Don’t Get Left Behind: Why You Should Transition from Workflow Rules and Process Builder to Salesforce Flow…and Soon!

Alright folks, it’s time to shake things up and make the change.

For years, Workflow Rules and Process Builder were the foundation of task automation in Salesforce—and for good reason. They simplified our work, and we proudly championed them to our clients as essential tools, but as with anything in tech, progress is inevitable. And within the rapidly changing Salesforce ecosystem especially, features and functionality evolve quickly, leaving us to decide whether to adapt or risk falling behind. We trust you agree that adapting is the way forward. That’s why it’s crucial to keep the conversation about Salesforce Flows at the forefront—and maybe start pressing that urgent button a bit harder.

What button do you ask? We understand that many companies, including some that we partner with, are still relying on Workflow Rules and Process Builder. Even though we’re a team of tech experts who thrive on diving deep into the details, we know that when it comes to this transition, we’re keeping it as simple as saying that you just want to “go with the Flow” with this one. We’ve been sitting at the head of the table on this conversation for a while now, and we’re here to show why switching to Flow should be a top priority—and how Lane Four can support you at every step.

Why Switch? The Clock Is Ticking.

Here’s the bottom line: Salesforce will no longer support Workflow Rules or Process Builder after December 31, 2025. If you’re still using them by then, you’re going to find yourself in a tough spot. Besides, Flows offer a multitude of benefits that the older automation tools just can’t match.

One major benefit is speed. Users like systems that move fast. Salesforce did the research, ran a detailed set of experiments, and the results are clear—Flows run significantly faster than Process Builder or Workflow Rules. Faster orgs mean happier users, higher adoption rates, and fewer headaches overall. So, if you like efficiency (and who doesn’t?), you need to scrap those old workflows and make the switch—SOON.

The Benefits of Using Flows

Flows aren’t just a replacement for the old tools; they’re a proven upgrade in many cases. Here are more benefits of migrating and why you should be excited about switching:

  • Scalability: Flows can use custom metadata to reduce duplicate logic in processes and bulkify processes as your business grows
  • Performance: Before-save Flows are 10x faster and after-save flows 4x faster than Workflow Rules or Process Builder. Like we said, the speed improvement alone makes the transition worth it.
  • Manageability: Maintaining and updating processes with Flow is much quicker and easier than with the former tools.
  • Flexibility: Flows can be triggered by more events and conditions, offering far more flexibility for automation.
  • Integration: You can seamlessly integrate Flows with other Salesforce tools using MuleSoft and also utilize generative AI assistance if needed, unlocking even more functionality.
  • Improved Debugging: Unlike Workflow Rules and Process Builders, Flows offer robust debugging options, making updates and testing much simpler.
  • Future-proof: With the discontinuation of support for Workflow Rules and Process Builders, Flows are the automation tool built for today and the foreseeable future.

The Consequences of Not Migrating: How Lane Four Can Help?

If you choose to stick with Workflow Rules or Process Builder long term, you’re going to face some real challenges and risks. Here’s what that could look like:

  • Limitations on Automation: Staying with the old tools will severely restrict your ability to scale your business processes.
  • Increased Maintenance Efforts: As technology evolves, sticking with unsupported features will lead to more manual adjustments and growing technical debt.
  • Missed Opportunities for Optimization: Companies that don’t migrate will miss out on the enhanced user experiences and insights that Flow offers.
  • Loss of Support: After December 2025, there will be no Salesforce support for these tools. If bugs arise, we’ll try to help, but there’s no guarantee that they can be fixed.
  • New Features Won’t Work: Relying on outdated tools means Salesforce updates could disrupt your processes, leaving you scrambling for fixes. Plus, most new features won’t be compatible with Workflow Rules or Process Builder, limiting your system’s potential.

 

We know what you might be thinking—”December 31, 2025 is ages away…we’ll deal with this closer to the deadline.” But waiting until the last minute could be a mistake. If you have a complex Salesforce org, migrating all of your current automations to Flows isn’t an overnight job—for you, or us as experts. Depending on how many automations we’re talking about, it could take anywhere from weeks to months to properly scope, execute, test, and deploy a complete transition.

At Lane Four, we definitely take pride on efficiency, but when approaching these migration exercises, we take the quality over quantity approach. We’re not here to rush a job just to check a box—automating areas of your operations is a very impactful part of your revenue engine and is a make or break to most companies. Good things take time, and we’ll make sure your migration is handled thoughtfully and efficiently, while ensuring the process is tailored to meet your exact needs and business goals.

Remember: Delaying a necessary migration only adds to your tech debt

This migration is also the perfect opportunity to reassess your current automations. Are they all still necessary? Are there new automations you’ve been considering setting up but haven’t gotten to? This isn’t just about flipping a switch; it’s about streamlining and optimizing for the future. Remember: delaying a necessary migration only adds to your tech debt. Out of sight might feel like peace of mind now, but it can lead to a greater cost later.

Consider the next 6-8 months as critical for preparing your org for future changes. Migrating to Salesforce Flows brings clear benefits, and so does acting early. By transitioning now, you’re not just avoiding a deadline—you’re future-proofing your business, optimizing processes, and setting your team up for long-term success.

We genuinely understand that change can be challenging, but we’re here to help you every step of the way. Whether you’re already part of the Lane Four family or not, reach out to us today. Curious to learn more about how we can make this transition smooth and set you up for success in 2025? Let’s chat.

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