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Nintex DocGen for Salesforce

Nintex DocGen for Salesforce

Find resources, discussions, and troubleshooting tips to streamline document generation and automation in Nintex DocGen for Salesforce.

351 Topics
636 Replies

Get Ready! Upcoming Salesforce Security Changes for Nintex DocGen for Salesforce

Update 14 August 2026: The deadline for upgrading has been extended until September 30, 2026 Salesforce has approved our extension request. The dead...

Forum|Forum|1 month ago

442012

351 Topics

NomadicSignNintex Employee

Nintex DocGen for Salesforce

Get Ready! Upcoming Salesforce Security Changes for Nintex DocGen for Salesforce

Update 14 August 2026: The deadline for upgrading has been extended until September 30, 2026 Salesforce has approved our extension request. The deadline for completing the upgrade and reauthorization is now September 30, 2026. All customers must comply with this timeline - please plan to complete the upgrade as soon as possible. What happens if you do not upgrade by September 30, 2026: All DocGen package runs will stop working. This includes manual runs and automated runs triggered through flow, process builder, OBM, and delivery integrations. Document generation will not resume until the upgrade is completed. Update 10 July 2026: Package Now Available Nintex DocGen for Salesforce Package 21.12 and above are now available on Salesforce AppExchange. Customers should upgrade to the latest version and complete the required reauthorization steps. Refer to the help document for detailed instructions. Salesforce is strengthening security standards across the AppExcha

arunkalluNovice

Nintex DocGen for Salesforce

Docgen packages triigered by outbound messages not working

We have some docgen packages that are triggered by an outbound messages. Since, last couple weeks none of these packages triggered - did not create documents.Is there any update that went through in last 15 -20 days?

rajeev.sharmaRookie

Nintex DocGen for Salesforce

Reports with Nintex in Salesforce

With salesforce release for step up authentication our docgen packages which have reports to populate template failed with error message even after upgrade to latest package.

NomadicSignNintex Employee

Nintex DocGen for Salesforce

Step-Up Authentication for Reports Advisory

Update - August 2026 Nintex DocGen now supports orgs with Step-Up Authentication enforced on reports. Report retrieval has been migrated from Salesforce report web requests to the Salesforce Reports REST API. August 24, 2026, the new implementation will be enabled for all customers using Salesforce Reports. Before that date, contact Nintex Support to enable it for your org and validate report output early. When a Salesforce report is used as a template, the generated output may differ from the current implementation. We recommend validating report output to ensure there are no unexpected formatting differences. Known formatting differences include: Field type Report web requests Reports REST API Currency Currency code and value in separate columns Single formatted value Percentage No % symbol Includes % symbol Num

NomadicSignNintex Employee

Nintex DocGen for Salesforce

Announcement: DocuSign API Deprecation - Nintex DocGen for Salesforce

DocuSign is retiring the listRecipientNamesByEmail API endpoint as part of improvements to its system architecture and security posture.Nintex has already updated DocGen to support this change. Most customers do not need to take action.You only need to review this change if you use the DocuSign Delivery Option in Nintex DocGen for Salesforce.Who should review this? This change only applies to customers using the DocuSign Delivery Option in Nintex DocGen for Salesforce.If you use any other delivery option, no action is needed.What’s changing?The only change is how recipient names are resolved for DocuSign delivery.Before the change:If the recipient name configured in DocuSign was different from the recipient name configured in your DocGen Package, the DocuSign name would override it. After the change:The recipient name configured in your DocGen Package delivery option is used as-is. Recipient names configured in DocuSign will no longer override it. Recommended actionIf you use the Docu

satabpNovice

Nintex DocGen for Salesforce

Endpoint error while uploading the API Client Certificate in Outbound Message Settings

Hi,Today we have upgraded our sandbox to latest version of Nintex DocGen for Salesforce 21.7.0.While uploading the API Client Certificate in Outbound Message Settings, we are getting n error message as “Unauthorized EndPoint” endpoint = https://na2.docgen.nintex.io/salesforce/OBMCertificate/Post.

satabpNovice

Nintex DocGen for Salesforce

Direct link for Nintex DocGen 21.6.0

How can I get the direct link to Nintex DocGen 21.6.0 release. Latest is 21.7.0, however would like to get the N-1.Kindly help.

ahastenreiterNovice

Nintex DocGen for Salesforce

Document Generation Token Mapping Method Custom Class instead Dataraptor

I have a Vlocity Document Template which needs to fill through a custom class. (Token Mapping Method).When a run the doc generation by OmniScript (client-side), the document tokens are filled with blanks. I don´t know what´s wrong. Anybody can help me? The Custom Class is below. global without sharing class PME_QuotePDF implements vlocity_cmt.VlocityOpenInterface2{ global Object invokeMethod(String methodName, Map<String, Object> input, Map<String, Object> output, Map<String, Object> options) { Boolean success = false; try{ if (methodName == 'getTokenData'){ getTokenData(input, output, options); success = true; } } catch (Exception e){ System.debug(LoggingLevel.DEBUG, 'Exception type caught: ' + e.getTypeName()); System.debug(LoggingLevel.DEBUG, 'Message: ' + e.getMessage()); System.debug(LoggingLevel.DEBUG, 'Cause: ' + e.getCause()); Syst

danishqaimkhani

Nintex DocGen for Salesforce

Facing Issue 'Maximum view state size limit (170KB) exceeded' in Job Queue Status

Using Apex (Salesforce code) to generate PDF but the job is not showing any details on job page even with one record. Please help me out to see success or error details

jschmidt7Rookie

Nintex DocGen for Salesforce

Add attachments to DocGen Document

I am creating a document with SharePoint list data, I also want to merge any document attachments on the list item. Has anyone done this successfully? Merging 1 attachment is not the problem, but merging an unknown number of attachments, I have no idea where to start with that.Any help would be appreciated.

Nintex DocGen for Salesforce

SOQL query challenge

All, I have a query which works perfectly in workbench or developer console but does not seem to recognise in nintex docgen package SOQL query area under documents section. It says A query containing an inner query must have a Copy Type of Table. Anyone know any resolution for this? How do I overcome this? Thanks

Nintex DocGen for Salesforce

Automated DocGen Instances in Salesforce

In Nintex DocGen for Salesforce trial package, I have a ‘Automated DocGen Instances’ section in Nintex Admin tab. I currently don’t get any csv files when I click on refresh button. Is it because I am in trial version? What kind of transactions are included in this csv file?

vvermaNintex Partner

Nintex DocGen for Salesforce

Need access in sandbox

I am getting this error for Drawloop(DocGen) in my sandbox,Your organization's trial period has expired. Please have your administrator contact support for assistance. (LicenseInvalid)Include this Error Id if you contact support: 4ea32213-ea84-4d60-9dc2-a3c11b1b4dCan you help me to update the license in the sandbox. The Sandbox ID is 00D9Z00000Hi1t3 and the company name is Aldar Properties.

Nintex DocGen for Salesforce

How to add more than one conditional logic on the conditionally template logic

How to add more than one conditional logic on the conditionally template logic How to add more conditional logic on the conditionally template logic AND both in one like Can we use it like this?

John Isaac RajNovice

Nintex DocGen for Salesforce

Salesforce Email template - Error unless using Internal Email

Getting this error while using Salesforce Email, unless i dont check the “Internal Email” checkbox in the Delivery Option - ‘Send Email’ record?Error: error sending salesforce email for ([CustomObject]:[recordId]) (required_field_missing): missing targetobjectid with template (externalerror) include this error id if you contact nintex support:a4ca6db7-3790-4d1a-a747-a48ee98b737a. if you have made any recent modifications, try refreshing the component and run againOnly if I use Internal Email option, the email is working, but the Salesforce merge fields are not working. Is this a Nintex limitation? Are there any other options other than creating a word document as Email template?Note: I’m running the Nintex package via flow and not using button click

Nintex DocGen for Salesforce

Order of operations in DocGen for Salesforce

I am using DocGen for Salesforce installed package in Salesforce. I need to run some Salesforce transactions (i.e. Flows and Apex code) after the output files are inserted into Salesforce when a DocGen package run from Salesforce is completed successfully. I know the only way to guarantee that the transactions run only after the output files are inserted back into Salesforce, is by using an Apex Trigger on Content Document Link. However, I am looking for an alternative to this approach.If there is some official Nintex documentation that describes the order of operations, that would be very helpful. I want confirmation that ‘Create/Edit Record’ transaction runs only after Content Document Link insert is completed.

dan_woodwardNintex Partner

Nintex DocGen for Salesforce

Using Custom Labels as DocGen Merge Fields?

Is it possible to use Custom Labels or Custom Metadata fields in a Salesforce DocGen package? The use case is that the client has several dozen Questions and Descriptions which are currently hard-coded into the document and elsewhere in Salesforce, but which change from time to time. Using Custom Labels or CMT would allow for easier updates when the wording changes.

pradykrisNovice

Nintex DocGen for Salesforce

Outbound messages for Salesforce

Hi,As per the notification from Salesforce the outbound messages with session id would no longer be working. And the update from Nintex in this regard says there would be new package available in Jan 2026. Is this package available? Which version is itDoes this require a signed certificate from Nintex? How do i get this?

Nintex DocGen for Salesforce

Hyperlink information

In a DocGen, how do you create a hyperlink from document to the property record you are sending the email from. I am looking for a tag or something?

aschwartzmctlawRookie

Nintex DocGen for Salesforce

Setting a Field Tag to all lowercase

Is there a way to set a field tag to all lowercase letters? I know there’s a way with cross referencing, but I’m only seeing lowercase → uppercase and not vice versa. Example: { SET “Link” “<<Opportunity_Name>>” } { REF Link * Upper }I tried changing Upper to Lower with no success.Is there way to set a field tag from uppercase to lowercase? Thank you!

Nintex DocGen for Salesforce

Outbound Messages & Salesforce Session ID Removal (Feb 2026)

A Salesforce security update removes the ability to send a Session ID in Outbound Messages, with enforcement scheduled for February 2026.Reference: https://help.salesforce.com/s/articleView?id=005232763&type=1We currently use Nintex DocGen for Salesforce via Outbound Messages, which rely on the "Send Session ID" option for authentication. Will DocGen automations using the Outbound Message method break completely when Salesforce removes this Session ID functionality? Is there a specific Nintex DocGen for Salesforce package version that officially addresses this Session ID deprecation? Any alternatives?

Nintex DocGen for Salesforce

Run Nintex DocGen Package as guest user in Salesforce

Is it possible to run DocGen package to generate document in Salesforce as a guest user (i.e. unauthenticated user), from either Apex or Flow?

Nintex DocGen for Salesforce

Run Nintex DocGen Package from Salesforce LWC

Is there any documentation, tutorial, or sample code recipe to get started with running DocGen Package to generate document in Salesforce from a Lightning Web Component (LWC)? Please provide links. Thank you.

Nintex DocGen for Salesforce

Page break after each record in Salesforce Nintex DocGen Package

Is it possible to force page break after each record in repetition when generating document in Salesforce DocGen package from a word template? I am trying to generate document with one page for each child Contact record related to an Account record.

Nintex DocGen for Salesforce

Load static data from csv/excel file in template

Is it possible to load static data from csv/excel into a template file when running a Nintex DocGen Package in Salesforce? Example load contacts from csv file into a word template.

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