Create documents, chat rooms, and folders when important events occur. Attach a document to a record so your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, and more.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: |
Manage Flow AND View All Data |
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
Note To replace the existing Process Builder processes and Workflow Rules
with flows before Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.
- Create a Document, Folder, or Chat Room from a Process
Use Process Builder to create documents, folders, and chat rooms. - Add a Document to a Folder from a Process
Add a document to one or more folders. - Remove a Document from a Process
Remove a document from a folder. Make a shared document private again. - Add a Live App to a Template from a Process
Keep your templates up to date with the latest Salesforce data. Add live Salesforce records and list views to your templates using Process Builder. - Attach a Document to a Record from a Process
Keep information in context by attaching a document to a Salesforce record. - Copy a Document from a Process
To use a document as a template, create a copy. By default, copied documents are saved to the running user’s Private folder in Quip. - Add Members to a Document or Chat from a Process
Add up to 50 members to a document or chat. - Add Members with Different Access Levels to a Document from a Process
Automatically share a document with members with different permissions using Process Builder. - Remove Document Members from a Process
Trigger a process to auto-remove users from a document when the collaboration is over. - Copy Content from a Process (Retired)
Copy content from one slide deck to another. - Edit a Document from a Process
Add content to an existing document. - Update a Template Section from a Process
Edit a section of a template using text detection. Update sections of cloned documents at scale. - Copy Content with Live Paste from a Process
Copy content from a source document and paste it with Live Paste in a new document. After you update the source content, set the content to automatically update in all documents that reference it. - Update Content Based on a Document Range from a Process
Edit or add content to a defined template section, called a document range, when something changes in Salesforce. - Edit a Spreadsheet from a Process
Add data to an existing spreadsheet. - Edit a Slide from a Process (Retired)
Insert a new slide or change an image in an existing slide deck. - Lock Document Edits from a Process
Lock edits to mark a document as complete. - Lock Section Edits from a Process
To keep a document or template section safe from edits, lock it. - Export a Document to a PDF from a Process
To mark a document as complete or to keep a document view-only for record keeping, export it to a PDF. You can choose to attach the PDF to a document or to a Salesforce record. - Send a Message from a Process
Send a message in a chat room or in a document. Messages sent in a document appear as inline comments or in the document body. - Copy Comments from a Process
Copy comments from a template’s source document to the newly-created target document.