Salesforce Flow migration and automation consulting
Work directly with Jonathan Carlson to review existing Process Builder and Workflow Rules automation, plan the transition to Flow, and test the workflows your business relies on.
US-based strategy and hands-on implementation, with release checks and ownership agreed before rollout.
Plan the migration around the process
Inventory the existing automation, dependencies, entry conditions and exceptions. Identify what should move, what needs redesign, and what can be retired before creating replacement flows.
Build and validate
Implement the agreed changes in an appropriate development or test environment. Check representative records, permissions, bulk operations, error handling and interactions with other automation. Agree acceptance criteria and a release plan with your team.
Support and evolve
Document the configuration and key decisions, train your team, and agree how failures and future changes will be handled. Jonathan can continue supporting and improving your flows as your business changes, or provide a documented handoff if preferred.
Discuss your Flow migration
Start with a free initial conversation about your current automation and priorities. Detailed assessment, implementation, and ongoing support are scoped and priced separately.
A project, an ongoing partner, or both.
Work directly with Jonathan for a defined implementation or ongoing support as an extension of your team. After launch, we can keep setting priorities and improving your systems as the business changes. A documented handoff is available if you prefer.
US-based, personally delivered, with no outsourcing. We agree scope, responsibilities, and working cadence together. Ongoing support is an option, not a requirement for every project.
Discuss your goals. The initial conversation is free; detailed assessments, implementation, and ongoing support are scoped and priced separately.