Salesforce Workflow and Process Builder Sunset

Salesforce has officially announced the retirement of Workflow Rules and Process Builder, marking a major shift in its automation strategy. These legacy automation tools, long used by administrators and developers to streamline business processes, are being phased out in favour of a single, more powerful tool: Flow Builder.

Critically, the ability to create new Workflow Rules and Process Builder automations has already been disabled, and while you can still modify existing ones, that window is rapidly closing. After the cutoff, continuing to rely on these legacy tools could leave your organisation vulnerable.

Why Flow Builder Is the Future

Flow Builder is now Salesforce’s primary automation engine. It offers capabilities far beyond Workflow Rules and Process Builder:

Advantages of Flow Builder

• Supports complex logic and branching

• Handles record-triggered, scheduled, screen, and autolaunched flows

• Allows user interaction when needed

• Provides debugging and testing tools

• Improves performance with optimized execution

In short, Flow Builder combines the strengths of previous tools into one unified platform.

Key Dates and Milestones

Salesforce has already begun the transition:

• Creation disabled: Users can no longer create new Workflow Rules or Process Builder automations in most environments.

• Existing automations continue to run: Legacy automations still function normally.

• Migration encouraged: Salesforce strongly recommends migrating existing logic to Flows.

• Future retirement: While exact end-of-life dates may vary by release cycle, Salesforce has made it clear that long-term support will end.

How Systep Can Help

At Systep, we specialise in guiding businesses through technical transitions like this efficiently and with minimal disruption. Here’s how we support you:

• In-depth audit of your current automations, identifying where you’re using Workflow and Process Builder and which processes are most critical

• Custom migration plans tailored to your priorities

• Certified Salesforce experts with deep knowledge of Process Builder, Workflow, and Flow

• Smooth implementation, testing, and documentation
  Ongoing support and SLAs to keep everything running smoothly post-migration

Whether you have already begun your transition or have not yet implemented Flow, Systep can support you through either a one-time project engagement or one of our Salesforce Managed Services offerings.