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            Specify When Your Actions Execute with a Schedule

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            Specify When Your Actions Execute with a Schedule

            In record-change processes and event processes, you can schedule actions to execute at a specific time. An action group that supports scheduled actions can have multiple schedules. For example, you can schedule some actions to execute one day from now and others to execute three days from now.

            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
            Important
            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.

            Note
            Note Before adding scheduled actions to your process, understand how they work. Review Scheduled Actions Considerations.

            To schedule actions in a record-change process, make sure that one of the following options is true for your action group.

            • The process starts only when a record is created (1).
            • The process starts when a record is created or edited (2), and the associated criteria node executes actions only when specified changes are made (3).
            Options for Scheduling Actions
            1. In an action group that supports scheduled actions, click Set Schedule.
            2. If you must schedule actions based on a date/time field on the record that started the process:
              1. Leave the first radio button selected.
              2. From the dropdown list on the right side of the panel, select the date to schedule the action.
                For example, if your process is based on an account record, choose the account’s Created Date.
              3. Specify the number of days or hours before or after the field.
                For a record-change process, if the criteria for this action group are still met when this time occurs, Salesforce executes the scheduled actions. For an event process, the criteria aren’t checked when this time occurs. If the criteria was met when the process started, Salesforce executes the scheduled actions.
            3. If you must schedule actions after a certain number of days or hours from when the process is executed:
              1. Select the second radio button.
              2. Specify the number of days or hours from when the process is executed.
                If the criteria for this action group are still met when this time occurs, Salesforce executes the scheduled actions.
            4. Save the schedule.
             
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