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Automate Your Business Processes
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            Copy Content from a Process (Retired)

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            3. Automate Your Business Processes

            Copy Content from a Process (Retired)

            Copy content from one slide deck to another.

            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
            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.

            After you’ve created a Quip action and selected Copy Content, fill in the relevant fields to add the action to your process.

            Warning
            Warning Quip is retiring slides on January 31, 2021. After this date, the Copy Content action in Process Builder and Flow Builder no longer works, and Slides isn’t a valid document type for the Edit Document and Create Document actions. Tell Me More
            1. Enter a name for this action.
              This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
            2. Select Slides as your Document Type.
            3. Enter the URL of the slide deck you want to copy.
            4. Enter the slide number with the content you want to copy.
            5. Enter the URL of the slide deck where you want to add content.
            6. Enter the slide number where you want your copied content to appear.
            7. Use the Advanced section to include anchor links instead of slide numbers.
            8. Save the action.
            Note
            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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