Migrate Workflow Rules to Flow

  • Updated on Mar 12, 2025
  • Published on Aug 15, 2024
  • 4 minute(s) read
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Workflow Rules have been converted to Flows to provide the benefits listed below.

  • Better Performance
    • The ability to refine and streamline high-volume automation via features like Run Asynchronously, Fast Field Updates (Before Save), and Entry Conditions.
  • Improved error handling, troubleshooting, and debugging
    • Click into the flow from an error email and see the path that was run.
    • Try different record updates straight from the debugger in triggered flows.
    • See how their governor limits will be impacted while debugging.
  • Exceptional extensibility with invocable actions and sub-flows
    • Users can package pieces of automation, either in Flow or Apex, to create building blocks that empower Admins and standardize common interactions.

New Messaging Flows

SMS Message Record Actions and Related Record

  1. Trigger: The flow starts when a new SMS Message (simplesms__ SMS_Message__c) record is created.
  2. Decision Check: The flow checks if the new message is of type "Incoming.”
  3. Action: If it is an incoming message, an email alert is sent to the owner of the message.
  4. End: If the conditions aren’t met, the flow takes no further action.

Summary: This Salesforce flow automates a process for sending an email alert to the owner of an SMS message whenever a new "Incoming" SMS message is created. It ensures that owners are notified promptly when they receive new messages, improving responsiveness.

SMS Campaign Response Rule Record Fast Field Updates

  1. Trigger: The flow starts when a new SMS Campaign Response Rule (simplesms__SMS_Campaign_Response_Rule__c) record is created or updated.
  2. Decision Check: The flow checks if the Auto Response Template (Contact) (simplesms__Auto_Response_Template_Contact__c) field is filled or contains a new value.
  3. Action on True: Set the Auto Response Message Contact (simplesms__Auto_Response_Message_Contact__c) field with the related Auto Response Template (Contact) field’s value (Auto_Response_Template_Contact__r.Body__c).
  4. Decision Check: The flow checks if the Auto Response Template (Lead) (simplesms__Auto_Response_Template_Lead__c) field is filled or contains a new value.
  5. Action on True: Set the Auto Response Message Lead (simplesms__Auto_Response_Message_Lead__c) with the related Auto Response Template (Lead) field’s value (Auto_Response_Template_Lead__r.Body__c).
  6. End: If the conditions aren’t met, the flow takes no further action.

Summary: This Salesforce flow sets the value of the auto-response template body related to a Contact or Lead if the template is selected in an SMS campaign.

SMS Message Record Fast Field Updates

  1. Trigger: The flow starts when a new SMS Message (simplesms__ SMS_Message__c) record is created or updated.
  2. Decision Check: The flow checks whether the From (simplesms__From_Num__c) field was changed or if it has a new value.
  3. Action on True: Verify if the From (simplesms__From_Num__c) field has a length of 5 characters; if so, keep it as is. Otherwise, set the From (simplesms__From_Num__c) field to the last 10 characters.
  4. Decision Check: The flow checks whether the To (simplesms__To__c) field was changed or contains a new value.
  5. Action on True: Check if the To (simplesms__To__c) field has a length of 5 characters; if so, keep it as is. Otherwise, remove the following characters: "(', ')", and "-" and set the To (simplesms__To__c) field to the last 10 characters.
  6. End: If the conditions aren’t met, the flow takes no further action.

Summary: This Salesforce flow automates setting the values of From and To based on the field length. If the length is 5, it remains unchanged. If it exceeds 10, only the last 10 characters are kept.

Number Lookup Status Record Actions and Related Record

  1. Trigger: The flow starts when a new Number Lookup Status (simplesms__Number_Lookup_Status__c record is created or updated.
  2. Decision Check: The flow checks whether the record is new or if its Status (simplesms__Status__c) field has changed to “Complete” or “Error.”
  3. Action on True: Send an email to the current user to inform them that Blackthorn Messaging has finished looking up phone numbers. (Textey Lookup Number Complete Notification)
  4. End: If the conditions aren’t met, the flow takes no further action.

Summary: This Salesforce flow sends an email when the number lookup process is finished and the Status is set to “Complete” or “Error.”

Old Workflow Rules - No Longer in Use

Email Owner When SMS Message Received

  • Criteria: (SMS Message: Message NOT EQUAL TO null) AND (SMS Message: Direction EQUALS Incoming)
  • Description: It will send an email to the SMS message's owner when the SMS message is received.

Number Status Success/Failure

  • Criteria: Number Lookup Status: Status EQUALS Complete,Error
  • Description: It will send an email to the Number Lookup State's owner when the Status changes to either "Complete" or "Error".

Populate From Phone Field

  • Criteria: SMS Message: From NOT EQUAL TO null
  • Description: Updates the SMS Messages From Phone field.

Populate To Phone Field

  • Criteria: SMS Message: To NOT EQUAL TO null
  • Description: It will update the SMS Messages To Phone field.

Update Template Message Contact

  • Criteria: OR( ISNEW() ,ISCHANGED( simplesms__Auto_Response_Template_Contact__c ) )
  • Description: It will update the SMS Campaign Response Rule's Auto Response Message Contact field.

Update Template Message Lead

  • Criteria: OR( ISNEW() ,ISCHANGED( simplesms__Auto_Response_Template_Lead__c ) )
  • Description: It will update the SMS Campaign Response Rule's Auto Response Message Lead field.