Nintex DocGen for Salesforce

Update 10 July 2026: Package Now Available Nintex DocGen for Salesforce Package 21.12 is now available on Salesforce AppExchange. Customers should upgrade to this version and complete the required reauthorization steps. Refer to the help document for detailed instructions.  Salesforce is strengthening security standards across the AppExchange ecosystem. As part of this change, all AppExchange applications, including Nintex DocGen for Salesforce, are required to adopt enhanced OAuth security controls including PKCE and Refresh Token Rotation. What this means for youA Managed Package upgrade to the latest version of Nintex DocGen for Salesforce will be required.After the upgrade, customers will need to transition to the new “Nintex DocGen for Salesforce Modern” Connected App. The upgrade process will include: Upgrading the Nintex DocGen Managed Package Copying your existing Connected App configuration to the new app Reauthorizing your Nintex DocGen connectionThe integration u

 Salesforce is strengthening its secure-by-default architecture by enforcing a mandatory, time-based step-up authentication framework. This security control is intended to provide additional protection against unauthorized data exfiltration.The specific feature is called Step-Up Authentication for Reports. It requires users to complete an additional identity-verification challenge when exporting or printing reports if a configurable amount of time has passed since their last successful step-up challenge. What Is Affected?This change may affect Nintex DocGen for Salesforce customers who use Salesforce Reports as part of their document-generation processes.Without the necessary updates or a temporary extension, report-based DocGen processes may be interrupted when Salesforce begins enforcing the step-up authentication requirement.This change may also affect other processes or integrations that use Salesforce Reports, report exports, or report-printing actions within your Salesforce org.T

 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

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. 

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.

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

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 

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.

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

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? 

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.

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?

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

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.

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. 

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?

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?

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!

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?

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?

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.

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.

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.

I have setup Nintex DocGen and E-sign in Salesforce but when I send a document for e-sign, I get email from Assure Sign with DocumentTRAK Web Service Notification Failure

We have a request to parse PDF fields into Salesforce records.  Does Nintex have any product or roadmap for a feature like this?