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.
Updating a Record’s Owner
Processes that update owners don’t automatically transfer the associated items.
Use an Update Records action for each type of child record that you want to transfer.
For example, you want to transfer an account to a new owner. Add four Update
Records actions to your process. The first updates the account. The second updates
the child contacts. The third updates the child opportunities. And the fourth updates
the child contracts.
Multiple Updates to the Same Field
If multiple Update Records actions apply different values to the same field, the
last action’s value is used.
Multiple Currencies
If your org uses multiple currencies, the currency fields are updated using the
record’s currency code. If you use a formula to update a field, the formula values
use the record’s currency code.
Inactive Users
Processes can't update records that inactive users own. When
you deactivate a user, also transfer that user's records to an active user to avoid
failed processes.
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