---
schema_version: "1"
id: 6842da59dc7174bfa7e26bd80121fcf69ad8a81342a589dfcfe2b9d676c4a60c
title: Examples of Processes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_examples.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_examples.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e16b80a4485225cfb6c4bf1577d46fd479556338b89bf8309b25ff7d626d1cfb
description: See how Process Builder can make automating your business processes super easy.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Examples of Processes

See how Process Builder can make automating your business processes super easy.

### 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_examples__d3343e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_examples__d3343e347"><a name="process_examples__d3343e347"></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>

![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.").

- **[Opportunity Management Process Example](https://help.salesforce.com/s/articleView?id=platform.process_example.htm&release=264.0.0&type=5)**  
    This example automates a single business process by using the Process Builder instead of workflow rules.
- **[Printer Management Process Example](https://help.salesforce.com/s/articleView?id=platform.process_example_event.htm&release=264.0.0&type=5)**  
    The example demonstrates how you can use Process Builder to subscribe to and evaluate a platform event.
- **[Managing Documents Process Example](https://help.salesforce.com/s/articleView?id=platform.process_example_quip.htm&release=264.0.0&type=5)**  
    This example uses Process Builder to manage documents in Salesforce. The example moves a document to a shared folder in Quip whenever the record that the document is associated with is created or updated. This process ensures that the documents associated with a Salesforce record object are always available to users who have access to the shared folder.