Author: Sarahhill

If you’re using Salesforce to power your sales, service, or marketing teams, you already know it’s a powerful platform. But when was the last time you checked how well your Salesforce org is actually performing or ran a Salesforce health check?

Many businesses invest heavily in Salesforce but over time encounter issues that slow down users, reduce data quality, or prevent teams from getting the most out of the system.

That’s why we created the Xenogenix Salesforce Health Check Tool – a fast, free way to assess how well your org is working and where improvements can be made. you’re using Salesforce to power your sales, service, or marketing teams, you already know it’s a powerful platform. But when was the last time you checked how well your Salesforce org is actually performing?

Why Your Salesforce Org Might Need a Health Check

Just like your car needs an MOT, your Salesforce org needs regular check-ups to stay healthy and efficient.

Here are some common warning signs that your org could benefit from a review:

• Sluggish performance or slow load times
• Duplicate or poor-quality data
• Users not logging in or engaging with the system
• Outdated or unused automations
• Permission settings that are overly complex or risky

These problems don’t just affect your IT team – they impact productivity, decision-making, and customer experience.

What the Xenogenix Health Check Covers

Our tool evaluates your org in key areas including:

• Data Quality & Governance – Is your data clean, consistent and reliable?
• User Experience & Adoption – Are users actively using Salesforce, or avoiding it?
• Security & Access Control – Are your permission sets and roles appropriate and secure?
• Automations & System Performance – Are workflows and processes working efficiently?
• Integrations & Scalability – Is your org ready for growth and new capabilities?

It’s quick (under 5 minutes), doesn’t require system access, and you’ll get your results instantly.

Click here to take the Health Check now

What Happens After the Health Check?

Once you’ve completed the questionnaire, you’ll receive:

• A personalised score showing how your org performs across different areas
• A summary of potential issues and improvement opportunities
• A follow-up email with a link to your results and optional next steps

If you’d like expert advice on how to fix the issues, the Xenogenix team is here to help.

Why Trust Xenogenix?

We’re an established Salesforce consulting partner with over 20 years’ experience helping UK businesses transform their operations with Salesforce. Whether you’re using Sales Cloud, Service Cloud, CPQ, Account Engagement (Pardot), or other Salesforce products, we can help optimise your setup and support your team.

We’ve seen it all – over-customised orgs, forgotten automations, clunky user journeys – and we know how to fix them.

Take the First Step Towards a Smarter Salesforce Org

Whether you’re a Salesforce admin, decision-maker, or power user, understanding your org’s current health is the first step toward real improvement.

Try our Free Salesforce Health Check Tool today

No obligations. Just clear insights from a trusted Salesforce partner.

The Urgent Need to Transition from Process Builder to Flow in Salesforce: Salesforce has long been a leader in providing robust automation tools to streamline business processes. However, the landscape is changing: Salesforce is retiring Process Builder and Workflow Rules, urging users to transition to Flow. This shift marks a significant evolution in how businesses manage their automated workflows on the platform.

Why Salesforce is Retiring Process Builder and Workflow

Process Builder and Workflow Rules have been staple automation tools within Salesforce for years. However, these tools have limitations in flexibility, complexity handling, and performance. Flow, on the other hand, offers a more advanced, versatile, and powerful solution for automating business processes. Here’s why Salesforce is making this transition:

1. Enhanced Capabilities: Flow provides superior functionality, including complex branching logic, loops, and the ability to build guided, interactive processes.
2. Unified Automation: Consolidating automation tools under Flow reduces redundancy and simplifies the automation landscape within Salesforce.
3. Future-proofing: Flow is built to scale with evolving business needs, integrating seamlessly with modern Salesforce features and third-party systems.

The Timeline and Implications

As of 31 December 2025, Salesforce will no longer support Process Builder and Workflow Rules. This means no more bug fixes, updates, or support. Furthermore, since 2023, Salesforce has already restricted the creation of new processes using Process Builder, signalling a clear push towards Flow. Read the announcement here.

Immediate Risks of Inaction

Failing to transition from Process Builder and Workflow Rules can have serious repercussions:

• Software Vulnerabilities: Without ongoing support, any issues or bugs in existing Process Builder or Workflow automations will remain unresolved, potentially disrupting business operations.
• Inability to Adapt: Unsupported automation tools limit your ability to implement new workflows or modify existing ones, hindering your business’s adaptability to change.
• Non-compliance with Best Practices: Using outdated tools can lead to non-compliance with Salesforce best practices, which can affect system performance and security.
• Increased Costs: Delaying the migration can result in higher costs later due to the need for emergency fixes and expedited transitions, which are often more expensive and disruptive.

Why Migrate to Salesforce Flow?

Migrating to Flow not only mitigates the risks associated with Process Builder and Workflow but also brings numerous benefits that enhance your Salesforce environment:

1. Comprehensive Automation Capabilities

Flow supports a broad spectrum of automation scenarios, from simple tasks to intricate, multi-step processes. It integrates advanced features like loops, decision elements, and complex branching logic, enabling you to build sophisticated workflows tailored to your business needs.

2. Visual Workflow Builder

Flow’s intuitive, drag-and-drop interface simplifies the process of designing and managing workflows. This visual approach makes it easier for administrators and developers to create, modify, and maintain automation processes without extensive coding.

3. Real-time Process Monitoring

Flow includes robust monitoring and analytics tools that provide real-time insights into your workflows. This visibility allows you to identify bottlenecks, optimise processes, and ensure your automations are performing efficiently.

4. Integrated Data Handling

Flow seamlessly integrates with various Salesforce objects and external systems, ensuring that data flows smoothly across your organisation. This integration capability is crucial for maintaining data integrity and consistency in complex business environments.

5. Enhanced Collaboration

With Flow, teams can collaborate more effectively on developing, testing, and deploying automations. The centralised platform facilitates better communication and coordination, leading to more efficient workflow management.

6. Security and Compliance

Flow includes built-in security features that help ensure your workflows comply with organisational policies and regulatory requirements. This focus on security helps protect sensitive data and maintain compliance with industry standards.

7. Community and Support

Salesforce Flow benefits from a robust community and extensive support resources. Whether you’re troubleshooting an issue or looking for best practices, the community and Salesforce’s documentation provide invaluable assistance.

Transitioning to Flow: How We Can Help

Our consultancy specialises in guiding businesses through the transition from Process Builder and Workflow Rules to Flow. Here’s how we can assist:

• Assessment: We’ll conduct a comprehensive assessment of your current Salesforce setup to identify existing Process Builder and Workflow usage.
• Planning: We’ll develop a detailed migration plan that outlines the steps, timelines, and costs involved in transitioning to Flow.
• Implementation: Our experts will handle the technical aspects of the migration, ensuring a smooth transition with minimal disruption to your operations.
• Training and Support: We’ll provide training for your team on using Flow and offer ongoing support to ensure you’re maximising the benefits of the new automation tool.

Conclusion

The retirement of Process Builder and Workflow Rules is a significant milestone in the evolution of Salesforce automation. Transitioning to Flow is not just a necessity to avoid risks but an opportunity to leverage a more powerful, flexible, and future-proof tool. Don’t wait until it’s too late—contact us today to start your migration journey and unlock the full potential of Salesforce Flow.