--- schema_version: "1" id: cdb76aeb6ffa1f8aea676031c615c461a87e6a35d9e507dec33646fc7f6ef52c title: Process Builder collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_overview.md canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_overview.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cca2465702c6786b2fc2f1d05d170ab5da0b93fef961af2d91bbe1d3e59dc8b9 description: Many of the tasks you assign, the emails you send, and other record updates are vital parts of your standard processes. Instead of doing this repetitive work manually, you can configure flows or processes to do it automatically. We strongly recommend using Flow Builder, but Process Builder can also help you automate your business processes and give you a graphical representation as you build it. products: - Flow Builder - Salesforce Platform release: "264" --- # Process Builder Many of the tasks you assign, the emails you send, and other record updates are vital parts of your standard processes. Instead of doing this repetitive work manually, you can configure flows or processes to do it automatically. We strongly recommend using Flow Builder, but Process Builder can also help you automate your business processes and give you a graphical representation as you build it. ### 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
![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."). Process Builder supports three types of processes for your automation needs. The type determines what triggers the process. - A record change process starts when a record is created or updated. - An event process starts when a platform event message is received. - An invocable process starts when something else, like another process, invokes it. Each process consists of: - Criteria that determine when to execute an action group. - Action groups, which consist of immediate or scheduled actions. Only record change processes support scheduled actions. If you need an existing process to do more than what process actions allow, don’t worry. You can also call a flow or Apex from a process. - **[Examples of Processes](https://help.salesforce.com/s/articleView?id=platform.process_examples.htm&release=264.0.0&type=5)** See how Process Builder can make automating your business processes super easy. - **[Process Limits and Considerations](https://help.salesforce.com/s/articleView?id=platform.process_considerations.htm&release=264.0.0&type=5)** Before you start creating, managing, and activating processes, understand the limits and considerations. - **[Setting Values in the Process Builder](https://help.salesforce.com/s/articleView?id=platform.process_userinterface_values.htm&release=264.0.0&type=5)** Throughout the Process Builder, you must set values, for example, to set conditions in a criteria node, to set the fields on a new case in a Create a Record action, or to specify an Apex method to reference. - **[Setting Advanced Options in the Process Builder](https://help.salesforce.com/s/articleView?id=platform.process_advanced.htm&release=264.0.0&type=5)** The Process Builder lets you choose some advanced options for executing actions in your processes. - **[Create a Process](https://help.salesforce.com/s/articleView?id=platform.process_create.htm&release=264.0.0&type=5)** To create a process, define its properties and which records it evaluates, and then add criteria nodes and actions. - **[Troubleshoot Processes](https://help.salesforce.com/s/articleView?id=platform.process_troubleshoot.htm&release=264.0.0&type=5)** Use the error messages that appear in the Process Builder and the emails you receive when a process fails to help solve problems that arise when you’re working with processes. When all else fails, look at the Apex debug logs for your processes. #### See Also - [Get Started with Flows](https://help.salesforce.com/s/articleView?id=platform.automate_flow_get_started.htm&release=264.0.0&type=5 "Plan your automation carefully to ensure a successful solution. Whether building traditional flows or using AI agents, define clear goals and specific instructions before you start. Identify business challenges and their root causes to determine which automation approach best solves your process issues.")