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Edit a Slide from a Process (Retired)
Insert a new slide or change an image in an existing slide deck.
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.
After you’ve created a Quip action and selected Edit Document, fill in the relevant fields to add the action to your process.
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
-
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.
- Select Slides as the Document Type.
- Enter the URL of the slide deck you want to edit.
- Select Insert New Slide or Change Image In Slide.
- Select the location in the slide deck where you want to add content.
- To add content before or after a section, enter the slide number.
- Use the Advanced section to include anchor links instead of slide numbers.
- To add text to a slide, select Text Layout and add your content.
- To add an image, select Image Layout and enter the URL of the image you want to add.
- Save the action.
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