Using Salesforce Flows

Salesforce will block the creation of new workflow rules in Winter 2023. You will still be able to activate, edit, and deactivate existing workflows after this change. However, you’ll need to build new automations using Flow Builder. Flows give you more flexibility to add conditions to your automations.

Here’s what that means for your GetFeedback automations and Programs in Salesforce.

GetFeedback Automations and Flows

We’ve updated our Salesforce Email Automation and Salesforce Programs to create Flows instead of workflow rules. Any automations you create after December 19, 2022 will use Flows. However, any automations created before December 19, 2022 will still use workflow rules.

If you want to move an existing automation to a Flow, you can manually attach your survey to a Flow in Salesforce, then deactivate your workflow rule.

Migrating to Flows in Salesforce

If you created a Salesforce Automation or a Salesforce Program before December 19, 2022, your automation still uses that workflow rule. You can keep using your existing automation and continue using workflow rules after Salesforce starts blocking new ones.

However, Salesforce recommends you start migrating your workflow rules to Flows. You can either use the Migrate to Flow tool provided by Salesforce or manually create Flows and attach your outbound messages to them.

To migrate an existing survey workflow (such as a Case Closed workflow) to a Flow:

1. Create a Flow in Salesforce. Choose the flow type that works best for your use case. 

2. Attach your outbound message to the Flow.

3. Deactivate the workflow rule that was previously using your outbound message.