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Define the Process Properties
The process properties uniquely identify your 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 |
| 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.
- From Setup, in the Quick Find box, enter Builder, and select Process Builder.
- Click New, or click the process name and then click Edit Properties.
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Define the process properties by completing the fields.
Field Description Process Name The name for your process, up to 255 characters.
This name appears in the process management page, so name your process to differentiate it from other processes. To see the page in Setup, enter Builder in the Quick Find box, then select Process Builder.
API Name The name that the API and managed packages use, up to 79 characters.
This name must be unique across all processes and flows. The name must begin with a letter and use only alphanumeric characters and underscores. It can't include spaces, end with an underscore, or have two consecutive underscores.
After it's saved, you can’t change the process’s API name.
Description Optional. A description for your process.
The description also appears in the process management page. It’s intended to help you differentiate between processes, such as to explain what a process does.
The process starts when Identifies when the process begins. You can set your process to start when:
- A record changes
- A platform event message is received
- It’s invoked by another process
This field is available only when creating a process.
Template Specifies whether the process is a template. When a template is installed from a managed package, the subscriber can view and clone the process and customize the clones. Non-template processes that are installed from managed packages can only be activated and deactivated.
Suppose that your company needs a process that differs slightly for each country where you do business. You can create or install a template for the base process and then clone it to create each country-specific process. Even if you don’t use managed packages, you can use this field to clearly identify the base process.
This field is available only when editing a process.
API Version for Running the Process Determines which versioned run-time behavior improvements the process adopts.
Changing this field requires the Manage Flow permission. Before you select a new API version, review all run-time improvements that were delivered between the currently selected API version and the new API version. You can find all flow and process run-time improvements for an API version in the Salesforce Release Notes.
By default, when you create a process, it runs in the latest API version. If you clone an existing process as a new process or process version, the existing process’s run-time API version is used in the new process or process version.
The run-time API version doesn’t change as future Salesforce releases roll out. You decide when, if ever, to change the API version for running each process. This field lets you test and upgrade your processes one by one, and at your own pace. You can even opt to never adopt versioned updates for one or all your processes.
- Click Save.
