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            Automation with Quip in Salesforce

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            Automation with Quip in Salesforce

            Use Quip features in your automated Salesforce business processes.

            Required Editions

            Available in: Enterprise, Performance, Professional, Developer, and Unlimited Editions
            Available in: Lightning Experience
            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
            • Considerations for Using Quip in Flow Builder
              Review some important information about requirements and limitations to get the most out of Quip actions in Process Builder and Flow Builder.
            • Quip Automation Use Cases
              Learn about ways to streamline and customize business processes with Quip actions in Flow Builder.
            • Quip Actions in Process Builder
              Create documents, chat rooms, and folders when important events occur. Attach a document to a record so that your users have information in context. Update your spreadsheets with the latest Salesforce data. Send a message to a chat room or document. Add new slides to a deck, copy documents, add members to a document or chat, lock document edits, and more.
            • Quip Actions in Flow Builder
              Quip provides several core actions for organizing, creating, and copying your Quip content in flows. To add one of these actions to your flow, drag an Action element onto the canvas. Then select the Quip category, and search for the appropriate action.
             
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            Salesforce Help | Article