Process Builder to Flow Migration Services

Make the switch to Salesforce Flow before the upcoming Process Builder retirement deadline. Now is the time to transform and future-proof your Salesforce^® workflows with the help of VRP’s Process Builder to Flow Migration Services.

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All support for Process Builder ends in 2025

Process Builder is an old method of creating processes (automated workflows) on the Salesforce Platform. After December 31, 2025, Salesforce will no longer be providing support and bug fixes for Process Builder. During 2023, Salesforce already removed the ability to create new processes using Process Builder. You will also no longer be able to edit your existing automations built in Process Builder.

It is strongly recommended to migrate any existing Process Builder processes to Flow - the newer, better way to automate workflows in Salesforce.

Don’t know if your processes were created using Process Builder?

If they were made before 2019, there is a high chance. We can help you find out for certain - contact us today.

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Risks of using Process Builder after it is retired

Issues with your software

The end of support means you will no longer receive any bug fixes for Process Builder or support to resolve any issues that may occur.
Cannot follow best practices

Using an unsupported, legacy feature means your software won’t follow best practices, and you won’t be able to implement them in future.
Falling behind and missed opportunities

Because you can’t use Process Builder to create new processes, you can’t add vital new workflows to change/extend functionality as your needs evolve.

Why transform your processes with Salesforce Flow?

Migrating to Flow doesn’t just mitigate the risk of remaining on an unsupported feature (Process Builder). Flow is more powerful and flexible, delivering greater value and setting you up for future success. It’s the perfect opportunity to review your existing processes and make valuable improvements.

Better for complex logic and business processes

A more robust and flexible solution for handling complex logic and business processes. You have the ability to incorporate conditional branching, loops, record lookups, and decision elements, allowing for more intricate automation workflows.

Higher performance  and greater scalability

While Flows are subject to Salesforce governor limits like any other Salesforce automation tool, they generally offer better performance and scalability compared to Process Builder, especially for scenarios with large data volumes or complex processing logic.

More user interactivity and guided processes

Enables interactive and guided user experiences within Salesforce. You can create custom screens and forms to collect input from users, display dynamic information, and guide users through complex processes step by step.

Flexible, reusable components and modularity

You can create reusable components called Screen Flows, invoked from multiple locations within Salesforce, such as Lightning pages, buttons, or even external systems via APIs. This modularity promotes code reuse, reduces redundancy, and simplifies maintenance.

Better version control and deployment options

You can package Flows as part of Salesforce managed or unmanaged packages, track changes using version control systems, and deploy flows between Salesforce environments using change sets or Salesforce DX.

Superior error handling and debugging

Provides more robust error handling and debugging features. You can define error handling logic, implement fault paths, and capture detailed debug logs to troubleshoot issues more effectively during flow execution.

Can use custom Apex code via Apex Actions or Apex triggers

Gives additional flexibility and extensibility when standard declarative tools fall short. Developers can implement complex business logic or integrate with external systems that cannot be achieved solely through point-and-click configuration.

Don’t know if you’re currently using Process Builder or Flow?

Our team can quickly and expertly assess your Salesforce setup to identify any existing Process Builder usage, as well as its complexity. We can then plan the next steps together, with total transparency as to the timeframe and pricing.

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Why use our migration services?

We are certified Salesforce professionals and we can ensure that your new processes work as hard for you as they possibly can. Our thorough, expert services include the option to:

Optimize your new automations to take full advantage of Flow’s advanced features
Identify and retire any obsolete automations that you don’t need to migrate into Flow
Consolidate multiple automations into single objects wherever possible to streamline them
Implement robust error-handling mechanisms in your newly migrated processes
Test migrated flows in various scenarios to ensure they meet business requirements

Already know how many Process Builder processes and nodes you have?

Use our quick and easy calculator to get a cost estimate for migrating your processes to Flow.

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How our migration services work

1. Online discovery session to establish scope of work

2. We create and provide an estimation of time and cost.

3. We analyze existing processes to identify potential improvements (optional).

4. You receive a statement of work (SOW) for the project

5. Approval is given by you and the contract is signed

6. Consultant is assigned and work begins

Why choose VRP Consulting?

2,000+ successful projects

In the last 25+ years, over 400 clients have received more than 2,000 successful Salesforce projects, rating them on average above 4.8 out of 5.

1,100+ expert certifications

You can access our talent pool of Salesforce Certified Administrators, Service & Sales Consultants and Force.com Developers to meet your business needs.

25+ years in operation

We are award-winning Salesforce Consulting Partners and Expert PDO Navigators. Our staff are constantly building on their knowledge with training and innovative projects.

13 offices in 10 countries

Local client-facing teams in EMEA and North America, and delivery hubs at scale in Poland, South America and the Philippines provide the right blend of quality and cost.

24/7 support

Follow-the-sun support providing constant support regardless of your location.

Innovative

Industry and cloud expertise coupled with best-in-class ISV app partners to deliver perfect solutions.

Agile to deliver effectively

For all projects from QuickStarts to multi-year enterprise transformation programs.

Flexible client services

Including consulting, outsourcing, custom development and managed services.

Cost effective

Blend of local and remote certified experts to provide engagement and delivery that is right for your business.

PROJECT

Re-configure and enhance their existing solution to support new business processes, migrate data and fix fundamental errors.

PLATFORM

Sales Cloud

LOCATION

USA

INDUSTRY

Consulting

Show full story

Everyone at VRP that we interacted with was very professional and highly skilled at their role. We feel we made the right decision to partner with VRP to help us clean up and redesign our Salesforce instance, and we are happy with the outcome.

Phoenix Camacho

Vice President of Revenue Operation

Transform and future-proof your processes now

Make the vital switch from Process Builder to Flow with an award-winning Salesforce partner. Complete this form and one of our consultants will get back to you. If you don’t know any of the details of your current processes, that’s fine - we can help with that. Whatever your automated processes’ complexity level, from high to low, our expertise and experience will help you achieve a smooth and successful migration.

Get a free consultation and tailored quote