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Automate Your Business Processes

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Automate Your Business Processes
- Automate Your Business Processes with Salesforce Flow
- Optimize and Automate Business Processes with Agentforce Supply Chain

Copy Comments from a Process

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Copy Comments from a Process

Copy comments from a template’s source document to the newly-created target document.

Required Editions

Available in: Lightning Experience

User Permissions Needed
To create, edit, or view processes:	Manage Flow AND View All Data

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.

Create a Quip action in Process Builder and select Copy Document.
Under Advanced, select Copy comments to new document.
Save the action.

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.

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