@ky1117sg What is the trigger that starts the process? Is this customer driven and where would the customer be accessing the form(Salesforce Community, company webpage), or something you would initiate on your end.

Hello.

This would be something we'd initiate on our end.  We want to get some feedback from our clients and will be sending them a form we create from Nintex that would link to salesforce.  (Which we're not sure how to start.) We'd like to keep the record of their feedback on their account on salesforce.   

Any help would be so appreciated.  

Thank you!!!

@ky1117sg  Below are the options I would suggest:

• Use a Salesforce button as the trigger and pass the parameters in the button(see below). You can then use these parameters(https://help.nintex.com/en-US/nwc/Content/Designer/Functions/getQueryStringParameter.htm) to get any additional details you need in your workflow and build a task form(https://help.nintex.com/en-US/nwc/Content/Designer/Actions/AssignaTask.htm) for the customer facing form. The same option could also be used with visualforce page or an iframe. 
  
  
   
  
  
  
   
  
  
  

  

  
  
  



•  The other option would be triggering it based on a field change on the record(https://help.nintex.com/en-US/nwc/Content/Designer/Startevents/SalesforceEVENT-UpdateRecord.htm). So maybe a checkbox or something. You would just need to make sure this condition is something some can trigger. Like above you would use a task form and the Salesforce actions for updating.

I'll give it a try. 

Thank you so much.