Navigate to the "Processes" tab and click the "New Process" button:

The Process Creation Wizard will launch.

• Populate the Process Name (mandatory field).
• Select the Object that the process will use as its primary data source (mandatory field).
• Populate the Description field (optional).

Click the "Next" button to proceed to the next step of the wizard:

Select the method by which the process will be started:

• Manually - Each process instance must be manually initiated on a record. This method has no further configurable settings on this screen.
• Record-Triggered - Each process instance will be automatically initiated according to the settings and conditions defined on this screen:

• Triggered by another process - The process will be used as a sub-process that is called from another process. This method has no further configurable settings on this screen.
• Scheduled - The process will be initiated according to the settings and conditions defined on this screen:

Click "Next" to proceed to the following step of the wizard.

The next wizard step allows you to define:

• Process Manager (optional) - A user that will be able to view all active Steps for the process and reassign them.
• Functional Role Name (Responsibility) - At least one must be set. These will be used in the next screen of the wizard and will be rendered as the swimlanes in the Process Designer.
• Functional Role Assignee (optional; default is current user) - The User, Group, Role, Queue or Profile that will be assigned to the process Steps.

Click the "Add New Functional Role" button to add as many Functional Roles (and Assignees) as desired.

Click "Next" to proceed to the following wizard step.

The next step of the wizard will allow you to add:

• Milestones - The high-level phases of the process, into which the individual Steps will be grouped.
• Steps - The individual actions that must be performed within the process.

Milestone names are mandatory. Additional Milestones may be created by clicking the "Add Milestone" button.

Configure the Step's attributes:

• Enter a "Task Title" (required).
• Select a "Start After" value (required). This picklist is dynamically generated as Steps are added in this screen and allows the user to select the Step that will immediately precede the one being defined. Allowable values are:
  • "Start" - The Step will start immediately when the Process initiates and begin a branch.
  • Any Step from the current or previous Milestone.

• Select a "Responsibility" value (required). This picklist is dynamically generated based on the values entered in the previous wizard screen.
• Set the desired "Approval?" value. Toggle this on in order to make a Decision Step, which will require the assignee to Approve or Reject the Step.

• Set the "Duration (hr)" to indicate the number of hours that should be allowed for the Step to be completed.
• If Duration is set, an "Overdue Action" may be defined, if desired. This indicates which of the following should occur when Step duration has expired:
  • Reminder (one-time or recurring, with an hourly or daily frequency)
  • Escalation (the Step will be reassigned to a User, Group, Role, Profile, or Chatter Group)
  • Auto-proceed (the Step will be escalated to System and the process will move forward automatically)

Click "Next" to proceed to the final wizard step.

The final step of the wizard allows the user to:

• review the Process Summary and go back if additional changes are needed.
• save the process (e.g., if you plan to update it later and then work with it). The Process is saved (with one Primary version), but NOT activated, and the user is redirected to the Process's details page.
• (from version 8.0) save and activate the process (e.g., the process is complete and should now be used). The Process is saved (with one Primary version), activated, and the user is redirected to the Process's details page.
• (from the version 8.0) proceed to the Designer, in order to perform advanced configuration, add actions, forms, etc.

After a Process has been created and saved using the Process Wizard (not edited in Process Builder), it can be edited via the wizard interface. This is provides a user experience similar to process creation.

The process may be edited in the wizard:

• from the Process Details page by clicking "Edit" button at the top. A primary version will be edited by default.
• from the "Versions" tab of Process Details page by clicking the desired Version name link.
• from the "Versions" tab of Process Details page by clicking "Open in Process Wizard" menu item. The selected version will be edited.

The first step of the wizard will allow the Process and Version name to be edited. The "Object" field will be disabled, as the Data Source may not be updated for a saved process).

Steps 2-4 of wizard are the same as in Create mode.

The final step will offer two additional actions:

• Save as new Version will save a new version of the process
• Save as new Version and Activate will save a new version of the process and activate it immediately

Editing a process within the Wizard has the following restrictions:

Navigate to the "Processes" tab (1) and click the "New Process" (2) button:

The process creation wizard will be display in a popup (3). Populate the Process Name (mandatory field), Manager (optional), Description (optional), and specify Admins (by default, the user creating the process will be automatically added as an Admin):

Click the "Next" button (4) to show next step of wizard (5). Select the Data Source object (6).
If the new Process should only ever run on one specific record in Salesforce, check the "The process will be used for a single record?" checkbox. (7)

If you check the checkbox (7), the "Source record" lookup field will be shown (8). Here you can define the record on which the Process will run. Upon Activation of the Process, the Process will begin for the defined record. If this field is not populated, the process will only run on a single Record, according to the Start Settings defined. Typically, this will be used in conjunction with a "Manual" process start method.

Click the "Next" button to proceed to the following wizard step (9). Select the "Method to start the process" (10). If applicable, check the "Allow duplicates between versions" checkbox (11).

Set up process notifications at the next wizard step (12):

At the last wizard step (13) you can review your data and save the process:

Upon clicking the "Save" button, you will be redirected to the Process Builder.