--- schema_version: "1" id: 8c558eaa0dd16e23e585e1663fc9073118c23c2f7eb53fe584a646504457fb42 title: Add Process Criteria collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_criteria.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_criteria.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 21388179d905a2bf2b08928bf6cb23695a43262d878840707e46aafc800f7e98 description: Define the criteria that must be true before the process can execute the associated actions. products: - Flow Builder - Salesforce Platform release: "264" --- # Add Process Criteria Define the criteria that must be true before the process can execute the associated actions. ### 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
User Permissions Needed
To create, edit, or view processes:

Manage Flow

AND

View All Data
![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."). When the criteria are met, the process executes the associated action group. When criteria aren’t met, the process skips the action group and evaluates the criteria for the next action group. 1. Click **Add Criteria**. 2. Enter a name for this criteria node. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png) Note The name appears on the canvas, so use a name that helps you differentiate it from other criteria nodes. Actions have their own names, so we recommend summarizing only the criteria with this name. For example, if the criteria checks whether a case is escalated, use Is Escalated?. 3. Select the type of criteria that you must define. This selection determines which fields appear later in the dialog box.
If you need... Select

The record to have certain field values.

For example, to execute the associated actions on opportunity records with an amount greater than $5,000, set the filter to:

[Opportunity].Amount greater than $5000.00
 Conditions are met

To evaluate the record by using a formula.

For example, to execute the associated actions on accounts whose annual revenue is over $1,000,000 when the account is changed by someone other than the owner, use this formula.

AND (([Account].LastModifiedBy.Id <> [Account].Owner.Id) , ([Account].AnnualRevenue > 1000000) )
 Formula evaluates to true

To simply execute the associated actions without evaluating the record.

The process executes all the actions that are associated with this criteria node and, unless you specify otherwise, doesn’t evaluate any remaining criteria nodes in the process. If you choose to stop your process after executing these actions, we recommend choosing this option for only the last criteria node in your process.

No criteria—execute the actions!
4. If you selected “Conditions are met”: 1. Define the filter conditions by identifying the field values that the process must evaluate.
Field

Select the field whose value you want to evaluate. You can also evaluate values for records that are related to the one that started the process. To do so, click a related record with Related record icon next to the ID field.

For example, if a contact record started the process, you can evaluate the value for the contact’s account’s Annual Revenue field. To access that field, click Account IdRelated record icon, select Annual Revenue, and then click Choose.

Operator The available operators depend on the field’s data type.
Type The available value types depend on the field’ data type.
Value Identify the value that you want to evaluate the field for. See Setting Values in the Process Builder for details.
2. For Conditions, identify which conditions must be true for the process to execute the associated actions. If you choose to use custom logic, enter up to 1000 characters by using: - Numbers to refer to each condition - AND, OR, or NOT to identify which combination of conditions must be true - Parentheses to group parts of the string together For example, if you enter 1 AND NOT (2 OR 3), the outcome evaluates to true if the first condition is true and the second or third outcome is false. ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_tip.png) Tip Ambiguous logic can cause validation errors. To avoid ambiguity, use parentheses in your custom logic. For example: - 1 AND 2 OR 3 results in an error - 1 AND (2 AND 3) OR 4 doesn't result in an error 5. If you selected “Formula evaluates to true,” define the formula. 6. Optionally, to specify whether you want to execute the actions only if the record was created or edited to meet criteria, click **Advanced** at the bottom of the panel. For details, see [Avoid Unwanted Actions in Processes](https://help.salesforce.com/s/articleView?id=platform.process_advanced_previously_met.htm&release=264.0.0&type=5 "When you add criteria to your process, you can choose to execute actions when specified criteria change."). ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png) Note This setting is available only if the process starts when a record is created or edited and you selected “Filter conditions are met” or “Formula evaluates to true.” 7. Click **Save**. #### See Also - [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.")