fosteringllc.com Open in urlscan Pro
18.117.48.159  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Navigation
 * Salesforce
 * Store
 * Non Profits
 * About Us
   * Client Portfolio
   * Blog
   * Contact Us
 * Client Portal
 * 320.245.7955

 * Salesforce
 * Store
 * Non Profits
 * About Us
   
   * Client Portfolio
   * Blog
   * Contact Us
 * Client Portal
 * 320.245.7955


THE BLOG

Home Blog Moving to Flow


MOVING TO FLOW



Flow is the Way to Go

Process Builder and Workflow Retirement

So, you may have heard, Flow is the standard for process automation as
Salesforce made it official that Process Builder and Workflow will be retiring
starting October of 2022 (Winter ’23 Release). You won’t be able to create any
new Workflow Rules and Processes in the future.

Here is the retirement timeline:


So what’s to do next?

Follow these Steps
 1. Learn Flow, Trailhead estimates about seven hours to complete the Trailheads
    modules. Here is a trailmix I put together to help.
 2. Understand Flow jargon. There are many words that mean something in Flow.
    Here is a great article to study: A-Z Guide to Salesforce Flow Builder.
 3. Understand Flow Limits.
 4. Document and analyze your current Workflow Rules and Processes Don’t keep
    what you don’t need. Align your existing automation to your business
    processes. Fostering uses Jira and Confluence for documentation purposes
    like this.
 5. Review your existing Flows. Try not to have more than 3 flows per object.
    Document and compare them to your existing Workflow Rules and Processes.
 6. Convert Workflow Rules using the Migrate to Flow Tool. This tool doesn’t
    convert your existing Processes to Flows.
 7. Rebuild your Processes as Flows.
 8. Test your new Flows in a Sandbox.
 9. Release your new Flows to Production.


Cost
Based on little-to-no knowledge of Flow…
 * Training and experience: 1 week+
 * Document and analysis:1-2 weeks+
 * Convert and Rebuild: 2 weeks +
 * Test and Deploy: 1 week


Average estimate: 5-8 weeks

-OR- Contact Fostering
 1. Contact Fostering
 2. We will collaboratively review your current Workflow Rules and Processes.
 3. We will provide an estimate of hours based on our rate card.
 4. We will assign an account manager and provide weekly check-ins and demos as
    we progress through the migration
 5. Done : )


Cost
Typically under $5,000 and 2-3 weeks.

Remember: You will not be able to create any new Workflow Rules starting October
of this year. Process Builder is scheduled for retirement in February of 2023.

We recommend that you document and analyze your existing Workflow Rules and
Flows well before October 2022.


I invite you to schedule a complimentary 30-minute Salesforce Certified
Architect consultation about Flow, Process Builder, and Workflow Rules.

Let’s take time to review your current Processes and Workflow Rules to see what
technical debt you may be carrying.

Click here to schedule a time to meet.

Look forward to it,
Matt Foster, CEO and Salesforce Architect


ADMINISTRATOR | SALES & SERVICE CONSULTANT | DATA & APPLICATION ARCHITECT |
DEVELOPER | APP BUILDER | FIELD SERVICE | CPQ | UI DESIGNER

 * Home
 * Salesforce
 * Custom Solutions
 * Client Portfolio
 * Contact Us
 * Client Login
 * Referral Submission
 * Blog

320.245.7955 | 16 9th Ave N St. Cloud, MN 56303

powered by sprout


Contact Us●


EmailMuteEnd Chat

undefined

Sorry we are away, but we would love to hear from you and chat soon!

Send Away