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sunil2018sunil2018 

how to export a process builder active process

Hi, 

1) how  to export a process builder active process for backup.Kindly provide steps.
2) Is it possible to import/export process builder process in VS Code through package.xml file. If yes, please suggest what will it's name in below file.

 <types>
        <members>*</members>
        <name>ProcessBuilder</name>
    </types>
Best Answer chosen by sunil2018
ShirishaShirisha (Salesforce Developers) 
Hi Sunil,

Greetings!

All the process builder and flows can be considered under the Flow metadata type only.So,you would need to use the Name of the Metadata type as flow only instead of Process builder in the package.xml as below:
 
<?xml version="1.0" encoding="UTF-8"?>  
  
<Package xmlns="http://soap.sforce.com/2006/04/metadata">  
  
    <types>    
        <members>Process_Builder_API_Name-3</members>   
        <name>Flow</name>    
    </types>  
  
    <version>50.0</version>  
  
</Package>

And yes,you can retrieve and deploy using the package.xml in the VS code.

Reference:https://trailhead.salesforce.com/content/learn/modules/package-xml/package-xml-deploy

Kindly mark it as best answer if it helps so that it can help others in the future.

Warm Regards,
Shirisha Pathuri

All Answers

ShirishaShirisha (Salesforce Developers) 
Hi Sunil,

Greetings!

All the process builder and flows can be considered under the Flow metadata type only.So,you would need to use the Name of the Metadata type as flow only instead of Process builder in the package.xml as below:
 
<?xml version="1.0" encoding="UTF-8"?>  
  
<Package xmlns="http://soap.sforce.com/2006/04/metadata">  
  
    <types>    
        <members>Process_Builder_API_Name-3</members>   
        <name>Flow</name>    
    </types>  
  
    <version>50.0</version>  
  
</Package>

And yes,you can retrieve and deploy using the package.xml in the VS code.

Reference:https://trailhead.salesforce.com/content/learn/modules/package-xml/package-xml-deploy

Kindly mark it as best answer if it helps so that it can help others in the future.

Warm Regards,
Shirisha Pathuri
This was selected as the best answer
sunil2018sunil2018
Thank you Shirisha