Everything you need to move from Salesforce Process Builder to Salesforce Flow

Salesforce has announced that they're officially retiring Process Builder and Workflow Rules in 2023, and encouraging everyone to start moving to Flow now. Salesforce Flow is the future.

Many Salesforce Admins and Sales Ops teams have a lot of work in front of them to move off Process Builder. And Flow can have a steep learning curve, but it is ultimately much more powerful.

And that's where Gradient Works comes in. We love Salesforce Flow, and have extensive experience using it. In fact, our lead routing and assignment software relies on Flow. So let us help you transition from Process Builder to Flow.

And if you already use Flow, we've got some resources that might be helpful for you too. Take a look below.

Here are some of our favorite Salesforce Flow resources

Blog Post

Getting started with Salesforce Flow

Flow is very powerful but has a bit of a learning curve. Learn how to get started with Salesforce Flow for your automation tasks.

Guide

Launch a Salesforce Screen Flow from a button

Detailed steps for how to run a Screen Flow at the click of a button on a record detail page

Guide

How to update records in Salesforce Flow

Just about every automation you build in Salesforce Flow needs to modify and update records at some point. It may be the most common Flow use case.

Blog Post

Using Scheduled Flows

Read all about Salesforce Scheduled Flows and how you can use them.

Blog Post

How to use variables in Salesforce Flow

Learn how to create variables in Salesforce Flow, set their values, and get their values later.

Blog Post

Building custom property editors for Flow actions

Get to know more about an under-documented feature of custom Flow actions: Custom Property Editors (CPEs). Create a tailored user experience for admin...

Blog Post

How to use loops in Flow

Loops are one of the more powerful things you can do in Salesforce Flow. They open up all sorts of possibilities but they're also a bit intimidating.

Blog Post

Using formulas in Salesforce Flow

Learn how to create formulas in Flow, read-only fields that automatically compute a value for you based on other fields.

Blog Post

Moving from Workflow Rules to Flow

Learn how to move your automations from Workflow Rules to Flow.

Want more sophisticated automation?

Our team has spent hundreds (thousands?) of hours with Flow. We love it. And we've built our assignment automation software on it. Want to see? Let's talk.

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