Convert Processes to Flows with the Migrate to Flow Tool with Salesforce Spring '23 (Video Tutorial)

แชร์
ฝัง
  • เผยแพร่เมื่อ 14 ธ.ค. 2024
  • In this video, I walk you through the "Migrate to Flow" tool in Salesforce to convert a Process Builder to Flow. Also, using Workbench, I show you a hidden trick to open your unconverted Process as a Flow Definition to see what Salesforce is doing under the hood!
    For a written outline of the steps, please visit:
    crmbrew.com/ho...

ความคิดเห็น • 10

  • @kyefang8278
    @kyefang8278 ปีที่แล้ว +1

    Subscribed. The presentation is clear and concise. Thanks heaps!

    • @crmbrew
      @crmbrew  ปีที่แล้ว

      You’re welcome!

  • @arturvoznenko3946
    @arturvoznenko3946 ปีที่แล้ว +1

    You did awesome work. Very clear and concise, easy to understand! Thank you!

    • @crmbrew
      @crmbrew  ปีที่แล้ว

      I appreciate your feedback, Artur!

  • @davidwidman7494
    @davidwidman7494 ปีที่แล้ว +1

    thank you! very helpful!

    • @crmbrew
      @crmbrew  ปีที่แล้ว

      You're welcome!

  • @lucasrochadeoliveira4628
    @lucasrochadeoliveira4628 ปีที่แล้ว +2

    Would it not be possible to get the ID from Workbench as you did, paste it into the URL and create a new Flow? What do you think about it?

    • @crmbrew
      @crmbrew  ปีที่แล้ว +2

      Interesting idea. I have not tried to save a Flow after opening it up. Let me know if you give it try.
      If you are successful, I highly recommend doing some cleanup of the flow. Sometimes the logic that is auto-generated isn’t streamlined and contains a lot of noise that could be omitted.

    • @lucasrochadeoliveira4628
      @lucasrochadeoliveira4628 ปีที่แล้ว +5

      Hi @@crmbrew. Hope you're well.
      That's possible!
      All I did was to Save As and change the type to Flow Trigger in the settings. I had to fix some variables though.

  • @kyefang8278
    @kyefang8278 ปีที่แล้ว

    When you split the process into two parts, a flow and a new process for the Deal Won (true) condition, the flow will fire regardless this condition, hence mismatching the original logic. So, I guess you need to add the condition of Deal Won (false) to the flow?