Salesforce Advanced Administrator Certification Guide

Managing the Process Builder

A process can be set with two different statuses:

• Inactive
• Active, that is, the process cannot be changed, only cloned

When cloning a process, you can clone the current process as a new version (so that it can be activated when your job is done) or as a brand-new Process Builder (this is particularly useful when you're using templates).

We can have up to 50 versions of a given process but only one can be active at a time.

To activate a process (by using the Activate button on the builder), we need to have at least one criteria node and one immediate or scheduled action group; once activated, all the other versions will become inactive.

To monitor pending scheduled actions, click on Setup | Process Automation ...