Saving and Submitting a Process

  1. From the Process Builder Summary page, click .

    The Process Save page is displayed.

  2. Click the file name Link to display the Save As window.
    Note: On some Web servers, clicking the file name Link displays the Process instead of the Save As window. If this happens, click the browser’s Back button to return to the Process Save page. Then right-click the file name Link and select Save Target As.
  3. From the Save As window, select a location to save the Process file, rename the file if desired, and click Save.
  4. To submit a Process, click from the Process Builder Summary page.