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Automate Your Business Processes with Salesforce Flow
Export a Document to a PDF from a Process

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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.

Required Editions

Available in: Lightning Experience
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 create a Quip action and select Export to PDF, fill in the relevant fields to add the action to your process.

  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. Optional. Enter the URL of the document you want to export to a PDF. To use a document housed in a URL field, set Type to Field Reference, and select the object’s field.
  3. Optional: To attach the PDF to a document, enter a target document URL. The PDF is added to the end of the document.
  4. To attach the PDF to a Salesforce record, enter the record’s Salesforce Organization ID and the Target Record ID. PDFs attached to a record are added to the record’s Files component and Notes and Attachments component, and are visible to any user with access to the record.
  5. 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.

See Also

 
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