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.
Prepare the handoff
Document the configuration and key decisions, train the people responsible for it, and define how failures and future changes will be handled. Ongoing support can be scoped separately.
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.