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Automate Your Business Processes
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            Avoid Unwanted Actions in Processes

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            3. Automate Your Business Processes

            Avoid Unwanted Actions in Processes

            When you add criteria to your process, you can choose to execute actions when specified criteria change.

            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
            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.

            For example, your process sends an email alert whenever a case has an Escalated status. Let’s say your support team repeatedly updates the case description with new information. Whenever the case is saved with a new description, your process can check specifically whether the Escalated status changed, rather than repeatedly sending email alerts. This way, the process executes actions only if the status was changed to Escalated during the latest update.

            Tip
            Tip Check out this short video Watch Video Demo Avoid Unwanted Actions in Your Process to learn more about this option.

            This setting isn’t supported if:

            If Yes is... Actions are executed if... Actions are not executed if...
            Selected
            • The record was created.
            • The record was updated. Its current values meet the conditions, and its most recent previous values did not meet the conditions.
            • The record’s current values meet the conditions, and the record’s most recent previous values met the criteria.
            • The record’s current values don’t meet the conditions.
            Deselected
            • The record was created.
            • The record was updated, and its current values meet the conditions.
            		 The record’s current values don’t meet the conditions.
            • Your process starts only when a record is created.
            • Your process starts when a record is created or edited and the criteria node doesn’t evaluate any criteria.
            • The criteria node evaluates a formula, but the formula doesn’t include a reference to the record that started the process.
            • Your process uses the Is changed operator in a filter condition.

            See Also

             
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