The advantages of switching to Flow for businesses, listed in order of business worth:
- Better performance all around, as well as the ability to refine and streamline high-volume automation via features like Run Asynchronously, Fast Field Updates (Before Save), and Entry Conditions.
- By combining several automation into a single flow, you may simplify.
- Less coding is required thanks to stronger declarative automation.
- Reduce maintenance work by switching to low code.
- Exploiting upcoming flow features will hasten development.
- Since there is just one automation technique, reduce training.
- Delete any outdated automation.
- Delete any technical debt from migrated legacy automation.
- Better performance all around, as well as the ability to refine and streamline high-volume automation via features like Run Asynchronously, Fast Field Updates (Before Save), and Entry Conditions.
Analyze, plan, and prioritize your flow migrations.
- Categorize your most commonly used automation types.
- Observe your organization’s flow activity in reports and dashboards, such as total errors and total started automation.
- View your Flow Interview Logs and Flow Interview Log Entries.
- Run the Sample Flow Report: Screen Flows report. Use the reports to examine run-time details about your screen flows.
- Use the metrics to discover usage patterns and in turn, optimize your screen flows for users.
First, migrate in a sandbox.
- Before making any changes, it's essential to safeguard your current data. As you transition to Flow Builder, working in a sandbox guarantees that no data will be affected.
Which Processes Should Be Migrated First?
- Processes that can be migrated more quickly and with less effort should be done so.?Start with a Single Object. Pick the object that has the least number of Workflow Rules and processes associated with it.
- Examine your current flows to determine if there are any relevant pieces you can change or new actions you can include in an existing flow.
- Performance: Use Entry Conditions or other enhancements to cut down on pointless operations.
- Changing Workflow Rules and processes is not directly correlated to flows. It's possible that you won't need to develop a flow for every process you're moving.
- Examine whether a less automated, more optimal solution is possible.
- Example: A Workflow Rule or process only updates a field on the Case object after it’s created. Replace it with a formula field instead.
- Maintenance and CRQ: Who is responsible for this business process?
