admin-legacy-automation

To analyze Salesforce legacy automation, this Skill inspects workflow rules, approval processes, and configuration metadata from your org. It fetches component details directly to help admins understand the existing automation landscape and identify active rules.

Finding active workflow rules on a specific Salesforce object requires querying your org's automation metadata. This Skill retrieves those configurations, allowing you to identify active rules, their triggers, and the exact email templates that fire for objects like Account.

You need to modernize Salesforce workflow rules and approval processes when evaluating your legacy automation landscape for updates. This Skill provides data-driven recommendations identifying which legacy configurations should migrate to Flow for modernization.

Yes, you need the sf-intelligence package to inspect Salesforce approval processes. This dependency is required to fetch the metadata from your Salesforce environment so the Skill can analyze the approver chains, associated rules, and active states.

The best way to inspect the approver chain in a Salesforce legacy approval process is to use this Skill to parse the automation metadata. It details both active and inactive approval processes, including the full approver chain and associated rules.