Supercharge Your Workflow: Use and Configure DocGen for Salesforce with Agentforce

Overview

This guide walks you through the steps to integrate DocGen for Salesforce with AgentForce, Salesforce’s AI-driven assistant. This guide includes:

• End-user experience: How users can generate documents via Agentforce.
• Back-end setup for administrators: How to install, configure, and customize the integration.
• Troubleshooting to address common issues.

Part 1: Use DocGen with Agentforce (End User Guide)

🎥 Video 1: Generate Documents with Agentforce 

https://vimeo.com/1058395056/8c82a41aea?share=copy

What is Agentforce?

Agentforce is Salesforce’s AI assistant that allows users to interact with their data through natural language commands. It can retrieve, update, and generate records—and now, thanks to DocGen for Salesforce, it can create automated proposals, contracts, and other documents directly from chat.

How users generate documents

1. Locate Agentforce

   • Click the Agentforce button in the top right of Salesforce.

   • The chat interface will open.

2. Request a document

   • Example: Type, "Create a proposal for this opportunity."

   • Agentforce will recognize context and match your request with available DocGen Packages.

   • If multiple document packages exist, Agentforce will ask which one to use.

3. Confirm and generate

   • When prompted, confirm the action ("Yes") to run the DocGen Package.

   • Since DocGen is asynchronous, the document won’t appear instantly. Check Notes & Attachments after ~15-20 seconds.

Key Features

✅ Understands context – Recognizes terms like "proposal" or "this opportunity."
✅ Smart Matching – Finds the best DocGen Package based on record type & document name.
✅ Interactive – If multiple options exist, Agentforce asks users to choose.
✅ Seamless experience – Works within the Salesforce user interface.

Part 2: Set Up DocGen with Agentforce (Admin Guide)

🎥 Video 2: Configure Agentforce for DocGen

https://vimeo.com/1058391477/b86912148a?share=copy

Prerequisites

Before configuration, ensure the following:
✅ Agentforce is enabled in your Salesforce Org. (Salesforce Setup Guide)
✅ Nintex DocGen is installed and properly licensed.
✅ DocGen Agentforce Connector Package is installed from AppExchange.
✅ A DocGen Package is already created for the Salesforce object you want to generate a package from

Step-by-Step Setup

1. Create agent actions for DocGen for Salesforce

   • Go to Salesforce Setup > Agent Studio > Agent Actions

   • Find the three actions and select Show in conversation on each action

     • ✅ Find Document Package

     • ✅ Find Delivery Option

     • ✅ Generate Document

2. Add topic: Document Generation

   • Go to Salesforce Setup > Agent Studio > Agents

   • Select your Agent > then Open in Builder

   • Create New Topic – Document Generation

   • Copy & paste metadata values from Nintex documentation (Help Link)

3. Select Topic’s DocGen for Salesforce Actions

   • Choose the actions from Step 1

   • Activate to complete build

4. Test within the Agent Builder

   • Use the Eye icon to choose a specific Salesforce record

Part 3: Troubleshooting & FAQs

Troubleshooting Issues

Next Steps

🚀 Install the Agentforce Connector Package (AppExchange)
📖 Read the full Nintex DocGen Setup Guide (Help Link)
💬 Join the Nintex Community for Questions (Community Link)