Just like workflow rules, processes start when a certain object’s records are created
or edited. Add a flow action to give a process even more functionality. For example, create a
process that checks if a new feed item is a question. If it is, wait a day and then use a flow
to check whether a Best Comment has been selected or not. If it hasn’t, use that question to
create a case.
Required Editions
User Permissions Needed
To create, edit, or view processes:
Manage Flow
AND
View All Data
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After
December 31, 2025, existing processes continue to run, and you can activate, deactivate, and
edit them; however, we recommend using Flow Builder. To migrate existing processes, plan
your switch
to Flow Builder and use the Migrate to Flow tool. For new
automations, create flows in Flow
Builder.
Create and activate the autolaunched flow for the
process to launch.
Create the process that you plan to launch this flow from.
For details, see “Create a Process” in Salesforce Help.
Add a “Flows” action to the process.
For Flow, search for and select the flow that you
created.
Optionally, click Add Row to set values for the flow’s
variables.
Activate the process.
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