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Create a Process
To create a process, define its properties and which records it evaluates, and then add criteria nodes and actions.
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 create, edit, or view processes: | Manage Flow AND View All Data |
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.
- Define the Process Properties
The process properties uniquely identify your process. - Configure the Process Trigger
Every process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you’re creating. - Add Process Criteria
Define the criteria that must be true before the process can execute the associated actions. - Add Actions to Your Process
After you define a criteria node, define the actions that are executed when the criteria are met. Actions are executed in the order in which they appear in the Process Builder. - Execute Actions for Multiple Criteria
Choose whether to stop or continue your process after specific criteria are met and associated actions execute. - Launch a Flow from a Process
Just like workflow rules, processes start when a certain object’s records are created or edited. Add a flow action to give a process even more functionality. For example, create a process that checks if a new feed item is a question. If it is, wait a day and then use a flow to check whether a Best Comment has been selected or not. If it hasn’t, use that question to create a case.
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