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Create a New Process on the Account Object

Introduction

Process Builder is a workflow tool that helps automate business processes without writing a single line of code. For example, imagine that a company you do business with (which we call an Account in Salesforce), changes its location. You'd want a way to automatically update the business address of all the people that work at that company (your Contacts).

In this Quick Start, you'll do exactly that: create a new process that updates Contact records whenever the Account billing address changes. As you'll see, it's quite easy, and doesn't require a shred of code.

Create a New Process on the Account Object

You first create a process and then select the object on which the process runs. You also make sure the process kicks off whenever a record is edited, because you’re going to change the business address in a moment.

  1. Click Gear icon to access Setup in Lightning Experience and select Setup. This launches Setup in a new tab.
  2. From Setup, enter Builder in the Quick Find box, and select Process Builder.
  3. Click New.
  4. For Process Name, type Contact address change.
  5. For The process starts when, select A record changes, and click Save.
  6. Click + Add Object.
  7. In the right window, select Account from the Object drop-down list.
  8. For Start the process select when a record is created or edited.
  9. Click Save.