Welcome to Nintex Document Generation for Salesforce
This
quick video explains how Nintex DocGen for Salesforce helps you automate document creation.
Install and Configure Nintex DocGen for Salesforce on you production Salesforce tenant
You can install and configure Nintex DocGen on your Salesforce tenant in about 10 minutes following this
video and instructions.
Create a sandbox with trials of Nintex DocGen and Salesforce
A sandbox allows you to test a range of ideas in a safe and controlled environment before you bring the best practices into your production system. To create a sandbox: first
request and configure a trial of Salesforce, then
request and configure a trial of Nintex DocGen for Salesforce. When you are done testing, copy your Document Packages over to your production system.
Nintex DocGen for Salesforce Document Packages
Once you have successfully deployed Nintex DocGen for Salesforce, you can begin defining relationships for your Salesforce data, creating templates to generate documents based on the data, and determining where and how output documents will be delivered. You store all of this data in a
Document Package.
Create a document package
In this
4-minute demonstration, you'll see how to create a document package that you can use to automatically generate documents from Salesforce. This video shows the steps required to create an Account Overview document package from a PowerPoint deck, but the steps apply to any document type.
Create a Word Template
In this
9-minute demonstration, you'll see how to create a Word template that you can use to automatically generate Word documents from Salesforce. This will allow you to automate most business document creation.
Create an Excel Template
In this
4-minute demonstration, you'll see how to create an Excel template that you can use to automatically generate Excel documents from Salesforce. This will allow you to analyze your Salesforce data in Excel.
Related information
Learn more about what's possible with Nintex DocGen for SalesforceRequest a free trial of Nintex DocGen for Salesforce View the Nintex DocGen for Salesforce documentation for detailed guidance Contact Nintex support for help debugging your document automationFind a partner to help you with Nintex DocGen for SalesforceExtend your document generation into your Nintex workflows
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