Question

How can you reuse a process's logic in Process Builder?

a. Clone the process
b. Export and import the process
c. Use a process template
d. Manually recreate the logic in a new process

Answer 1

In Salesforce Process Builder, the best way to reuse a process's logic is by cloning the process. This action creates a duplicate that can be amended as needed, which is more efficient than manual recreation.

Step-by-step explanation:

To reuse a process's logic in Process Builder on Salesforce, the most straightforward method is to clone the process. Cloning allows you to create a duplicate of the existing process which you can then modify as needed. This feature saves time and ensures consistency in the setup of similar processes. Unfortunately, Salesforce does not currently support exporting and importing processes directly, nor using a process template. Manually recreating the logic in a new process is possible but generally considered less efficient than cloning.