Managing Multiple Business Processes

Available in: both Salesforce Classic and Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

User Permissions Needed
To create or change business processes:	Customize Application

Sales Processes

Create different sales processes that include some or all of the picklist values available for the opportunity Stage field.

Lead Processes

Create different lead processes that include some or all of the picklist values available for the Lead Status field.

Support Processes

Create different support processes that include some or all of the picklist values available for the case Status field.

Solution Processes

Create different solution processes that include some or all of the picklist values available for the Status field.

After creating a sales, support, lead, or solution process, assign the process to a record type. The record type determines the user profiles that are associated with the business process.

To view a list of business processes, from Setup, enter Processes in the Quick Find box, then select the appropriate link.