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Add Process Criteria
Define the criteria that must be true before the process can execute the associated 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 |
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.
When the criteria are met, the process executes the associated action group. When criteria aren’t met, the process skips the action group and evaluates the criteria for the next action group.
- Click Add Criteria.
- Enter a name for this criteria node.
Note The name appears on the canvas, so use a name that helps you differentiate it from other criteria nodes. Actions have their own names, so we recommend summarizing only the criteria with this name. For example, if the criteria checks whether a case is escalated, use Is Escalated?. - Select the type of criteria that you must define. This selection determines which fields
appear later in the dialog box.
If you need... Select The record to have certain field values.
For example, to execute the associated actions on opportunity records with an amount greater than $5,000, set the filter to:
[Opportunity].Amount greater than $5000.00Conditions are met To evaluate the record by using a formula.
For example, to execute the associated actions on accounts whose annual revenue is over $1,000,000 when the account is changed by someone other than the owner, use this formula.
AND (([Account].LastModifiedBy.Id <> [Account].Owner.Id) , ([Account].AnnualRevenue > 1000000) )Formula evaluates to true To simply execute the associated actions without evaluating the record.
The process executes all the actions that are associated with this criteria node and, unless you specify otherwise, doesn’t evaluate any remaining criteria nodes in the process. If you choose to stop your process after executing these actions, we recommend choosing this option for only the last criteria node in your process.
No criteria—execute the actions! - If you selected “Conditions are met”:
- Define the filter conditions by identifying the field values that the process must
evaluate.
Field Select the field whose value you want to evaluate. You can also evaluate values for records that are related to the one that started the process. To do so, click a related record with
next
to the ID field.For example, if a contact record started the process, you can evaluate the value for the contact’s account’s Annual Revenue field. To access that field, click Account Id
, select Annual
Revenue, and then click
Choose.Operator The available operators depend on the field’s data type. Type The available value types depend on the field’ data type. Value Identify the value that you want to evaluate the field for. See Setting Values in the Process Builder for details. - For Conditions, identify which conditions must be true for the
process to execute the associated actions.
If you choose to use custom logic, enter up to 1000 characters by using:
- Numbers to refer to each condition
- AND, OR, or NOT to identify which combination of conditions must be true
- Parentheses to group parts of the string together
For example, if you enter 1 AND NOT (2 OR 3), the outcome evaluates to true if the first condition is true and the second or third outcome is false.
Tip Ambiguous logic can cause validation errors. To avoid ambiguity, use parentheses in your custom logic. For example:- 1 AND 2 OR 3 results in an error
- 1 AND (2 AND 3) OR 4 doesn't result in an error
- Define the filter conditions by identifying the field values that the process must
evaluate.
- If you selected “Formula evaluates to true,” define the formula.
- Optionally, to specify whether you want to execute the actions only if the record was
created or edited to meet criteria, click Advanced at the bottom of
the panel.
For details, see Avoid Unwanted Actions in Processes.
Note This setting is available only if the process starts when a record is created or edited and you selected “Filter conditions are met” or “Formula evaluates to true.” - Click Save.
