Follow these steps to create sales processes, support processes, lead processes, and solution processes.
Required Editions
| 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 |
- From Setup, enter Processes in the Quick Find box, then select the appropriate link.
- Click New.
- Choose an existing process to copy its picklist values into the new process. Select Master to copy all available picklist values.
- Enter a name and description for the new process. The name must be unique within the tab.
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Click Save.
All of the available values in the picklist are displayed. Choose the values that you would like included in the new business process.
Next, add the new business process to a record type, and then make the record type available to users based on profile.