---
schema_version: "1"
id: 7c0d48ef01f241b967e8b128e3563702100defe7ededd909a49e9ee1b4160fbf
title: Add Actions to Your Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 35d770708042dbc05abc4bceda59e5568627f5a57418d41f246521d515cc96e0
description: After you define a criteria node, define the actions that are executed when the criteria are met. Actions are executed in the order in which they appear in the Process Builder.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Add Actions to Your Process

After you define a criteria node, define the actions that are executed when the criteria are met. Actions are executed in the order in which they appear in the Process Builder.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (<a href="https://help.salesforce.com/s/articleView?id=xcloud.overview_edition_lex_only.htm&amp;language=en_US" target="_blank">not available in all orgs</a>) and Lightning Experience</td></tr><tr class="" id="process_action__d5547e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_action__d5547e347"><a name="process_action__d5547e347"></a><strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d304186e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action__d5547e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d304186e84 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d304186e84 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

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](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

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](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

An action group can consist of a combination of immediate and scheduled actions. Immediate actions are executed when evaluation criteria are met. Scheduled actions are executed at a specified time. For example, Salesforce can automatically send an email reminder to the account team if a high-value opportunity is still open 10 days before the specified close date.

Before you begin, consider whether you want this action to be executed immediately or at a specific time. If you want to execute the action at a specific time, [identify when those actions should be executed](https://help.salesforce.com/s/articleView?id=platform.process_action_schedule.htm&release=264.0.0&type=5 "In record-change processes and event processes, you can schedule actions to execute at a specific time. An action group that supports scheduled actions can have multiple schedules. For example, you can schedule some actions to execute one day from now and others to execute three days from now.").

1. Click **Add Action**.
2. Select the type of action to create, and then fill out the fields to define the action.

- **[Create a Record from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_create.htm&release=264.0.0&type=5)**  
    Create a record by manually entering values or by using the values of related records.
- **[Invoke a Process from Another Process](https://help.salesforce.com/s/articleView?id=platform.process_action_invoke_process.htm&release=264.0.0&type=5)**  
    Invoke a process from another process. With invocable processes, you have the option of reuse so that you don’t spend your time on repetitive work.
- **[Create a Chatter Post from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_post.htm&release=264.0.0&type=5)**  
    Post to the feed of a user, a Chatter group, or the record that started the process.
- **[Use a Quick Action from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quick.htm&release=264.0.0&type=5)**  
    Create a record, update a record, or log a call by using a quick action that you or another admin created for your organization.
- **[Work with Quip from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_quip.htm&release=264.0.0&type=5)**  
    Create documents, chat rooms, and folders when important events occur. Attach a document to a record so your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, and more.
- **[Launch a Flow from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_flow.htm&release=264.0.0&type=5)**  
    Start an autolaunched flow from your process to automate complex business processes. Create flows to perform logic and have events trigger the flows via processes without writing code.
- **[Send an Email from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_email.htm&release=264.0.0&type=5)**  
    Easily send an email from a process by using an email alert. Email alerts are configured outside of the Process Builder and contain the standard text, list of recipients, and template for an email.
- **[Send a Custom Notification from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_customnotification.htm&release=264.0.0&type=5)**  
    Send customized notifications when important events occur. Alert an account owner if a new support case is logged while trying to close a deal, or send a notification for a workflow built entirely with custom objects. Add recipients and content to your custom notification, then add it to your process.
- **[Send a Survey Invitation from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_send_survey_invite.htm&release=264.0.0&type=5)**  
    Send an email invitation containing the link to a particular survey question or to launch a survey.
- **[Submit a Record for Approval from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_submit.htm&release=264.0.0&type=5)**  
    Submit the record that started the process for approval.
- **[Update Records from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_update.htm&release=264.0.0&type=5)**  
    Update one or more records that are related to the record that started the process by manually entering values or by using the values from related records.
- **[Call Apex Code from a Process](https://help.salesforce.com/s/articleView?id=platform.process_action_apex.htm&release=264.0.0&type=5)**  
    Add customized functionality to your process by calling Apex from the process.