How do I migrate workflow rules to flows

Since Salesforce has officially retired Workflow Rules, migrating them to Flow Builder is a critical task for maintaining your org. Salesforce provides a built-in tool called the Migrate to Flow tool to make this process easier, though complex logic may still require manual rebuilding.

Step 1: Access the Migration Tool

How do I migrate workflow rules to flows | Salesforce | Step 1

Navigate to Setup.
In the Quick Find box, type Migrate to Flow.
Select Migrate to Flow from the results.

Step 2: Select the Workflow Rule

The tool will display a list of all active and inactive Workflow Rules in your system.

How do I migrate workflow rules to flows | Salesforce | Step 2

Find the Workflow Rule you want to migrate.
Check the box next to the rule name.
Click the Migrate to Flow button in the top-right corner.

Step 3: Review and Map Criteria

Select the Criteria you want to migrate (usually there is only one).
Click Migrate to Flow.
Salesforce will generate a new Record-Triggered Flow that mimics the logic of your old rule.
Click Test in Flow Builder to open the new flow and verify the elements.

Step 4: Test and Deactivate the Old Rule

Crucial Step: You must not have both the Workflow Rule and the Flow active at the same time, or the action (like sending an email) will happen twice.

In Flow Builder, click Activate on your new flow.
Go back to Setup > Workflow Rules.
Find the old rule and click Deactivate.
Test a record to ensure the Flow triggers correctly.

Step 5: Manual Migration (When the tool fails)

The migration tool cannot handle everything. You will need to manually rebuild the flow if your Workflow Rule contains:

Complex Formulas: Some advanced logic doesn’t translate perfectly.
Outbound Messages: While supported now, older versions required manual setup.
Multiple Actions: If a rule has a mix of immediate and time-dependent actions, review the “Scheduled Paths” in Flow carefully.

Step 6: Technical Comparison for your Guide

When explaining this to your team, use this table to show how Workflow elements translate to Flow elements:

Step 7: Why Move to Flow?

Performance: Flows are more efficient and execute faster than Workflow Rules.
Execution Order: You have more control over which automation runs first.
Debugging: Flow Builder has a “Debug” button that lets you test logic without actually changing data.
Capabilities: Flows can do much more, such as deleting records or updating unrelated records, which Workflows could never do.

Last Updated 2nd February 2026.

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