Looking for an easy, on-the-go way to generate Nintex DocGen packages?
Install our Agentforce Connector and create DocGen packages in seconds — just tell Agentforce what you need.
Set up Agentforce for Nintex DocGen commands
First, be sure the Nintex DocGen Agentforce Connector is installed from the AppExchange.
Follow these steps to link Nintex DocGen for Salesforce topics to your Agent
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From the Salesforce Setup menu, open the Agent that will be used to Run Document packages. Then select Open in Builder.
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If the Agent is Active, you must deactivate it to add a new topic.
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From the Topics subheading, click New. Then select Add from Asset Library.
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Select the Document Generation topic from the library.
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Click Finish to complete the setup.
Test the Agent by requesting a document generation task—for example, ask Agentforce to generate a specific document for a record you know exists. When testing is complete, activate the Agent.
The convenience of Nintex DocGen for Salesforce with Agentforce
Voice, speed, and seamless Nintex DocGen for Salesforce on the go.
Here is a practical possibility in action:.
A seller is just wrapping up a customer meeting in the field. They’re on the Salesforce Mobile App, walking back to their car.
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As they walk, they say:
“Add meeting notes. The customer is interested in upgrading to the premium package with 24-month terms.”
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Then:
“And generate a quote.”
Within seconds, Agentforce captures the voice input, logs the meeting notes into Salesforce, and initiates the Nintex DocGen for Salesforce process.
By the time the seller reaches their car:
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The customer’s information is logged.
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A personalized, branded quote is generated.
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The document is either ready to send — or already sent.
No forms. No clicking through templates.
Getting started
Before using the Agentforce Connector to generate documents, make sure your Nintex DocGen Package is properly set up.
You will need a Nintex DocGen package called Quote for this scenario. This will allow Agentforce to identify the package when the user asks for a quote to be generated.
Supported delivery options
Nintex DocGen for Salesforce gives you flexibility in how documents are delivered. You can configure your package to send generated documents through one or more of the following channels:
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Nintex eSign
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DocuSign
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Email
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Notes & Attachments
With the Agentforce Connector and Nintex DocGen for Salesforce, creating and sending professional, personalized documents is as easy as saying the word. Whether you're in the office or on the move, document generation is now fast, hands-free, and built right into your Salesforce experience.