An overview of process management
Now that you have an understanding of Process Builder, you know that it is a tool that allows you to streamline business processes without writing code. You can also use it toview your business process visually. The process management page allows you to see all of the processes in the current Salesforce organization. The process management page provides the following options:
- Creating a new process.
- Editing a process.
- Deleting an inactive process, or its version.
- Checking the statuses of processes that have been created for the current organization.
- Sorting the processes by name, description, object, last modified date, or status.
Your process management page should look like the following screenshot:
The process management page displays the fields: PROCESS, DESCRIPTION, OBJECT, PROCESS TYPE, LAST MODIFIED, STATUS, and ACTIONS. As of the Spring 2017 release, Process Builder does not display Created By, Created Date, or Last Modified By on the process management...
