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Add Actions to Your Process
After you define a criteria node, define the actions that are executed when the criteria are met. Actions are executed in the order in which they appear in the Process Builder.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
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.
An action group can consist of a combination of immediate and scheduled actions. Immediate actions are executed when evaluation criteria are met. Scheduled actions are executed at a specified time. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open 10 days before the specified close date.
Before you begin, consider whether you want this action to be executed immediately or at a specific time. If you want to execute the action at a specific time, identify when those actions should be executed.
- Click Add Action.
- Select the type of action to create, and then fill out the fields to define the action.
- Create a Record from a Process
Create a record by manually entering values or by using the values of related records. - Invoke a Process from Another Process
Invoke a process from another process. With invocable processes, you have the option of reuse so that you don’t spend your time on repetitive work. - Create a Chatter Post from a Process
Post to the feed of a user, a Chatter group, or the record that started the process. - Use a Quick Action from a Process
Create a record, update a record, or log a call by using a quick action that you or another admin created for your organization. - Work with Quip from a Process
Create documents, chat rooms, and folders when important events occur. Attach a document to a record so your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, and more. - Launch a Flow from a Process
Start an autolaunched flow from your process to automate complex business processes. Create flows to perform logic and have events trigger the flows via processes without writing code. - Send an Email from a Process
Easily send an email from a process by using an email alert. Email alerts are configured outside of the Process Builder and contain the standard text, list of recipients, and template for an email. - Send a Custom Notification from a Process
Send customized notifications when important events occur. Alert an account owner if a new support case is logged while trying to close a deal, or send a notification for a workflow built entirely with custom objects. Add recipients and content to your custom notification, then add it to your process. - Send a Survey Invitation from a Process
Send an email invitation containing the link to a particular survey question or to launch a survey. - Submit a Record for Approval from a Process
Submit the record that started the process for approval. - Update Records from a Process
Update one or more records that are related to the record that started the process by manually entering values or by using the values from related records. - Call Apex Code from a Process
Add customized functionality to your process by calling Apex from the process.
