---
schema_version: "1"
id: 571dcb2ea31fde75feb8290a9878e3fc7cde772280ba95581b65330da0db959b
title: Setting Values in the Process Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_userinterface_values.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_userinterface_values.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a0fc99dfb18c4f24d0b9cf5348f7d513a7f1240421b86d4f3c3fdc4f5e8b7299
description: 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.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Setting Values in the Process Builder

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.

### 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_userinterface_values__d2858e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_userinterface_values__d2858e347"><a name="process_userinterface_values__d2858e347"></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.").

- **[Field Picker](https://help.salesforce.com/s/articleView?id=platform.process_userinterface_values_field_picker.htm&release=264.0.0&type=5)**  
    Use the field picker to reference fields on the record that started the process or fields on related records.
- **[Process Builder Value Types](https://help.salesforce.com/s/articleView?id=platform.process_userinterface_values_types.htm&release=264.0.0&type=5)**  
    When setting a value for a given field—whether on the record that started the process or a related record— the available value types are filtered based on the field that you’ve selected.
- **[Multi-Select Picklists in the Process Builder](https://help.salesforce.com/s/articleView?id=platform.process_userinterface_values_multiselect.htm&release=264.0.0&type=5)**  
    The Process Builder lets you select multiple values for a multi-select picklist field.