Loading
Automate Your Business Processes
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add a Live App to a Template from a Process

            You are here:

            1. Salesforce Help
            2. Docs
            3. Automate Your Business Processes

            Add a Live App to a Template from a Process

            Keep your templates up to date with the latest Salesforce data. Add live Salesforce records and list views to your templates using Process Builder.

            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 Create New Document or Edit Document, fill in the relevant fields to add the action to your process.

            1. From the Content Type dropdown, select Quip Live App.
            2. To add a live Salesforce record, select Salesforce Record.
              1. Enter the Salesforce Record ID.
                Note
                Note To add a dynamic Salesforce record that updates based on the record that the document is embedded in, enter the value as a Reference. To add a specific record, enter the numbers that appear in the record URL as a String.
              2. These steps are optional and used as placeholders if the record can’t be found.
              3. Optional: Enter the Salesforce record name.
              4. Optional: Enter the record type.
              5. Optional: Enter the name of the Salesforce org.
            3. To add a live Salesforce list view, select Salesforce List.
              1. Enter the Salesforce List View ID.
                Note
                Note To add a dynamic Salesforce list view that updates based on the record that the document is embedded in, enter the value as a Reference. To add a specific list view, enter the numbers that appear in the record URL as a String.
              2. Enter the list view object type.
              3. Optional: Enter the name of the Salesforce org.
            4. Save the action.

            Take note of these considerations to using Process Builder to add a Salesforce live app to your templates.

            • You can’t select which record fields to display from Process Builder.
            • The owner of a live app added by Process Builder to a template is the first user to open the copied document. Only the live app owner can save changes to Salesforce. Other users can edit and comment on the live app, but these changes don’t sync to Salesforce.
            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.
             
            Loading
            Salesforce Help | Article