Before you activate a process, understand when processes start evaluating records.
|Available in: both Salesforce Classic and Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
- After you activate a process, you can no longer edit that process.
- Salesforce processes rules in the following order:
- Validation rules
- Assignment rules
- Auto-response rules
- Workflow rules and processes (and their immediate actions)
- Escalation rules
- Processes start automatically and are invisible to the user.
- Saving or creating records can trigger more than one process.
When Do Processes Start Evaluating Records?
- Processes can evaluate a record anytime a record is saved or created. However, processes that are created after records are saved don’t evaluate those records retroactively.
- Processes can evaluate records up to five times in a single transaction if another process, workflow rule, or flow updates the record in the same transaction. See Reevaluate Records in the Process Builder for more details.
- Processes are triggered when a standard object in a master-detail relationship is re-parented.
- Processes only evaluate converted leads if validation and triggers for lead convert are enabled in your organization.
- Processes evaluate changes made to records while using Connect Offline when users synchronize.
- In a batch update, processes are only retriggered on the entities where there is a change.
- The following actions don’t trigger processes:
- Mass replacing picklist values
- Mass updating address fields
- Mass updating divisions
- Changing the territory assignments of accounts and opportunities
- Deactivating Self-Service Portal, Customer Portal, or partner portal users
- Converting state and country data by using the Convert tool
- Making changes to state and country picklists using AddressSettings in the Metadata API