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Automate Your Business Processes
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            Field Picker

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            3. Automate Your Business Processes

            Field Picker

            Use the field picker to reference fields on the record that started the process or fields on related records.

            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.

            To use fields on a related record, click a field with Field Traverser next to the value. For example, use the Account ID field value on the case’s contact account.

            Account ID Field on a Case's Contact's Account

            The field picker displays only the fields that are compatible with the selected parameter.

            If you see a field multiple times, it means that the field can relate to multiple objects. For example, if you created a queue for cases, a case’s owner can be either a user or a queue. Owner ID is a polymorphic field—a field that relates to more than one object.

            Screenshot of the options for Case fields that match "Owner"

            To access a field on the case’s owner, choose the appropriate relationship. If you select Owner ID (User) and the owner of the record is a queue, the process fails.

            Note
            Note Queue labels aren't supported in process criteria. For example, you can't use [Lead].Owner:Queue.Name in process criteria. Instead, use [Lead].Owner:Queue.DeveloperName to reference the queue's API name.
             
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