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8,530  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Process Builder - List View

As we are keep adding process in PB, we have more and more processes. It would be easier for admin to manage / filter / find process related to a criteria. In classic workflow, we can create List View, expect the same for Process Builder.   Show more

84 comments · 3 years ago

46,230  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

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

603 comments · 11 years ago

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

Flow Builder - Copy/Paste/Clone Flow Elements

Previously we had the ability to Copy/Paste/Clone Flow Elements in the Flow Designer, but I'm not seeing this very useful functionality in the new Flow Builder? 

15 comments · 14 days ago

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

Reorder immediate actions in process builder

Allow users to change the order of actions in process builder via drag-and-drop. This idea was previously posted here but it was erroneously merged with another idea and marked as delivered.  This feature has not been delivered.   Show more

8 comments · 1 year ago

14,810  Points
Under Consideration
Idea is being considered for release, but development hasn't started. We post updates every three releases.

Workflow Alerts need EMail TO, CC, BCC control

Edit Workflow Alert It is very important that we address our external contacts on the TO line and CC our internal contacts. That is not possible in the current design. You should duplicate the Recipients and Additional email fields three times (hide… Show more

283 comments · 10 years ago

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

Copy-paste and undo functionality needed in new flow builder

In the sandboxes the new flow builder was released, and while it looks very nice, it lacks two major functions I've used constantly since day one: copy-pasting elements, and the undo button. I'm trying to work on a flow and I accidentally… Show more

3 comments · 14 days ago

1,430  Points
Under Point Threshold
Idea hasn't met the 2,500-point review threshold. Give it an upvote or downvote.

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

23 comments · 3 years ago

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

Process Builder - Allow ISCLONE function in formula criteria

With workflow rules, the ISCLONE() function is available as a method to determine if a record is cloned.  However ISCLONE() is NOT being accepted regardless of settings within Process Builder. It should work as long as the process is on Created or… Show more

5 comments · 1 year ago

7,000  Points
Product Team Review
Idea is being reviewed by Salesforce. We'll post an update in 2-4 months.

Make Record Type Name available in Process Builder

The new Process Builder is fantastic, and I see that you can add filter criteria based on Record Type Developer Name, but it seems that I must still use the Record Type Id to update the record type. I still have to use Workflow Rules to set the… Show more

138 comments · 3 years ago

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

Allow Creation of AccountTeamMember with Process Builder - and all other Objects

With the new lightning Process Builder, I can create most objects, but I cannot create AccountTeamMembers.  I can create OpportunityTeamMembers and many other objects. Process Builder should give us access to all Standard & Custom Objects for… Show more

48 comments · 4 years ago

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