---
schema_version: "1"
id: 786ce57e57a10b4c76c3d04da2bf88ece2b68b1146c3ccabd322b3a50d5696d9
title: Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_migrate_to_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3a7dea9453cfd1454874878284e73127bfec9013c3c2300648c05d149421df27
description: Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Move Processes and Workflows to Flow Builder with the Migrate to Flow Tool

Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=platform.flow_ref_supported_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the editions and user interfaces that support Flow Builder. Some Flow Builder features integrate with other Salesforce products that require additional licenses.">View supported editions.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d290772e60">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">To open, edit, create, activate or
              deactivate a flow using all flow types, elements, and features available in Flow
              Builder, including Einstein and Agentforce for Flow:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">Manage Flow</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">To create, change, activate, or deactivate workflow rules and actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">To activate or deactivate processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d290772e60 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p>View All Data</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Customize
                Application</p>
            </td>

          </tr>
        </tbody>
      </table>

Before moving your new flows to production, start with migrating and testing in a sandbox environment.

1. From Setup, in the Quick Find box, enter Migrate to Flow, and then select **Migrate to Flow**.
2. Select the process that you want to convert to a flow.
3. Click **Migrate to Flow**.
4. Select the criteria that you want to migrate.
    
    If it’s a process, the Migratable column indicates whether you can fully or partially migrate the process.
    
    ![Migrate to flow screen with criteria selected.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_migrate_tool_1.png)
5. Click **Migrate to Flow**.
6. If this is a partial migration of a process, click **Needs Review** when the migration is complete to see the list of actions that require additional configuration.
    
    ![Migration results with actions listed that require further configuration.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_migrate_tool_2.png)
7. After you migrate a process or workflow rule, test the flow in Flow Builder.
8. If everything works as expected, activate the flow.
9. Deactivate the process or workflow rule you migrated to Flow Builder.