Migrate Workflow Rules to Flow
- 15 Aug 2024
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Migrate Workflow Rules to Flow
- Updated on 15 Aug 2024
- 1 Minute to 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.
Workflow Rules
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.