Create a Process
- Define the Process PropertiesThe process properties uniquely identify your process.
- Configure the Process TriggerEvery process includes a trigger, which tells the process when to start. How youconfigure that trigger depends on what type of process you’re creating.
- Add Process CriteriaDefine the criteria that must be true before the process can execute the associated actions.
- Add Actions to Your ProcessAfter you define a criteria node, define the actions that are executed when the criteria are met. Actions are executed in the order in which they appear in the Process Builder.
- Execute Actions for Multiple CriteriaChoose whether to stop or continue your process after specific criteria are met and associated actions execute.