional logic, record updates, and integrations with other Salesforce apps. Both automate repetitive tasks, improving efficiency and ensuring consistency across various business operations.
Have Questions? Contact Advanced Cloud Solutions
Are you navigating the complexities of Salesforce’s transition from Workflow Rules and Process Builder? Don’t journey alone! Advanced Cloud Solutions is here to guide you through every step of the migration process. Our team of experts is well-versed in the intricacies of Salesforce automation and is ready to help in the transition to Flow Builder. Contact Advanced Cloud Solutions today for personalized advice and solutions that align with your business needs.
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