Salesforce Terminology
Process Builder
A point-and-click tool that lets you easily automate business processes in Salesforce.
Complete Definition
Process Builder is a Salesforce automation tool that allows admins to define if/then logic to automate standard internal procedures. It can evaluate when a record is created or updated, check conditions, and execute actions like updating records, sending emails, or posting to Chatter. While still supported, Salesforce recommends migrating to Flow Builder for new automations.
Key Points
- 1Point-and-click automation
- 2If/then business logic
- 3Being replaced by Flow Builder
- 4Still widely used in legacy orgs
Related Terms
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