Select the workflow that you want to migrate to flow and click on the ‘Migrate To Flow’ button as shown below. You can select one workflow at a time to migrate. If salesforce migrates the workflow successfully, you will get a message.
Full Answer
How do I export a flow in Salesforce?
Open Import/Export Flows. Run the Flow. Select Export, choose your Flow and click Next. You will see the export status while the Flow is being transferred. A success message will display once the Flow has been exported. The exported Flow is saved as a Salesforce File linked to your User record.
How do I move a rule to flow in Salesforce?
When you find the rule, you can either select it and then click the “Migrate To Flow” button, or there is a down-arrow at the right to select and click “Migrate To Flow.” Salesforce goes to work and makes the flow.
Are flows the future of salesforce automation?
You’ve heard the news from Salesforce events over the past year, and now you see a visual reminder whenever you interact with workflow rules in Salesforce: Flows are the future of Salesforce automation.
How to create an outbound message in Salesforce?
An Outbound Message is very similar to what we did for an Email Alert - you can add the existing action to the flow. Add an Action element to your flow, and for the details, the Type to select is “Core Action” and then start typing the name of your Outbound Message action. Select it, and then give the action a name and choose any record variables.
Import and Export Flows between Salesforce Orgs
Have you ever wanted to copy or move a Flow or Process Builder from one org to another without having to create a Change Set or rebuild it from scratch?
Import a Flow
1/2/21 – Eric Smith – Version 1.2 Refactored the Flow to use the Flow Base Packs
Automatic Migration from Workflow Rule to Flow
Unsupported Items For Automatic Migration
Manually Replicating A Workflow Rule in Flow
Outbound Message in Flow
Task Creation in Flow
- As mentioned earlier, task creation actions will not migrate automatically to Flow. For task creation, it will be similar to the Field Update migration, but you’ll choose a “Create Records” element to add to the flow. You can create one or multiple tasks with this element, and will want to choose the “Use separate resources” option to allow you to ...
Time-Dependent Workflow Items
Summary List When Re-Creating A Workflow Into A Flow