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Process Management
Process Builder allows you to see and manage all your processes in one place.
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 manage 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.
To manage a process, from Setup, enter Builder in the Quick Find box, then select Process Builder.
From the process management page, you can:
- Create a process
- Edit a process
- Delete an inactive process
- See the status of your existing processes
- Sort your processes by name, description, object, last modified date, or status
When you open a process, you can:
From the list of paused flow interviews in Setup, you can:
- Monitor scheduled actions that haven’t yet been executed
- Delete groups of scheduled actions that you no longer must wait for
