--- schema_version: "1" id: 03367a5a2a551ed44dc48e6f9ccc6e178e6ad4cbea100cd02bf514c1839a73d3 title: Workflow to Flow Mapping collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_retail_workflow_to_flow_mapping.md canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_retail_workflow_to_flow_mapping.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 24b2156304d8570803db3e1346ff8d78b0f5a4a6ddaaa33a8e1027167fa1ae93 description: Deprecate existing workflows and transition from workflows to flows by using the workflow to flow mapping. products: - Consumer Goods release: "264" --- # Workflow to Flow Mapping Deprecate existing workflows and transition from workflows to flows by using the workflow to flow mapping. ### Required Editions
Available in: Lightning Experience in, Enterprise and Unlimited Editions that have Consumer Goods Cloud enabled
Verify if the workflow is active and check for the corresponding flow. Deactivate the workflow, activate the equivalent flow, and test the behavior. Use the workflow to flow mapping to derive the flow equivalent of a workflow in Retail Execution:
Workflow Name Object Flow Name Flow Description Evaluation Criteria Annotation
Update ExternalId Customer Extension CGCloud : Customer Extension Update ExternalId If the External Id field on the Account object is populated, the flow updates the External Id field in Customer Extension with the External Id field value from Account. Evaluate the rule when a record is created or updated.  
SetExternalId Account CGCloud : Account SetExternalId If the External Id field in the Account object is empty, the flow populates the External Id field with the record Id of the Account object. Evaluate the rule when a record is created.  
Populate Unique Id in Batch Last Successful Run Batch Last Successful Run CGCloud : Populate Unique Id in Batch Last Successful Run If the Process Id field or Sales Org field in the Batch Last Successful Run object is modified, the flow populates the Unique Id field in Batch Last Successful Run with the concatenation of Process Id and Sales Org. Evaluate the rule when a record is created or updated.  
SetExternalId Product Part CGCloud : Product Part SetExternalId If the External Id field in Product Part is empty, the flow sets the External Id field as the record Id of Product Part. Evaluate the rule when a record is created.  
SetExternalId Product CGCloud : Product SetExternalId If the Consumer Goods External Product ID field in Product is empty, the flow sets the Consumer Goods External Product ID field as the record Id of Product. Evaluate the rule when a record is created.  
Set Is Locked To True in Promotion Advanced Promotion CGCloud : Set Is Locked To True in Promotion If the Phase field in Advanced Promotion is Committed or Canceled, the flow updates the Is Locked field in Advanced Promotion to True. Evaluate the rule when a record is created or updated to meet the criteria.  
Duplicate_Usage_With_Same_Parent_Child Promotion Template Hierarchy       Workflow is disabled by default and not migrated to new code.
Locked Customer Task Record Customer Task CGCloud : Locked Customer Task Record If Phase in Customer Task is Closed or Canceled, the flow updates the Record Type of Customer Task as Customer Task Read Only. Evaluate the rule when a record is created or updated.  
Unique SN per Sales Org Asset CGCloud : Unique SN per Sales Org If the Serial Number and Sales Org fields in Asset are populated, the flow updates the Tag Number field in Asset with the concatenation of the Sales Org and Serial Number fields. Evaluate the rule when a record is created or updated.  
Update Customer Contract RecordType Editable Customer Contract CGCloud : Update Customer Contract RecordType Editable If the Phase field in the Customer Contract is Rejected or Planning, the flow updates the Record Type of Customer Contract as Customer Contract Editable. Evaluate the rule when a record is created or updated.  
Update Customer Contract RecordType Readonly Customer Contract CGCloud : Update Customer Contract RecordType Readonly If the Phase field in the Customer Contract is Committed or ForApproval or Canceled, the flow updates the Record Type of Customer Contract as Customer Contract Readonly. Evaluate the rule when a record is created or updated.  
Update Contract Payment Recordtype Contract Payment CGCloud : Update Contract Payment Recordtype If the Phase field in Contract Payment is Committed or ForApproval or Canceled, the flow updates the Record Type of Contract Payment as ReadOnly. Evaluate the rule when a record is created or updated.  
Update Contract Payment Recordtype Edit Contract Payment CGCloud : Update Contract Payment Recordtype Edit If the Phase field in Contract Payment is Planning or Rejected, the flow updates the Record Type of Contract Payment as Edit. Evaluate the rule when a record is created or updated.  
Update Amount Contract Payment Tactic CGCloud : Update Amount If the Contract Tactic Template field in Contract Payment Tactic is populated, the flow updates the Amount in Contract Payment Tactic with the Amount field in Contract Tactic. Evaluate the rule when a record is created or updated.  
Set Unique Code Field Data Type Option CGCloud : Set Unique Code Field If the record is a new record or the Code field is modified in the Data Type Option object. If any one of the conditions is met, the flow updates the Code field with the concatenation of record Id and the Code field of the Data Type Option object. Evaluate the rule when a record is created or updated.  
Set Unique Default Options Data Type Option CGCloud : Set Unique Default Options If the record is a new record and the Default Item field is True (condition1), or if the Default Item field is modified (condition2). If condition 1 is met, the flow updates the Unique Default Item field as the concatenation of the record Id of the Data Type object with the "true" string. If condition 2 is met, the flow clears the value of the Unique Default Item field. Evaluate the rule when a record is created or updated.  
Balance Update Check Inventory Transaction CGCloud : Balance Update Check If the Transaction Control field in the Inventory Transaction Template object isn’t (Neutral or Balance) and the Accounted field in the Inventory Transaction object is false. If both conditions are met then the flow updates the Balance field of Inventory Transaction as True. Evaluate the rule when a record is created or updated.  
Check If Composite Key Needs An Update Activity Customer Set CGCloud : Check If Composite Key Needs An Update (Activity Customer Set) Updates the Composite Key field in Activity Customer Set with the concatenation of the record ID of the Activity and the Customer Set objects. Evaluate the rule when a record is created or updated.  
Check If Composite Key Needs An Update Activity Product CGCloud : Check If Composite Key Needs An Update (Activity Product) Updates the Composite Key field in Activity Product with the concatenation of the record ID of the Activity and Product objects. Evaluate the rule when a record is created or updated.  
Check If Composite Key Needs An Update Question CGCloud : Check If Composite Key Needs An Update (Question)

Updates the Composite Key field in the Question object with the concatenation of the record Id of Activity, Job Definition Template, Measure Type field from the Job Definition Template object, POS Type, and record Id of the POS Template object.

Updates the POS Composite Key field in the Question object with the concatenation of the record Id of Activity, Job Definition Template, Measure Type field from the Job Definition Template object, POS Type field, and record Id of the POS Template object.

 Evaluate the rule when a record is created or updated.  
Set composite key Template Question CGCloud : Set composite key If the record is a new record or there’s an update to the Activity Template or Job Definition Template fields, the flow updates the Composite Key field in the Template Question object with the concatenation of the record Id of Activity Template and Job Definition Template. Evaluate the rule when a record is created or updated.  
Check Unique User For Display Order Item Inventory Transaction CGCloud : Check Unique Used For Display Updates the Unique Field Display field in the Order Item Inventory Transaction object with the concatenation of the record Id of the Order Item Template and the Active field (TRUE or FALSE) and the Used For Display field (TRUE or FALSE). Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Populate Unique Inventory Templates in Order Item Inventory Transaction Order Item Inventory Transaction CGCloud : Populate Unique Inventory Templates in Order Item Inventory Transaction Updates the Unique Inventory Templates field in the Order Item Inventory Transaction with the concatenation of the record Id of the Inventory Control Template, the Inventory Transaction Template, and the Order Item Template objects. Evaluate the rule when a record is created or updated.  
Sync Promotion Timeframes Advanced Promotion CGCloud : Sync Promotion Timeframes If the Synchronize Promotion Timeframes field from the Promotion Template object is True, the flow updates the Shipment Date From field and the In-Store Date From field in the Advanced Promotion object with the value of the Date From field. The flow also updates the Shipment Date Thru field and In-Store Date Thru field in the Advanced Promotion object with the value of the Date Thru field. Evaluate the rule when a record is created or updated.  
Update Promotion Record Type Advanced Promotion       Workflow is inactive by default. No corresponding flow is created.
Check Duplicate Promotion Reward Hurdle Sort Promotion Hurdle CGCloud : Check Duplicate Promotion Reward Hurdle Sort If Record Type isn’t Reward-Specific and the record is a new record, or the Sort field (cgcloud__Sort__c) is modified. If one of the conditions is met, the flow updates the Sort field (cgcloud__Sort_Unique__c) in the Promotion Hurdle object with the concatenation of the Sort field (cgcloud__Sort__c) and the record Id of the Promotion Reward Group object. Evaluate the rule when a record is created or updated.  
Check Duplicate Promotion Reward Sort Promotion Reward CGCloud : Check Duplicate Promotion Reward Sort If the record is a new record or the Sort field (cgcloud__Sort__c) is modified, the flow updates the Sort field (cgcloud__Sort_Unique__c) in the Promotion Reward object with the concatenation of the Sort field (cgcloud__Sort__c) and the record Id of the Reward Group object. Evaluate the rule when a record is created or updated.  
Update Reward Type FixAmount Promotion Reward CGCloud : Update Reward Type Amount If the Meta Type field from Pricing Condition Template is Amount (FixAmount), the flow updates the Reward Type field with the picklist value Amount Per Unit (AmountPerUnit) in the Promotion Reward object. Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Update Reward Type FlatRate Promotion Reward CGCloud : Update Reward Type FlatRate If the Meta Type field from the Pricing Condition Template is Flat Rate (FlatRate), the flow updates the Reward Type field in the Promotion Reward object with the picklist value Flat Rate (FlatRate). Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Update Reward Type Free Item Promotion Reward CGCloud : Update Reward Type Free Item If the Free Item field is True, the flow updates the Reward Type field in the Promotion Reward object with the picklist value Free Item (FreeItem). Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Update Reward Type Percentage Promotion Reward CGCloud : Update Reward Type Percentage If the Meta Type field from the Pricing Condition Template record is Percentage, the flow updates the Reward Type field in the Promotion Reward object with the picklist value Percentage Discount (PercentageDiscount). Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Update Reward Type Price Promotion Reward CGCloud : Update Reward Type Price If the Meta Type field from the Pricing Condition Template is Price, the flow updates the Reward Type field in the Promotion Reward object with the picklist value Special Base Price (SpecialBasePrice). Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Update Reward Type Special Promotion Reward CGCloud : Update Reward Type Special If the User Exit field is populated, the flow updates the Reward Type field in the Promotion Reward object with the picklist value Special (Special). Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Check Duplicate Promotion Reward Group Sort Promotion Reward Group CGCloud : Check Duplicate Promotion Reward Group Sort If the record is a new record or the Sort field (Sort__c) is modified, the flow updates the Sort field (cgcloud__Sort_Unique__c) in the Promotion Reward Group object with the concatenation of the Sort field (cgcloud__Sort__c) and record Id of the Promotion object. Evaluate the rule when a record is created or updated.  
Check Duplicate Promotion Reward Product Promotion Reward Product CGCloud : Check Duplicate Promotion Reward Product If the record is a new record or the Logistic Unit field is modified, the flow updates the Product & Logistic Unit field in the Promotion Reward Product object with the concatenation of the record Id of the Promotion Reward, the Product objects, and the Logistic Unit field. Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Check Unique Sell Sheet on Sales Folder Sales Folder Sell Sheet CGCloud : Check Unique Sell Sheet on Sales Folder Updates the Sell Sheet field (cgcloud__Sell_Sheet_Unique__c) in the Sales Folder Sell Sheet object with the concatenation of record Id of the Sales Folder and the Sell Sheet objects. Evaluate the rule when a record is created or updated.  
Populate Unique User Id in Sales Org User Sales Organization User CGCloud : Populate Unique User Id in Sales Org User Updates the Unique User Id field in the Sales Organization User object with the concatenation of the record Id of the User and the Sales Organization objects. Evaluate the rule when a record is created or updated.  
Check_Usage_Uniqueness System Number CGCloud : Check Usage Uniqueness If the record is a new record or the Usage field is modified, the flow updates the Usage Validate field in the System Number object with the concatenation of the Usage and Sales Org fields. Evaluate the rule when a record is created or updated.  
Check_Sort_Uniqueness System Number Segment CGCloud : Check_Sort_Uniqueness If the record is a new record or the Sort field (Sort__c) is modified, the flow updates the Sort field (cgcloud__Sort_Validation__c) in the System Number Segment object with the concatenation of the record Id of the System Number object and the Sort (cgcloud__Sort__c) field. Evaluate the rule when a record is created or updated.  
Check_Type_Uniqueness System Number Segment CGCloud : Check_Type_Uniqueness If the record is a new record or the Segment Type field is modified, the flow updates the Unique Segment Type field in the System Number Segment object with the concatenation of the record Id of the System Number and the Segment Type objects. Evaluate the rule when a record is created or updated.  
Set Unique TacticProduct.TacticIdProductId Tactic Product CGCloud : Set Unique TacticProduct.TacticIdProductId Updates the TacticIdProductId field in the Tactic Product object with the concatenation of the record Id of the Tactic and the Product objects. Evaluate the rule when a record is created.  
Check sort uniqueness Unit of Measure CGCloud : Check sort uniqueness If the record is a new record or the Sort field (Sort__c) is modified, the flow updates the Sort field (cgcloud__Sort_Validation__c) in the Unit of Measure object with the concatenation of the record Id of the Product object and the Sort (cgcloud__Sort__c) field. Evaluate the rule when a record is created or updated.  
Check unit type uniqueness Unit of Measure CGCloud : Check unit type uniqueness If the record is a new record or the Unit Type (cgcloud__Unit_Type__c) field is modified, the flow updates the Unit Type field (cgcloud__Unit_Type_Validation__c) in the Unit of Measure object with the concatenation of record Id of the Product object and the Unit Type (cgcloud__Unit_Type__c) field. Evaluate the rule when a record is created or updated.  
Set Unique IsOrderUnit Unit of Measure CGCloud : Set Unique IsOrderUnit If the record is a new record and the Is Order Unit field is True (condition1), or the Is Order Unit field is modified (condition2). If condition 1 is met then the flow updates is Order Unit (cgcloud__Check_isOrder_Unique__c) field in the Unit of Measure object with the concatenation of the record of the Product object with the “IsOrder" string. If condition2 is met then the flow updates the is Order Unit (cgcloud__Check_isOrder_Unique__c) field value as empty. Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Set isPricingUnit Unique or isConsumerUnit Unique or isOrderUnit Unique Unit of Measure CGCloud : Set isPricingUnit Unique or isConsumerUnit Unique or isOrderUnit Unique

Checks If

  • The record is a new record and Is Price Unit field is True or Is Consumer Unit field is True or Is Order Unit field is True.
  • The record isn’t new and Is Price Unit field or Is Consumer Unit field, or Is Order Unit field are modified.

If one of the conditions is met, then the flow runs and validates these fields:

  • If the Is Consumer Unit field (cgcloud__Is_Consumer_Unit__c) is True, the flow updates the is Consumer Unit field (cgcloud__Check_isConsumer_Unique__c) in the Unit of Measure object with the concatenation of the record Id of the Product object with the "IsConsum" string. If the Is Consumer Unit field (cgcloud__Is_Consumer_Unit__c) is False, the flow updates the is Consumer Unit field (cgcloud__Check_isConsumer_Unique__c) field value as empty.
  • If the Is Order Unit field (cgcloud__Is_Order_Unit__c) is True, the flow updates the is Order Unit field (cgcloud__Check_isOrder_Unique__c) in the Unit of Measure object with the concatenation of record Id of the Product object with the “IsOrder” string. If the Is Order Unit field (cgcloud__Is_Order_Unit__c) is False, the flow updates the is Order Unit field (cgcloud__Check_isOrder_Unique__c) field value as empty.
  • If the Is Price Unit field (cgcloud__Is_Price_Unit__c) is True, the flow updates the is Price Unit field (Check_isPrice_Unique__c) in the Unit of Measure object with the concatenation of the record Id of the Product object with the "IsPrice" string. If the Is Price Unit field (cgcloud__Is_Price_Unit__c) is False, the flow updates the is Price Unit field (Check_isPrice_Unique__c) field value as empty.
 Evaluate the rule when a record is created or updated.  
Set_Check_isConsumer_Unique Unit of Measure CGCloud : Set_Check_isConsumer_Unique

If the record is a new record and Is Consumer Unit is True, or the Is Consumer Unit field is modified. If one of the conditions is met, the flow runs and validates these fields:

If Is Consumer Unit is True, the flow updates the is Consumer Unit (cgcloud__Check_isConsumer_Unique__c) field in the Unit of Measure object with the concatenation of the record Id of Product object with the "IsConsum" string. If the Consumer Unit field is modified, the flow updates the is Consumer Unit (cgcloud__Check_isConsumer_Unique__c) field value as empty.

 Evaluate the rule when a record is created or updated. Workflow is inactive by default.
Populate Unique User Id in User Accountable User Accountable CGCloud : Populate Unique User Id in User Accountable Updates the Unique User Id field in the User Accountable object with the record Id of the User object. Evaluate the rule when a record is created or updated.  
Populate Unique Activity Daily Report Template Activity CGCloud : Populate Unique Activity Updates the Unique Activity field in the Daily Report Template Activity object with the concatenation of the record Id of the Daily Report Template and Activity objects (cgcloud__Visit_Template__c). Evaluate the rule when a record is created or updated.  
Update Unique Sort field User Exit Content CGCloud : Update Unique Sort field Updates the Unique Sort Order for User Exit Type field in the User Exit Content object with the concatenation of the record Id of the User Exit and Sort Order objects. Evaluate the rule when a record is created or updated.  
Populate Unique User Id User Setting CGCloud : Populate Unique User Id If the User field isn’t null, the flow updates the Unique User Id field in the User Setting object with the record Id of the User object. Evaluate the rule when a record is created or updated.  
#### See Also - [Create a Managed-Installed Flow that Admins can Override and Customize](https://help.salesforce.com/s/articleView?id=release-notes.rn_automate_flow_builder_overrides.htm&release=234&type=5&language=en_US)