Just go with the flow. In a non-Salesforce context, hearing that phrase may make you want to put your feet up, chill out and see what happens. But unfortunately for some Salesforce users, going with the Flow has been an anxiety-inducing phrase ever since Salesforce announced that it would be retiring its old workflows and process platforms in favor of Flows. It’s a move that Salesforce hopes will make things a lot easier and more streamlined for users, but the transition may be challenging. That’s why we brought in Jack Lavous, Business Excellence Manager at Elements.cloud, for a special two-part series of Serious Insights for Salesforce Admins about how you can make “going with the Flow” a little easier.Listen to this episode to learn: How an Elements.cloud program can help you transition to FlowWhy you should be planning your Flows The opportunities presented by the Flow migration ##Episode Summary Just go with the flow. In a non-Salesforce context, hearing that phrase may make you want to put your feet up, chill out and see what happens. But unfortunately for some Salesforce users, going with the Flow is causing a bit of anxiety. Last year, Salesforce announced that it would be retiring Workflow Rules and Process Builder and moving all automation over to Flow. And if you’re an admin who has gotten away with not knowing how to use Flows up until this point, you may be scrambling to figure out how to make such a big transition.You’re not alone. Luckily, there are products out there designed to help make this transition easier, like Salesforce’s own migration tool and Elements.cloud’s Elements Catalyst tool.“We saw it as an opportunity,” says Jack Lavous, Business Excellence Manager at Elements.cloud, of the emigration to Flows. “OK, it's a pain because you have to do the work. But it's an opportunistic pain, if you like. It's an opportunity for us to clean up tech debt.”Don’t miss this part one of this special two-part series of Serious Insights for Salesforce Admins as Host Kristi Campbell, Senior Salesforce Admin & Salesforce MVP, sits down with Jack to talk all about going with the Flow — from how Elements.cloud products can help to techniques that will guarantee a successful and clean transition.##Key Takeaways Elements.cloud’s Catalyst tool can help you put everything in one place. This is not a paid ad, we promise — we just really love Elements.cloud’s Catalyst tool. Even Elements.cloud used it when they had to make their own transition to Flow.Catalyst is great because it puts everything in one central place and allows you to analyze all your metadata and documentation first. “Then when you come to make that change, you know you're not going to break anything in your org,” Jack says. “Using Elements as part of this process builder-to-Flow migration has been pretty valuable,” Look at the Flow emigration as an opportunity. Moving to Flow is like an emigration because you’re leaving Workflow Rules and Process builder permanently.So why not use this emigration as an opportunity to clean out your technical debt? It’s an easy thing to do, since you’re already doing the heavy lifting of transitioning to a different platform. Try to clean out the debt as you go, rather than leaving all the cleanup until the end.Doing your homework will save you loads of time and frustration. Planning and designing your Flows before even opening your canvas is a helpful way to learn about how Flow works and kickstart the transition process. That way, you’re not only practicing using the platform, but you’re also saving valuable time. Planning and designing your Flowfirst will ensure that your vision is actually going to work — and is not already duplicated elsewhere — before you waste time refactoring and retesting Flows. ##Featured Guest: Jack Lavous of Elements.cloud💥 What he does: Business Excellence Manager and Salesforce Business Analyst at Elements.cloud, an integrated intelligence platform for Salesforce.💻 Elements.cloud on the web: Twitter | LinkedIn 🔗 Jack on the web: Twitter | LinkedIn | Trailblazer🧠 Jack’s big idea: “Don't be afraid of it — jump in, have a go. Do analysis up front first, I can't stress that enough. Do your design, and then suddenly it will just all come to you.”##Episode Highlights Key excerpts from the episode transcript💡 Elements Catalyst simplifies the migration process.[04:50] Jack: “Elements puts everything into one place so it's easier, faster and your documentation is more valuable. It allows you to have a central place for creating requirements, creating user stories, documenting your metadata against those user stories. So daily, we run syncs of your Salesforce org, we get all the metadata out, and you can then document changes, adoption metrics, training against particular metadata, you can then show that inside your Salesforce org for your end-users. The really powerful thing that ...
