Formativ Group

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Moving Beyond Salesforce Process Builder Starts with the Right Partner

Behind every aging Process Builder is complexity you shouldn’t have to manage alone. Our award-winning experts map it, simplify it, and rebuild your automation in Flow–leaving you in control of a system that finally works the way it should.

Process Builder and Workflow Rules are still running, but Salesforce won’t fix issues, patch bugs, or enhance them. Over time, that creates slowdowns, instability, and avoidable technical debt. Migrating to Flow now helps you stay ahead of those risks.

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How It Works

Automation Inventory

We work with your team to uncover every Process Builder and Workflow Rule still running–including the hidden logic most orgs don’t realize is there.

Risk + Impact Prioritization

Together, we identify the most time-sensitive, high-risk, or business-critical automations to migrate first, so your team focuses effort where it matters most.

Phased Migration

We collaborate with your admins and stakeholders to rebuild your automation in waves–ensuring smooth transitions without downtime or disruption.

Testing & Validation

Side by side, we’ll validate every Flow with real data and real scenarios, giving your team confidence that everything works exactly as intended before go-live.

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What You Get

A clearer, faster, and future-ready automation framework—built with zero guesswork. When you migrate with us, you’re not just replacing old automation. You’re gaining a fully documented, fully optimized system that performs better, scales with your business, and empowers your team to own it long after the project ends. Every deliverable is designed to reduce risk, eliminate clutter, and set you up for long-term success in Flow.

  • A complete automation inventory
  • A prioritized migration roadmap
  • Clean, best-practice Flow builds
  • Improved performance and reliability
  • Documentation that your team can maintain
  • Optional admin training
  • Peace of mind in 2026
"FormativGroup team went Above & Beyond for our implementation"

FormativGroup went above and beyond for this implementation. They communicated our path/proposed solutions very clearly with some examples from other customers in our industry.
- Sirisha
"A Reliable Partner"

They were readily available when we contacted them, and started working on our project within two days. Our problem was not to select the right CRM but to select the right Salesforce Partner.

We had a very professional & smooth implementation with FormativGroup over three months in all project stages, their follow-up and updates were excellent and robust.
- Eric
"Successful and responsible implementation of Salesforce Consolidation Project"

The best thing about FormativGroup is their responsibility and commitment towards the project until the completion of the project. They were flexible and easily accessible whenever needed, and made this implementation a smooth ride. Knowledge, insight, responsiveness, and highly skilled resources are the complement from FormativGroup.
- Sabarish
"Team was quick and highly skilled"

We wanted to implement Salesforce in our project, replacing the existing system, and collaboration with FormativGroup made the task very easy. The team was highly skilled and knew how to get solutions to the most complex problems, which made the transition seamless.
"More than a consultant... a true partner"

I appreciate the service I have received from FormativGroup and plan to keep using them in the future.
- Bryan

GET STARTED

Book a Discovery Call

You don’t have to navigate Process Builder’s retirement alone. Our experts will help you uncover what’s hidden, rebuild what matters, and move forward with confidence.

Talk to us.