The Migrate to Flow tool can quickly move your Workflows to Flows, but it can’t recreate your tasks. I’m here to teach you how to do that.
In this how-to-video, you can learn along with the Salesforce Nonprofit User group in San Francisco, how to:
- Use the Migrate to Flow Tool
- Create a task in Flow (jump to this point in video)
- Assign the task to user in a way that works in the sandbox and production (jump to this point in the video)
My section of the video is the first 30 minutes. Thanks to the user group for having me!
Learn more about migrating to flow on the Salesforce Admin’s blog.