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Automation

What is Process Builder (Deprecated) in Salesforce?

Process Builder was a visual automation tool for creating processes triggered by record changes; it has been deprecated in favor of Flow.

Clientell AI, the AI Salesforce admin, builds and fixes Process Builder automation from a plain-English request, scans read-only first, and changes nothing until you approve. See the AI flow builder

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“Find every Process Builder in my org that touches the Opportunity object, list what each one does, and flag any that conflict.”

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Term Context

Category

Automation

9 terms in this category

Related Terms

4

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Glossary

66

total definitions

How does Process Builder work in Salesforce?

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.

Questions people ask

What is Process Builder in Salesforce?

A point-and-click automation tool that runs actions when a record changes. It is the older tool that Flow replaces.

Is Process Builder being retired?

Salesforce announced end of support for Process Builder on December 31, 2025 and recommends Flow. Existing processes still run, but plan to migrate them.

How do I migrate Process Builder to Flow?

Use the Migrate to Flow tool in Setup to convert a process, then test the flow in a sandbox before you switch.

Process Builder or Flow: which should I use?

Flow. It does everything Process Builder did, and it is where Salesforce adds new features.

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