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Automate Your Business Processes

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Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Supply Chain

Considerations for Managing Processes

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Considerations for Managing Processes

Understand what happens when you install, activate, or delete processes.

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 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.

Installed Processes

If you install a non-template process from a managed package, you can only activate or deactivate it. If the process is a template, you can view and clone it, and you can edit the clone.

Active Processes

After you activate a process, you can no longer edit it.

Deleting Processes

You can’t delete a process when it has unexecuted groups of scheduled actions. The workaround is to delete the unexecuted groups of unscheduled actions.

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