From cluttered workflows to a clean Flow-first org

The challenge

The client's Salesforce org was cluttered with too many workflows and unnecessary automations. Overlapping workflows made logic hard to understand. Error tracking was difficult. Salesforce was retiring workflows, so a clean migration was needed.

What we did

We identified all legacy workflows on Case and Case Comment objects and migrated 12 workflows on Case and 1 on Case Comment into just 2 consolidated Flows — one After Create flow and one After Update flow. Built using low-code with improved debugging via flow debug logs and error paths.

The outcome

• Clean, organized automation framework
• Faster, more accurate troubleshooting
• Reduced operational overhead
• Future-proofed org for Salesforce's workflow retirement
• Strong foundation for scaling automations

Technologies: Salesforce Service Cloud, Flows