Migrate to Salesforce Flow Course

Responses

1. 

   Brian McFarlane February 6, 2023

   Is their away to migrate an automation rule for add to campaign as a SF Flow using the Campaign ID as a hidden field in the form in order to add lead/contact to campaign?

   1. 

      Andrew Cook February 17, 2023

      Hi Brian,

      I think this will depend on what the trigger for the automation rule is. If this is something that Flow Builder can handle then yes this should be possible.

2. 

   Elaine James February 6, 2023

   Well-written and very easy to understand. This would be perfect for someone who is about to tackle their first migration from Workflow Rules or Process Builder to Flow.

   If you’ve done a few migrations in the past, this might not add much to your tool belt. (I’d worked on migrations for 4 orgs before finding this course and wished I’d seen the WFR –> Flow and PB –> Flow templates before I’d started).

3. 

   Brendan Milton February 7, 2023

   Great course! Amazing content and love the bite sized learning. Thank you so much for the free content.

   Tiny thing for the next courses (Really hope there are some would love to see some cert courses in this format) please could you autocomplete sections when all sub-modules are done… you could use a record triggered flow 🙂

4. 

   Peter Phasha February 9, 2023

   Did my admin cert recently, flow was a crazy jargon for me, now this course just made flow concept so interesting and easy to understand. Well done Andrew

5. 

   Tom Bassett February 10, 2023

   Great content, will plan to share this with some of my customers. In reality though please never ever hardcode IDs like shown in one of the earlier videos!

   1. 

      Andrew Cook February 17, 2023

      Hi Tom,

      Many thanks for the feedback. I’m currently in the process of reworking this section so the IDs aren’t being hard coded.

6. 

   Joanna McFerren April 5, 2023

   Thank you Andrew and to Salesforce Ben for this helpful course. Preparing now for the migration and this information will definitely aid in the process.

7. 

   Stephan Lipp April 29, 2023

   Thank you , Andrew. This is a very good compilation of the things to consider.

   I do want to point out some things I noticed along the way:
   This resource is no longer available https://trailhead.salesforce.com/content/learn/modules/flow-builder (in “Summary”). Perhaps this Trail is a valid replacement: https://trailhead.salesforce.com/content/learn/trails/build-flows-with-flow-builder

   I also noticed that the example here https://courses.salesforceben.com/courses/migrate-to-salesforce-flow-course/lessons/map-out-your-existing-automations/topic/rebuild-and-enhance/ about the OwnerID not being mappable could become confusing to some learners as well is not best practice – at least to more recent Salesforce trainings – it should be kept as dynamic as possible, so rather using Queues and assigning it to them in this case perhaps as it otherwise creates need for higher admin maintenance should such a user be deactivated or the responsibility change.
   The info may be too much for this first intro to the topic and the example you are using makes sense, but it may also be worth pointing it out and directing to resources where more can be learned about not hard-coding IDs, for example
   https://admin.salesforce.com/blog/2021/why-you-should-avoid-hard-coding-and-three-alternative-solutions and
   https://admin.salesforce.com/blog/2021/the-ultimate-guide-to-flow-best-practices-and-standards
   (sorry, if you have linked these already – I did not see/click on all of the resources)

   Bottom line: big thank you for this great compilation. Keep it up!!

   1. 

      Andrew Cook May 15, 2023

      Hi Stephen,

      Thank you so much for the feedback on this course. Regarding the Owner ID not being dynamic, I have updated the content for this now so it is done without hardcoding the IDs.

      I have also updated the Trailhead link in the summary section, frustratingly there is no way for us to be notified if a Salesforce link has been removed so it’s quite difficult to keep these up to date.

8. 

   Ayse Aktas May 5, 2023

   Well-written and understandable.Thanks for the free content.

9. 

   AMAKA ADIMACHUKWU June 5, 2023

   Great course and interesting . Thank Mr. Andrew and Salesforce Ben for these wonderful course.

10. 

    Fathima Ayesha June 18, 2023

    Thanks Andrew just finished this course and find it very helpful to understand what strategy should be made before migrating process builder to flows.