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Automate Your Business Processes
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            Process Formula Limitations

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            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.

            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
            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.

            All formulas that are used in a criteria node must:

            • Return true or false. If the formula returns true, the associated actions are executed.
            • Not contain more than 3,000 characters.
            • Not contain an unsupported function.
            • Reference the process trigger object for that process.
            • Use the correct capitalization when referring to the process trigger object.
            Tip
            Tip Parentheses aren’t included automatically when you insert a function. Be sure to add parentheses, such as TODAY(), when building a formula.

            Unsupported Functions

            If a formula in a process uses any of the following functions, the formula returns null.

            • GETRECORDIDS
            • IMAGE
            • INCLUDE
            • PARENTGROUPVAL
            • PREVGROUPVAL
            • REQUIRE SCRIPT
            • VLOOKUP

            For a complete list of operators and functions for building formulas in Salesforce, see Formula Operators and Functions by Context.

            Note
            Note
            • If your process criteria uses a formula, don’t create a formula that always evaluates to true, such as 2 < 5.
            • ISCHANGED is available as both a formula function and as an operator. When it’s used as a formula function in process criteria, you can’t reference a child record’s related fields. For example, ISCHANGED isn’t supported when referencing a [Case].Contact.AccountId field, but it can be used when referencing [Case].ContactId.

            See Also

             
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