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Blog

Salesforce to Retire Process Builder and Workflow

Most of you have come across this update that Salesforce is retiring Workflow Rules and Process Builder, and it’s true; it’s happening. Salesforce announced at Dreamforce that they plan to deprecate Workflow Rules and Process Builder in Winter 23. While your existing Process Builder will continue to run, you won’t be able to create new automation using these tools. Instead, you have to run new automation using Flow. 

 

Why does Salesforce want to retire Process Builder and Workflow Rules?

Salesforce CRM has become a hit because it has tried to provide multiple tools for automating repetitive tasks. By automating repetitive tasks, you can give time to those activities which generate new sales and build customer relations. 

Salesforce will now stop its automation tools like Process Builder, Workflow Rules and Flow, and all the work will be done in Flow. These are three separate tools; maintaining and enhancing multiple tools is time-consuming and costly. Moreover, automation is becoming even more and more complex; it gets challenging to get an overview of your automation when it is spread across several tools. So more sophisticated tools are required. Now, Salesforce focuses more on enhancing and future-proofing Flow.

Why Flow?

Salesforce is constantly trying to enhance Flow’s functionality and encouraging us to move away from Process Builder and Workflow Rules. Flow alone is capable of doing much more work than either Workflow Rules or Process Builder. 

Flow has many significant advantages over its counterparts:

  • It is much more efficient and runs faster than Process Builder.
  • Unlike Process Builder and Workflow Rules, it is less likely to hit system limits when processing huge chunks of data.
  • Flow is capable of doing more complex tasks.
  • Flow has power error handling and debugging.
  • It also offers other additional features such as Screen Flows and Sub Flows.

Salesforce has made it clear to its users that the requirement for Process Builder and Workflow Rules as automation tools is diminishing with each update. Salesforce has developed tools to ultimately change Workflow Rules and Process Builders to Flow.

The most significant technological advantage that Flow offers is the capacity to run a record-triggered flow “before save”. This is incredibly important in light of the fact that all Process Builders and Workflow Rules run “after save”.

Around here at Manras, we’ve forever loved Flow. We’ve been particularly thrilled by the latest augmentations to Flow, permitting them to be set off by record changes, planned to run in the future and even send outbound messages. We can see that Flow is the future of automation tools as with each update, Salesforce has put more and more emphasis on making Flow a better tool than its counterparts. The usability of Process Builder and Workflow Rules is not the same as earlier, as Flow provides conditions for users to perform tasks more easily, efficiently and effectively while enjoying the experience. 

For the most part, we endeavour to upskill and expand our team in this period, where we acknowledge we are growing alongside Salesforce. Considering new declarations made by Salesforce in their last dreamforce, we chose to upskill our whole team to Flow with the goal that we can be fully prepared to incorporate Flow before its launch in Winter of 2023. We have developed our training materials to further develop the Trails given by Salesforce, ensuring our team knows how to build automation using Flow and why each action is performed.

At Manras, we have also looked at advancements as new opportunities, Process builder and Workflow have been the core to solving so many problems across domains and industries and we are so excited to replace that with ‘Flow’ and solve rather more and bigger problems. We are so excited to welcome ‘Flow’, please feel free to reach out to us at team@manras.com and we will be more than happy to walk you through the new features and tell you more about how ‘Flow’ can actually help your business operations flow flawlessly. 

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