Create documents, chat rooms, and folders when important events occur. Attach a document to a record so that 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, lock document edits, and more.
Required Editions
| Available in: Lightning Experience |
Important To better focus on our
Salesforce integrations and innovations, Quip is retiring slides on January 31, 2021.
Existing slide decks remain available and viewable but can’t be edited after this date.
After this date, slides no longer work in Process Builder and Flow Builder actions. We also
can’t provide technical support, issue fixes, or enhancements. To preserve your content, we
recommend that you convert your presentations to documents. Tell Me More
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.
- Sample Process: Managing Documents
- Create a Document, Folder, or Chat Room for a Process
- Add a Document to a Folder from a Process
- Add Members to a Document or Chat from a Process
- Add Members with Different Access Levels to a Document from a Process
- Add a Live App to a Template from a Process
- Remove a Document from a Process
- Remove Document Members from a Process
- Copy a Document from a Process
- Copy Content from a Process (Retired)
- Copy Content with Live Paste from a Process
- Copy Comments from a Process
- Edit a Document from a Process
- Edit a Spreadsheet from a Process
- Edit a Slide from a Process (Retired)
- Update Content Based on a Document Range from a Process
- Update a Template Section from a Process
- Attach a Document to a Record from a Process
- Lock Document Edits from a Process
- Lock Section Edits from a Process
- Export a Document to a PDF from a Process
- Send a Message from a Process