Convert Processes to Flows with the Migrate to Flow Tool with Salesforce Spring '23 (Video Tutorial)
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- 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...
Subscribed. The presentation is clear and concise. Thanks heaps!
You’re welcome!
You did awesome work. Very clear and concise, easy to understand! Thank you!
I appreciate your feedback, Artur!
thank you! very helpful!
You're welcome!
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?
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.
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.
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?