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2,370  Points
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Allow Process Builder field updates to bypass Validation Rules

Admins need a way to make sure that Process Builder field updates do not trigger validation rules after the update(s). One of the most powerful uses for automation like Process Builder is to perform actions non-admin users would otherwise be… Show more

20 comments · 2 years ago

2,840  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Allow filter of picklist values based on record type.

It would be ideal if we could restrict the values presented on the intake screen on a picklist to specifc values based on filter criteria.  For example, filter the values based on record type.  I have a flow that creates a number of different records… Show more

50 comments · 3 years ago

12,530  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Ability to customize the columns in the Items to Approve section on home page

When workflow approval process is setup, should give the flexibility to customize the columns of the "Items to Approval" section under the user's home page. Some user might need to see the different relevant important fields, at the… Show more

239 comments · 12 years ago

15,290  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Workflow, Visual Workflow, Process Builder Triggered on Delete

Workflow, Visual Workflow, and Process Builder should be able to be triggered on delete.   

155 comments · 4 years ago

2,390  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Process Builder - Deleting Previous Versions Quicker

When deleting previous Process Builder versions, every time you delete one it collapses the section on you again.  This makes it tedious to clean up your prior versions, especially if you have a lot of them.  Not a huge issue, but something that… Show more

22 comments · 2 years ago

23,540  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Process Builder: Waiting Flow Interviews: Provide Better Information

When time-based workflows are triggered, we can monitor when they are scheduled to actual perform their actions using the Setup...Monitor...Time-Based Workflow page.  We can see the workflow rule, the actual record that triggered the workflow, and… Show more

221 comments · 4 years ago

48,750  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Workflow email alerts to contacts should be recordable as activity history

The new ability to send email templates to contacts triggered by time-based workflow is a great process automation capability, but we need to see the history of those emails against the contact. There should be a check box when you create an alert… Show more

634 comments · 11 years ago

1,410  Points
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Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Add Content Document objects to Process Builder

It would be helpful to execute actions when any of Content Document objects are created (ContentVersion, ContentDocument, ContentDocumentLink) via Process Builder. Unfortunately, this is not available, however, Apex triggers can be created against… Show more

32 comments · 2 years ago

7,510  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Process Builder: created and last modified information

Currently, Process Builder only have Last Modified information with Date. Please add following information: - Created By  - Created Date Time - Last Modified By - Last Modified Date Time

115 comments · 4 years ago

1,730  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

Improve the performance of Process Builder - Flows

The Process builder flows are consuming lot of CPU time and causing the CPU limit expections in lot of executions context, making them completely useless to implement. These process builder Flows are not properly bulkified and they are very CPU… Show more

30 comments · 3 years ago

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