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Activate a Process
Salesforce doesn't start using a new or revised process to evaluate records until you activate it.
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 activate or deactivate processes: | Manage Flow AND View All Data AND Customize Application |
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.
After you activate a process, you can no longer edit it. However, you can click Clone to save the process as a new inactive process.
You can't activate a process unless it has:
- At least one defined criteria node
- At least one defined immediate or scheduled action
- From Setup, enter Builder in the Quick Find box, then select Process Builder.
- Open the process version that you want to activate.
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Click Activate.
If you activate a version of a process that already has an active version, the previously active version is automatically deactivated. To see that version later, refer to the process's version history.
After you've activated your process, consider creating or editing test records that will start the process to make sure it's working correctly. If you do, remember to delete those test records or return them to their previous values after you've confirmed that your process works as designed.
If you later want Salesforce to stop using a process to evaluate records as they're created or edited, open the active process and click Deactivate.
