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Considerations for Designing Processes
Before you design a process, understand the limitations and guidelines.
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.
We recommend that you use the most recent stable version of Google Chrome™.
- Best Practices for Designing Processes
Before you design a process in Process Builder, understand the best practices. - Process Builder Accessibility Considerations
Process Builder is 508-compliant, with one exception. You can’t close window dialogs with your keyboard. - Considerations for Event Processes
These considerations are specific to processes that start when a platform event message is received. - Compatibility Considerations for Processes
Before you design a process, understand how processes interact with other Salesforce features, like custom objects and fields. - Process Formula Limitations
Formulas that are used as conditions in a criteria node have some limitations. If a process contains an invalid formula, you can't save or activate the process. - Considerations for Scheduling Process Actions
Scheduled actions are supported only in record-change processes and event processes. The scheduled time depends on the type of schedule, whether the field changed, and whether the process was deactivated. - Considerations for Processes that Send Custom Notifications
Before you begin sending custom notifications, learn about important storage, recipient, and org limits. - Considerations for Processes That Post to Chatter
The Post to Chatter action doesn’t support Experience Cloud sites, and there are some limitations around what you put in the message. - Considerations for Processes That Update Records
Understand what happens when you change a record owner, update the same field multiple times, or update currency fields in a multiple currency org.
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