---
schema_version: "1"
id: 35431d3d3b34279be3372c7c4b70880ef8e300b8d99fd92ac5012ffa1d80679e
title: Define the Process Properties
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_properties.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_properties.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 01feb18511840a198217ff028985eb8cd99a170f5fc87b540011dabf6371f345
description: The process properties uniquely identify your process.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Define the Process Properties

The process properties uniquely identify your process.

### 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_properties__d2576e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_properties__d2576e347"><a name="process_properties__d2576e347"></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="d37578e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_properties__d2576e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e84 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e84 ">
              <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. From Setup, in the Quick Find box, enter Builder, and select **Process Builder**.
2. Click **New**, or click the process name and then click Edit Properties.
3. Define the process properties by completing the fields.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
            <colgroup>
              <col style="width:17.006802721088434%">
              <col style="width:82.99319727891157%">
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37578e180">Field</th>
                <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37578e183">Description</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e180 ">
                  <samp class="parmname">Process Name</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e183 ">
                  <p>The name for your process, up to <span>255</span>
                    characters.</p>
                  <p style="margin-bottom:0;">This name appears in the process management page, so name your process to
                    differentiate it from other processes. To see the page in Setup, enter
                    <kbd>Builder</kbd> in the Quick Find box, then select <strong class="uicontrol">Process
                      Builder</strong>.
                  </p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e180 ">
                  <samp class="parmname">API Name</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e183 ">
                  <p>The name that the API and managed packages use, up to <span>79</span>
                    characters.</p>
                  <p>This name must be unique across all processes and flows. The name must
                    begin with a letter and use only alphanumeric characters and underscores. It can't
                    include spaces, end with an underscore, or have two consecutive underscores. </p>
                  <p style="margin-bottom:0;">
                    After it's saved, you can’t change the process’s API name.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e180 ">
                  <samp class="parmname">Description</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e183 ">
                  <p>Optional. A description for your process.</p>
                  <p style="margin-bottom:0;">The description also appears in the
                    process management page. It’s intended to help you differentiate between processes, such
                    as to explain what a process does.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e180 ">
                  <samp class="parmname">The process starts when</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e183 ">
                  <p>Identifies when the process begins. You can set your process to start when:</p>
                  <ul>
                    <li>A record changes</li>
                    <li>A platform event message is received</li>
                    <li>It’s invoked by another process</li>
                  </ul>
                  <p style="margin-bottom:0;">This field is available only when creating a process.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e180 ">
                  <samp class="parmname">Template</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e183 ">
                  <p>Specifies whether the process is a template. When a template is installed from a
                    managed package, the subscriber can view and clone the process and customize the clones.
                    Non-template processes that are installed from managed packages can only be activated and
                    deactivated.</p>
                  <p>Suppose that your company needs a process that differs slightly for each
                    country where you do business. You can create or install a template for the base process
                    and then clone it to create each country-specific process. Even if you don’t use managed
                    packages, you can use this field to clearly identify the base process.</p>
                  <p style="margin-bottom:0;">This field
                    is available only when editing a process.</p>
                </td>

              </tr>
              <tr class="">
                <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e180 ">
                  <samp class="parmname">API Version for Running the Process</samp>
                </td>

                <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d37578e183 ">
                  <p>Determines which versioned run-time behavior improvements the process
                    adopts.</p>
                  <p>Changing this field requires the Manage Flow permission. Before you
                    select a new API version, review all run-time improvements that were delivered
                    between the currently selected API version and the new API version. You can
                    find all flow and process run-time improvements for an API version in the
                    Salesforce Release Notes.</p>
                  <p>By default, when you create a process, it runs
                    in the latest API version. If you clone an existing process as a new process
                    or process version, the existing process’s run-time API version is used in the
                    new process or process version.</p>
                  <p style="margin-bottom:0;">The run-time API version doesn’t change
                    as future Salesforce releases roll out. You decide when, if ever, to change
                    the API version for running each process. This field lets you test and upgrade
                    your processes one by one, and at your own pace. You can even opt to never
                    adopt versioned updates for one or all your processes.</p>
                </td>

              </tr>
            </tbody>
          </table>
4. Click **Save**.