Salesforce is retiring workflow rules, which means it’s time to move everything over to Flow. Sounds simple, but if your org has hundreds of old workflows, it’s actually a huge project.
That’s where HappySoup helps.
Why migrating workflows is hard
Workflows and flows don’t map 1:1.
Workflows are broken down into things like Field Updates, Email Alerts, and Tasks.
Flows are more flexible but also more complex.
When you’re trying to migrate, you can’t just copy and paste. Most teams realize it’s a good opportunity to consolidate and simplify—combine similar workflows, remove duplicates, and streamline business logic.
Doing that analysis in Salesforce takes forever.
How HappySoup helps
With the Workflow Migration tool, you can:
Select any object.
Export all its workflow rules into a normalized CSV file.
Open it in Excel (or Google Sheets) and quickly spot patterns.
For example, you can easily see:
Which workflows update the same field.
Which ones send similar email templates.
Which workflows share the same conditions (great candidates for consolidation).
Instead of spending weeks piecing this info together, you get everything in one place—ready to analyze.
Why this matters
By exporting workflows this way, you can:
Cut technical debt by retiring redundant rules.
Simplify automation by consolidating logic into fewer, cleaner flows.
Speed up migration so you’re not stuck maintaining legacy workflows longer than necessary.
How to use it
Go to Tech Debt → Workflow Migration in HappySoup.
Select the object you want to analyze.
Click Export Workflow Info.
Open the CSV in your spreadsheet tool of choice.
Here's a sample CSV file so you can see how useful the export is.