For users of the Salesforce echo system, there are often scenarios where data is required to complete a process within a Salesforce app. Whether it’s Sales Cloud, Service Cloud, CPQ or a third-party application, this need continuously pops-up and can halt a process. The problem is, ideal providers of this data are often non-salesforce users. A manual process often is created to request the data from a non-salesforce user, provide them to a salesforce user and then enter the data manually into Salesforce. The manual process could be in the form of emails back-and-forth, a portal (which is costly), or God forbid…. pen and paper! In the day-and-age of automation, it is assumed that there should be some way of streamlining such a process. Well, there is……

In comes Nintex Workflows. Nintex provides an inherent custom e-form capability within it’s workflow platform that can help with this pain-point in a cost-effective manner. These e-forms are drag-and-drop configurable. They can rest on a web-page, intranet site or be sent as a task to any person in possession of an email address. Rare, I know!

When a Nintex Form is submitted, the workflow platform can then take the data from the e-form as payload and push it to any third party application, including Salesforce. Whether you need to update/create one object or several. Nintex can push that data into salesforce and relate it any way you need. Ohh, and did I mention that these forms can be delivered with existing Salesforce data set as a default? To see an example of what it looks like and how it’s done, please reference the video below.

Nintex Forms Updating Salesforce

Love,

Your Favorite DocFather