Migrate Workflow Rules to Flow
  • 15 Aug 2024
  • 1 Minute to read
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Migrate Workflow Rules to Flow

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Article summary

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.