Many of the tasks you assign, the emails you send, and other record updates are vital
parts of your standard processes. Instead of doing this repetitive work manually, you can
configure flows or processes to do it automatically. We strongly recommend using Flow Builder,
but Process Builder can also help you automate your business processes and give you a graphical
representation as you build it.
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.
Process Builder supports three types of processes for your automation needs. The type
determines what triggers the process.
A record change process starts when a record is created or updated.
An event process starts when a platform event message is received.
An invocable process starts when something else, like another process, invokes it.
Each process consists of:
Criteria that determine when to execute an action group.
Action groups, which consist of immediate or scheduled actions. Only record change
processes support scheduled actions.
If you need an existing process to do more than what process actions allow, don’t worry. You
can also call a flow or Apex from a process.
Examples of Processes See how Process Builder can make automating your business processes super easy.
Process Limits and Considerations Before you start creating, managing, and activating processes, understand the limits and considerations.
Setting Values in the Process Builder Throughout the Process Builder, you must set values, for example, to set conditions in a criteria node, to set the fields on a new case in a Create a Record action, or to specify an Apex method to reference.
Create a Process To create a process, define its properties and which records it evaluates, and then add criteria nodes and actions.
Troubleshoot Processes Use the error messages that appear in the Process Builder and the emails you receive when a process fails to help solve problems that arise when you’re working with processes. When all else fails, look at the Apex debug logs for your processes.
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