You are here:
Examples of Processes
See how Process Builder can make automating your business processes super easy.
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.
- Opportunity Management Process Example
This example automates a single business process by using the Process Builder instead of workflow rules. - Printer Management Process Example
The example demonstrates how you can use Process Builder to subscribe to and evaluate a platform event. - Managing Documents Process Example
This example uses Process Builder to manage documents in Salesforce. The example moves a document to a shared folder in Quip whenever the record that the document is associated with is created or updated. This process ensures that the documents associated with a Salesforce record object are always available to users who have access to the shared folder.
Did this article solve your issue?
Let us know so we can improve!
