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Future-Proofing Nonprofit Automation

Migrating from Process Builder & Workflow Rules to Flow

If your nonprofit has been using Salesforce for several years, chances are your automations were built using Workflow Rules or Process Builder. While these tools have supported nonprofits through donation tracking, volunteer management, and email notifications, Salesforce is officially retiring them in favor of Flow, the platform’s most powerful automation tool to date.

Starting in 2025, Salesforce will no longer allow the creation of new Workflow Rules or Processes — and long-term support will eventually end. That means now is the time to audit and migrate your existing automations to Flow Builder.

Why Flows?

Flows offer more control, flexibility, and visibility than Process Builder or Workflow Rules. With Flow Builder, you can:

  • Combine logic and actions that previously required multiple tools
  • Handle complex branching, loops, and conditions
  • Create guided screen flows for staff or volunteers
  • Optimize performance with fewer automation conflicts

For nonprofits, this translates to more reliable automations, cleaner data, and systems that can scale with your growth.

A Clean Transition That Saved Hours of Staff Time

I recently worked with a large nonprofit organization that relied on over 150 Workflow Rules and Process Builders for opportunity pipeline, custom fields, email, and task updates. Over time, the automations became fragile and hard to troubleshoot.

I conducted a full audit, consolidated overlapping automations, and rebuilt everything in Flow. The result?

  • Reduced automation volume by 40%
  • Improved email delivery speed and reliability
  • A clear map of how everything works was provided to the in-house admin

Most importantly, their team now spends less time chasing system issues and more time focusing on community impact.

Ready to Future-Proof Your Salesforce Org?

Migrating to Flow isn’t just a technical upgrade — it’s a chance to clean up your org, rethink inefficient processes, and build automation that lasts.

I specialize in helping nonprofits make this transition with clarity and confidence. Whether you need a one-time migration or ongoing support, I’m here to help.

Let’s talk about your automation needs — Contact Us today.