Flow is the future. But without a plan, it’s a platform risk.
Salesforce is officially ending support for Workflow Rules and Process Builder. Every Salesforce org needs to migrate to Flow—including yours.
And while Salesforce offers a migration tool, it doesn’t actually plan or optimize your transition. It copies what exists, logic and flaws included. That might work for a sandbox. But in a live system where automation drives approvals, billing, escalations, or forecasting? That’s a business continuity risk masquerading as convenience.
Why Now, and Why This Catches Teams Off Guard
This shift didn’t come out of nowhere. Salesforce announced its platform modernization roadmap last year, and early phase-outs of support are already underway.
Many teams are only just beginning to realize how deeply this affects them, because automation often runs behind the scenes. Much of it was built years ago—by people who’ve moved on, for processes that may no longer exist. Yet the logic still runs. It still updates records, triggers escalations, and moves money.
And when the tool migrates those automated workflows blindly, you inherit the confusion.
The deadlines may feel far off, but migration takes longer than teams expect. And the further you push it, the more technical debt you cement.
The Flow migration tool copies. It doesn’t curate.
Salesforce’s migration tool promises simplicity: click a button, and your Workflow Rules become Flows.
But what it won’t do is help you decide what stays, what goes, or what needs rework. It won’t:
- Flag overlapping triggers or conflicting logic
- Identify automations tied to deprecated processes
- Highlight redundant rules built by different admins
- Detect friction points already causing errors or slowdowns
If your environment has grown organically over the years—especially under the pressure of fast fixes and shifting ownership—this is where things get dangerous.
What Happens When You Migrate to Flow Without Diagnosing
Many environments look stable until something breaks. A sales push triggers an outdated escalation. A critical approval flow collides with a newer automation. Admins end up firefighting with little documentation and no rollback option.
And once it’s in Flow, you can’t migrate back to workflow rules. If something fails, the best-case scenario is a last-minute rebuild under pressure. Worst case? Missed SLAs, compliance flags, or revenue-impacting errors.
Smart teams investigate before they migrate.
From 100+ Workflow Rules to a Clean, Clear System
We recently worked with a large enterprise team that had over 100 workflow rules and dozens of Process Builder automations, all layered across years.
Instead of migrating on faith, they brought us in to run a full diagnostic. We’ve led dozens of orgs through this exact transition. We mapped their entire automation landscape, pinpointed conflicts, and flagged unused logic. Here’s what we helped them do:
- Retire more than 40 automations that were no longer needed
- Rebuild core processes using efficient, maintainable Flow patterns
- Resolve silent conflicts before they could cause system failures
Their migration eliminated disruption risk and became a strategic opportunity to streamline, modernize, and regain control—turning what could have been a technical fire drill into a foundation for faster change.
The Questions the Flow Migration Tool Doesn’t Ask—But You Need To
Before you migrate anything, you need clarity. Not just a list of workflows—an understanding of how they function in real time. Ask:
- Why does this logic exist, and is it still tied to a real process?
- What other automations touch the same data?
- Could multiple flows be firing on the same record change?
- Have any of these rules already been replaced in Flow?
- What’s safe to retire and what needs to be rebuilt?
These questions determine success or failure, but the tool doesn’t prompt you to ask them.
Get ahead of the risk. Diagnose first.
If your team relies on Salesforce automation to drive business-critical processes, you can’t afford a copy-paste migration. You need visibility.
That’s exactly what Coastal’s Salesforce Diagnostic delivers:
- A complete inventory of your current automations
- Identification of conflicts, redundancies, and performance issues
- A phased, risk-aware migration plan that sets you up for long-term success
This goes beyond compliance. It’s about control. And if you’re facing the Flow transition without a roadmap, it’s time to get one.
You’ll likely discover this migration reveals opportunities you never knew existed—security gaps, performance bottlenecks, and strategic improvements that deliver real ROI beyond just staying compliant.
If automation runs your business, this migration is your chance to regain clarity, reduce risk, and build a system that’s ready for what’s next. Let’s make it count.
Ready to map your automation landscape before you migrate?
