Salesforce Workflow Rules and Process Builder Are Being Retired — Here’s What You Need to Know

If your organization continues to use Workflow Rules or Process Builder in Salesforce, it is time to begin making plans to migrate away. Salesforce has announced that the two products will be fully retired as of December 31, 2025. On or after this date, organizations will no longer be able to modify or utilize these legacy automation tools, and Salesforce support for the tools will no longer be available.

Here at CRMHelix, we specialize in helping small business and nonprofit organizations with Salesforce change management. We’re launching a focused service to help you assess, move, and refine existing automations using Salesforce Flow—the future of automation on the platform.

What’s Changing and Why It Matters

Salesforce is bringing all the automation capabilities into Flow, which is far more powerful and extensible than Workflow Rules or Process Builder. In fact, Flow has already become the standard for new Salesforce automation.

Starting from 2026, all current automations created in Workflow Rules or Process Builder have the potential to be unreliable. Without proper migration planning, there is a risk that your organization may experience disruptions to vital mission processes like donor acknowledgments, lead qualification, field updates, approval procedures, and internal notifications.

How CRMHelix Can Help

Moving to Flow is not just a technical upgrade. It’s an opportunity to simplify how your Salesforce environment works—eliminating unneeded logic, boosting performance, and laying the groundwork for expansion.

Here’s how we assist our clients:

Automation Audit

We begin by discovering and evaluating all your existing Workflow Rules and Process Builders. We categorize them by object, purpose, and complexity and jot down any that are not utilized or are redundant.

Flow Rebuild and Optimization

Our Flow-certified engineers re-create your automations in Flow. In the majority of cases, we are able to aggregate dozens of individual automations and roll them up into a much more compact, streamlined set of Flows that improve system performance as well as ease future maintenance.

Testing and Validation

We thoroughly test your business processes in a sandbox environment to ensure they work as intended. We also develop comprehensive documentation and test plans to support your team during and after deployment.

Training and Documentation

We’ll deliver clear, easy-to-follow documentation and offer hands-on training sessions for your admins or internal teams. Our goal is to leave your organization more self-sufficient and confident in managing your Salesforce automation going forward.

Why Choose CRMHelix

We work directly with small and midsize organizations—many of whom don’t have full-time Salesforce developers in-house. Our solutions are designed to fit your budget and operational realities.

Whether nonprofit to handle fundraising and outreach or small business running sales and service on Salesforce, we produce excellent-quality automation work without unnecessary complexity.

We’re chosen by clients because:

We specialize in small org and nonprofit Salesforce implementations, including NPSP.

We provide clearly defined, fixed-price migration services.

We blend technical detail with business context to help you make sure what we develop actually produces results for your people.

Start Planning Now

Waiting until the latter part of 2025 to make this transition will mean having few options and little time for successful implementation. The sooner you begin, the less risk, the better performance, and the more time you’ll have to focus on your core business or mission.

We are now offering a no-obligation 15-minute consultation to have you better understand what your migration would look like.

If you’re ready to elevate your Salesforce automation, we’re here to help.

Contact us today.