Process Builder (Deprecated) Explained
Process Builder allowed admins to define if/then logic that executed when records were created or edited. A single process could contain multiple criteria nodes, each with immediate or scheduled actions such as field updates, email alerts, Apex invocations, and posting to Chatter. Process Builder was more capable than Workflow Rules but less flexible than Flow, occupying a middle tier in Salesforce's automation hierarchy.
Salesforce officially deprecated Process Builder in Winter '23 and stopped allowing new processes in Spring '25. Existing processes continue to run but receive no new features or bug fixes, and Salesforce strongly recommends migrating to Flow. The Migrate to Flow tool in Setup converts simple processes automatically, but multi-criteria processes with scheduled actions often require manual reconstruction. Clientell AI can scan your org for active processes, assess migration complexity, and generate equivalent record-triggered flows with the correct entry conditions and scheduled paths.
Related Salesforce Terms
Flow
Flow is Salesforce's declarative automation tool that lets admins build complex business processes using a visual, drag-and-drop interface without writing code.
Workflow Rule (Deprecated)
Workflow Rules were simple if/then automation triggers in Salesforce that have been deprecated and replaced by Flow.
Record-Triggered Flow
A Record-Triggered Flow is a type of Salesforce Flow that automatically executes when a record is created, updated, or deleted.
Approval Process
An Approval Process is a Salesforce automation that routes records through a series of approval steps with designated approvers, actions, and rejection handling.