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.
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.
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.
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