BusinessProcessGroup Metadata Type in SFDX

Architectural Overview#

The BusinessProcessGroup metadata type powers Customer Lifecycle Maps in Salesforce Feedback Management and Industry Clouds. Rather than treating customer satisfaction (CSAT) or Net Promoter Score (NPS) surveys as isolated touchpoints, BusinessProcessGroup lets architects model an end-to-end business journey (such as Wealth Client Onboarding or Order-to-Delivery) composed of sequential BusinessProcessDefinition stages and BusinessProcessFeedback survey mappings.

When deployed alongside record-triggered Flow automation, BusinessProcessGroup aggregates survey response scores by lifecycle stage so executives can pinpoint exactly where customer sentiment drops across the enterprise journey.

SFDX Directory & File Suffix#

Key Metadata Fields#

The BusinessProcessGroup metadata type and its nested stage definitions include the following key fields:

Declarative XML & package.xml Examples#

SFDX Source File Example#

<?xml version="1.0" encoding="UTF-8"?>
<BusinessProcessGroup xmlns="http://soap.sforce.com/2006/04/metadata">
    <businessProcessDefinitions>
        <businessProcessFeedbacks>
            <actionName>Loan_Application_CSAT</actionName>
            <actionParam>How easy was it to submit your commercial loan application?</actionParam>
            <actionType>CustomerSatisfactionScore</actionType>
        </businessProcessFeedbacks>
        <description>Customer submits initial loan documentation.</description>
        <developerName>Application_Intake</developerName>
        <masterLabel>Application Intake</masterLabel>
        <sequenceNumber>1</sequenceNumber>
    </businessProcessDefinitions>
    <businessProcessDefinitions>
        <businessProcessFeedbacks>
            <actionName>Loan_Closing_CSAT</actionName>
            <actionParam>How satisfied were you with the loan closing process?</actionParam>
            <actionType>CustomerSatisfactionScore</actionType>
        </businessProcessFeedbacks>
        <description>Final loan underwriting approval and disbursement.</description>
        <developerName>Closing_And_Funding</developerName>
        <masterLabel>Closing and Funding</masterLabel>
        <sequenceNumber>2</sequenceNumber>
    </businessProcessDefinitions>
    <customerSatisfactionMetric>CustomerSatisfactionScore</customerSatisfactionMetric>
    <description>Tracks borrower satisfaction across commercial loan intake and funding stages.</description>
    <masterLabel>Commercial Loan Lifecycle</masterLabel>
</BusinessProcessGroup>

Package Manifest (package.xml)#

<?xml version="1.0" encoding="UTF-8"?>
<Package xmlns="http://soap.sforce.com/2006/04/metadata">
    <types>
        <members>Commercial_Loan_Lifecycle</members>
        <name>BusinessProcessGroup</name>
    </types>
    <version>68.0</version>
</Package>

Querying via SOQL & SFDX CLI#

You can query deployed BusinessProcessGroup and stage definitions in SOQL:

SELECT Id, DeveloperName, MasterLabel, CustomerSatisfactionMetric, Description
FROM BusinessProcessGroup
ORDER BY MasterLabel ASC

Retrieve and deploy BusinessProcessGroup metadata using the Salesforce CLI:

# Retrieve BusinessProcessGroup definitions
sf project retrieve start --metadata BusinessProcessGroup:Commercial_Loan_Lifecycle

# Deploy BusinessProcessGroup to target environment
sf project deploy start --metadata BusinessProcessGroup:Commercial_Loan_Lifecycle

Senior Architect Best Practices & Gotchas#

• Active Survey Prerequisite: Every <actionName> inside <businessProcessFeedbacks> references the DeveloperName of an active Survey containing a matching CSAT or NPS question (<actionParam>). Deploy and activate the target Survey before deploying BusinessProcessGroup.
• Metric Type Consistency: Every BusinessProcessFeedback entry’s actionType inside a group must match the parent group’s customerSatisfactionMetric (CustomerSatisfactionScore or NetPromoterScore), or the Metadata API validation fails.

Frequently asked questions

What is the purpose of BusinessProcessGroup in Salesforce?

It represents a Customer Lifecycle Map in Salesforce Feedback Management, grouping sequential business process stages and associating each stage with targeted customer surveys and metrics.

Where are BusinessProcessGroup files stored in SFDX source format?

They are stored in the force-app/main/default/businessProcessGroups/ directory with the .businessProcessGroup-meta.xml file extension.

How does BusinessProcessGroup differ from a standard BusinessProcess?

A standard BusinessProcess controls picklist values on Opportunity, Case, or Lead record types, whereas BusinessProcessGroup models end-to-end customer lifecycle stages for survey feedback.

What license is required to deploy BusinessProcessGroup metadata?

Deploying BusinessProcessGroup requires Salesforce Feedback Management or the associated Industry Cloud lifecycle map license enabled in the target org.