Inventory – Active Workflow Rules
List all Workflow Rules and Process Builders on the Account
Object Group by name, status, entry criteria, actions,
dependencies. Useful for initial scoping of legacy automation.
Identify Conflicting or Overlapping Rules
Identify Workflow Rules on the Account object that update the same
field or run under similar conditions. Present as a table with:
Field Updated, Rule Name, Overlap Description. Useful for spotting
consolidation opportunities and reducing logic duplication.
Flow Rebuild Recommendations
For each active Workflow Rule on the Account object, provide
detailed recommendations on how to rebuild it as a Flow. For
each: map Entry Criteria to Flow Trigger conditions, map
Actions to Flow Elements, suggest Subflows if repetitive logic
is detected, flag Fault Connector needs, and recommend whether
to merge into an existing Flow or create a new one. Follow
Salesforce Flow best practices. Return as a structured list or
table.
Phased Migration Plan
Based on the analysis of Workflow Rules on the Account object,
create a migration rollout plan with phases (Analyze, Build,
Test, Deploy). For each phase, list: rules included, dependencies
or prerequisites, risks, and mitigation strategies.
Present as a summary table plus short rationale explaining the
sequence. Useful for project planning and stakeholder alignment.