---
schema_version: "1"
id: 08d87054aed9218863c2580bd819c18f52abafe7c4059e363fd70951fbaaa31f
title: Create a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 891a851414dd8123d711aac503ffc0bdce03012539235bfc39727aa41b8152b9
description: To create a process, define its properties and which records it evaluates, and then add criteria nodes and actions.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Create a Process

To create a process, define its properties and which records it evaluates, and then add criteria nodes and actions.

### 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_create__d5895e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_create__d5895e347"><a name="process_create__d5895e347"></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="d342778e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_create__d5895e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d342778e84 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d342778e84 ">
              <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.").

1. **[Define the Process Properties](https://help.salesforce.com/s/articleView?id=platform.process_properties.htm&release=264.0.0&type=5)**  
    The process properties uniquely identify your process.
2. **[Configure the Process Trigger](https://help.salesforce.com/s/articleView?id=platform.process_start.htm&release=264.0.0&type=5)**  
    Every process includes a trigger, which tells the process when to start. How you configure that trigger depends on what type of process you’re creating.
3. **[Add Process Criteria](https://help.salesforce.com/s/articleView?id=platform.process_criteria.htm&release=264.0.0&type=5)**  
    Define the criteria that must be true before the process can execute the associated actions.
4. **[Add Actions to Your Process](https://help.salesforce.com/s/articleView?id=platform.process_action.htm&release=264.0.0&type=5)**  
    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.
5. **[Execute Actions for Multiple Criteria](https://help.salesforce.com/s/articleView?id=platform.process_next_criteria.htm&release=264.0.0&type=5)**  
    Choose whether to stop or continue your process after specific criteria are met and associated actions execute.
6. **[Launch a Flow from a Process](https://help.salesforce.com/s/articleView?id=platform.flow_distribute_system_process.htm&release=264.0.0&type=5)**  
    Just like workflow rules, processes start when a certain object’s records are created or edited. Add a flow action to give a process even more functionality. For example, create a process that checks if a new feed item is a question. If it is, wait a day and then use a flow to check whether a Best Comment has been selected or not. If it hasn’t, use that question to create a case.