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Automate Your Business Processes
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            Setting Values in the Process Builder

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            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.

            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.

            • Field Picker
              Use the field picker to reference fields on the record that started the process or fields on related records.
            • Process Builder Value Types
              When setting a value for a given field—whether on the record that started the process or a related record— the available value types are filtered based on the field that you’ve selected.
            • Multi-Select Picklists in the Process Builder
              The Process Builder lets you select multiple values for a multi-select picklist field.
             
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