Understand what happens when you change a record owner, update the same field multiple times, or update currency fields in a multiple currency org.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
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.
Updating a Record’s Owner
Processes that update owners don’t automatically transfer the associated items. Use an Update Records action for each type of child record that you want to transfer.
For example, you want to transfer an account to a new owner. Add four Update Records actions to your process. The first updates the account. The second updates the child contacts. The third updates the child opportunities. And the fourth updates the child contracts.
Multiple Updates to the Same Field
If multiple Update Records actions apply different values to the same field, the last action’s value is used.
Multiple Currencies
If your org uses multiple currencies, the currency fields are updated using the record’s currency code. If you use a formula to update a field, the formula values use the record’s currency code.
Inactive Users
Processes can't update records that inactive users own. When you deactivate a user, also transfer that user's records to an active user to avoid failed processes.