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DocGen for Salesforce

Find out what's new in Nintex DocGen for Salesforce customer content, including the latest updates, releases, and retired resources.

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published in DocGen for Salesforce
New How-To Article: Upcoming authentication change for DocGen for Salesforce, what you need to know before 2026News

We’ve just published a new article to help you prepare for an important authentication update coming to Nintex DocGen for Salesforce in early 2026.🔍 What’s in it for you? Understand what’s changing with Connected Apps and OAuth Learn how to check your current configuration Step-by-step actions to avoid service disruptions Tips for managing user authorization 👉 Read the full article here to stay ahead of the change and ensure a smooth upgrade path.

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New How-To Article: Navigate multi-step updates for Nintex DocGen for Salesforce

🔸 Are you trying to take a new update and coming up with errors? No problem. This article has you covered.  🔸 Want to take an update and not sure where to start?We have you covered. All of the links are in one tidy location.  Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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New How-To Article: Add an Image to a Snippet

Struggling to add images to your snippets? If you’re new to Nintex DocGen or you help others who use it, you might run into issues when you try to add an image to a snippet. But don’t worry—we’ve got you covered!This quick article, with a short video, walks you through exactly how to add images to your snippets, step by step. It's easier than you think! Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center. 

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New How-to Article: Deployment Options for DocGen for Salesforce

📢 New in How-to: All Your DocGen for Salesforce Deployment Options in One Place! 🎯Hey Nintex Community!We just dropped a comprehensive guide that walks you through EVERY way you can deploy DocGen for Salesforce — all in one article.🆕 Article: Deployment Options for  DocGen for Salesforce Overviews and videos.🔄 All deployment paths explained📸 Step-by-step visuals🎞️ Gifs to walk you through key momentsThis is the ultimate resource for anyone that wants to see all of their options in one spot. 👉 Check it out here:  💬 Have a go-to method or a deployment tip to share? Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.  

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New How-To Article: Use and Configure DocGen for Salesforce with AgentforceNews

Big news for Salesforce and Nintex DocGen users! If you’re looking for a way to seamlessly generate documents using Agentforce, we’ve got you covered. Our latest step-by-step guide walks you through everything you need to know.🔥 What’s Inside?✅ End-User Guide – Learn how to generate contracts, proposals, and more using simple chat commands in Agentforce.✅ Admin Setup – Follow our streamlined instructions to configure Agentforce for DocGen in minutes.✅ Troubleshooting & FAQs – Get quick fixes for common setup issues. 🎥 Watch & LearnWe’ve even included video tutorials to make setup a breeze! 🚀🔗 Check out the full guide here: Use and Configure DocGen for Salesforce with Agentforce Got questions? Join the discussion in the Nintex Community and share your experience! 💬Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and

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🚀 New Nintex DocGen for Salesforce Basics Certification Exam 🎓News

New Nintex DocGen for Salesforce Basics certification exam is here! 🎉We’re excited to announce the launch of the Nintex DocGen for Salesforce Basics exam! Get ready to demonstrate your mastery and take the next step in your career with Nintex DocGen for Salesforce! 🔸 What to Expect?This exam consists of 45 questions randomly selected from a pool of 92, ensuring a well-rounded assessment of your knowledge. It covers essential topics such as:✅ DocGen Package configuration✅ Template design & data mapping✅ Delivery options✅ Testing & deploymentReady to validate your skills and take your Nintex learning to the next level? Start your certification journey today! 🚀DocGen for Salesforce Basics ExamLet us know in the comments if you’re excited or have any questions! 💬 

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Nintex University Updates - DocGen for SalesforceNews

🎓📣 Nintex University Updates 🎓📣 The Customer Enablement team is thrilled to announce the release of a new Learning Path for Nintex DocGen for Salesforce. Jumpstart your document generation journey with this dynamic course! Unlock new possibilities and discover how Nintex DocGen for Salesforce can transform your organization’s workflow.Explore new content on custom buttons, lookup and child relationships, and filters—plus, follow a real-world scenario to navigate the document-building process with confidence!New Content:Nintex DocGen for Salesforce Learning Path DocGen for Salesforce Basics Courses  Introduction to Nintex DocGen for Salesforce Install Nintex DocGen for Salesforce Navigate Nintex DocGen for Salesforce Plan a DocGen Package Understand data relationships Build and edit document templates Configure delivery methods Deployment and access Retired Content:Nintex DocGen for Salesforce Courses Navigate DocGen for Salesforce Install DocGen for Salesfor

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Updated How-to Article: Switching to OAuth Admin Consent for DocuSign Legacy Integrations

📢 Hi! Great news! 💃🏽🕺🏾I just updated a comprehensive article that guides organizations through switching to OAuth Admin Consent for DocuSign Legacy Integrations. It also includes the requirements and a step-by-step process to make the switch.  🚀Switching to OAuth Admin Consent for DocuSign Legacy Integrations This article includes:Upgrade process for Nintex DocGen for Salesforce.Review of needed DocuSign settings.Integration setup in Nintex DocGen for Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center. 

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New How-to Article: Switching to OAuth Individual Consent for DocuSign Legacy Integrations

 📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides admin users through switching to OAuth Individual Consent for DocuSign Legacy Integrations. It also includes the requirements, as well as a step-by-step process to make the switch. Plus, you’ll see exactly what the process looks like for end users once the integration is live!  🚀Switching to OAuth Individual Consent for DocuSign Legacy Integrations Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.  

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Now Content DocGen for Salesforce: Switching to OAuth Admin Consent for DocuSign Legacy Integrations

We have published a new How-to video for users switching to OAuth Admin Consent with DocuSign Legacy integrations. This video covers the upgrade process for Nintex DocGen for Salesforce, reviews the needed DocuSign setup, and finishes with switching the integration in DocGen for Salesforce. Switching to OAuth Admin Consent for DocuSign Legacy IntegrationsWe hope you find this video helpful in switching your authentication settings in Nintex DocGen for Salesforce. Your feedback is invaluable to us. Please let us know through our feedback portal if you have any suggestions or comments, leave feedback here.

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Updated Nintex DocGen for Salesforce Installation Video: Now Includes Upgrade ProcessNews

 Updated Installation Video: Now Includes Upgrade Process We have exciting news! Our new installation video for Nintex DocGen®️ for Salesforce now includes a comprehensive guide to upgrading your existing installation. This updated video will walk you through every step, ensuring a smooth transition to the latest version while maintaining your current settings and customizations.This video is a must-watch if you want to seamlessly upgrade and install Nintex DocGen for Salesforce. We’ve detailed every aspect to prevent any hiccups and streamline your experience.The upgrade and install process follow the same steps. Upgrading will not overwrite your current DocGen for SalesforceThese steps will facilitate a hassle-free upgrade and installation of Nintex DocGen for Salesforce. Watch the updated video below:Install or upgrade Nintex DocGen for Salesforce Additional InformationNintex Help: Install, upgrade, or purchase Nintex DocGen for SalesforceWe hope you find this video helpful in upgra

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New How-To Article: Integrate Nintex DocGen for Salesforce with DocuSign Apps LauncherNews

📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides users through setting up the new DocuSign Apps Launcher. The article includes the requirements, as well as a step-by-step process for installing the DocuSign Apps Launcher and integrating it with Nintex DocGen for Salesforce. Additionally, there are videos demonstrating how to create a new DocuSign delivery method, explaining recipient tags, and providing instructions on how to tag a document and build a custom tag. Another video covers the process of converting an existing DocuSign Legacy delivery method to a DocuSign delivery method. This may be a nice way to accelerate moving to our newest Docusign integration. 🚀Integrate Nintex DocGen for Salesforce with DocuSign Apps Launcher Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-

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Exam Updates: DocGen for SalesforceNews

The Nintex University DocGen for Salesforce certification exams:Certification: Nintex Document Generation Practitioner - Nintex DocGen for Salesforce Certification: Nintex Document Generation Expert - Nintex DocGen for Salesforcehave been updated with the following:Corrected an issue where the LMS omitted Field Tagger text surrounded by < < and > >. Corrected LMS issues with incorrectly marked answers. Corrected several confusing questions and answers. Adjusted exam time to 60 minutes (10-minute warning) and question count to 30. General editorial and style updates.If you were already in progress on this exam or had enrolled - but not started - your enrollment has been switched to this new version of the exam. If you’ve previously completed the exam, there’s nothing for you to do now.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, N

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New DocGen for Salesforce How-To Article: Install DocGen for SalesforceNews

Hi! 🖐🏼 I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out. This video is also great for upgrades, as it offers a detailed walkthrough for installing Nintex DocGen for Salesforce.How-To: Install DocGen for SalesforceHave you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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New DocGen for Salesforce How-To Article: Write Nintex eSign data back to SalesforceNews

📣 Hi! I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out.  How-To : Write Nintex eSign data back to Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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How-To update: Add a PDF stamp to an output document (DocGen for Salesforce)News

The Nintex How-To Center article Add a PDF stamp to an output document has been updated with the following:Added updated video content. General editorial and style updates.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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How-To update: Grant login access to Nintex Support (DocGen for Salesforce)News

The Nintex How-To Center article Grant login access to Nintex Support has been updated with the following:Added updated video content. General editorial and style updates.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

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