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Jama: Flow migration

Moving a decade of legacy automation into Flow.

Problem

Years of Workflow Rules and Process Builders had piled up, which made automation hard to trace and risky to change.

Approach

Co-led consolidating that logic into record-triggered Flows, alongside a bypass framework so automation could be tested and data loaded safely.

Outcome
  • 60Workflow Rules retired
  • 5Process Builders retired
  • ~30record-triggered flows in the bypass framework
Salesforce FlowRecord-triggered flowsValidation rules