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Welcome to the Nintex DocGen™ for Salesforce Forum

In this Nintex Document Generation for Salesforce (formerly Drawloop) space, you can ask questions, search for content, or connect with other users. Make sure you register, by clicking the button in the top right corner, so you get full access!

For more information, please have a look at this document: Nintex Community Newbies

Nintex DocGen for Salesforce Blog

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Subject		Author
	Why You Get this Nintex Drawloop Error and What To Do 6 months ago in Nintex DocGen for Salesforce	by ajanbar91
	Salesforce WorldTour Wrap up 10 months ago in Nintex DocGen for Salesforce	by tabetha.perrault@nintex.com
	Lightning Ready! 1 year ago in Nintex DocGen for Salesforce	by ryan.oleary
	Where in the world is Nintex Drawloop??? 1 year ago in Nintex DocGen for Salesforce	by tabetha.perrault@nintex.com
	Nintex Document Generation Webinar! 1 year ago in Nintex DocGen for Salesforce	by frank.field@nintex.com

How to use Nintex Document Generation for Salesforce

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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 Salesforce
Request 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 automation
Find a partner to help you with Nintex DocGen for Salesforce

Extend your document generation into your Nintex workflows

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Welcome to the Nintex DocGen™ for Salesforce Forum

Nintex DocGen for Salesforce Blog

How to use Nintex Document Generation for Salesforce

Welcome to Nintex Document Generation for Salesforce

Install and Configure Nintex DocGen for Salesforce on you production Salesforce tenant

Create a sandbox with trials of Nintex DocGen and Salesforce

Nintex DocGen for Salesforce Document Packages

Create a document package

Create a Word Template

Create an Excel Template

Related information

Ask DocGen for Salesforce

Product Documentation

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