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

  • June 30, 2026
  • 12 replies
  • 4579 views

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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 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 you

A Salesforce administrator will need to complete the following:

  • Upgrade the Nintex DocGen Managed Package to the latest version.
  • Transition to the new “Nintex DocGen for Salesforce Modern” Connected App by copying the existing Connected App configuration to the new app.
  • Reauthorize the Nintex DocGen connection.
  • The integration user used for scheduled or automated document generation must also be reauthorized. Until this user is reauthorized, scheduled or automated document generation may not complete successfully.

What is not affected

Your DocGen Packages, templates, relationships, delivery options, and previously generated documents are unchanged. The update affects only the authentication layer.

Action Required

  • Please plan to complete the upgrade at the earliest. 
  • Instructions are available in the help document. Please review the instructions and share them with your Salesforce administrator so they can prepare for the upgrade. 

NOTE

  • If you are on a version older than 20.10.5, you will need to perform a Multi-Step Upgrade to 20.10.5 first, before completing the installation of the latest version on the AppExchange. Versions older than 18.10 must upgrade to 18.10 first, then to 20.10.5.
  • Known Issue: "Authorization denied" when attempting to authorize. If you experience it, please reach out to Nintex Support.
  • If you use Salesforce Reports with DocGen, note that Salesforce's Step-Up Authentication for Reports is a separate requirement with its own timeline. Extensions granted for Step-Up Authentication (through 1 October 2026) do not apply to the Connected App changes described in this article. See Step-Up Authentication for Reports for details on that requirement.

Office Hours

Office hours are being offered starting 8th July 2026 through 30th September 2026

Questions?

Reach out to our Support team or your Nintex Account Manager or Customer Success Manager. 

12 replies

  • Nintex Partner
  • July 10, 2026

What is the version number on the required package upgrade?


  • Novice
  • July 14, 2026

We upgraded to new version , we are unable to login? anyone have this issue?


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  • Author
  • Nintex Employee
  • July 15, 2026

@pchennoju If the issue persists, please raise a support ticket. 


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  • Novice
  • July 17, 2026

I know it is crazy but I can not find this package on Salesforce AppExchange.

 

What is going on ??


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  • Novice
  • July 17, 2026

@NomadicSign I installed it in my Sandbox from AppEx last week and it is not there today for our production install. 

 


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  • Author
  • Nintex Employee
  • July 24, 2026

DocGen for Salesforce is now available on the Salesforce AppExchange. Please give it another try, and let us know if you run into any issues or need any assistance.  


  • Novice
  • July 24, 2026

Still issues with 21.14.0. Support yesterday said they are working on it? Asked to create a case, but never received an email.

 

 Also Log a Case button doesn’t work

 


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  • Novice
  • July 24, 2026

@ThanhKCF We installed the .14 this morning and authorized with no issues. Assume you checked the User ID for the error. Also, our log a case is working fine as well.


  • Novice
  • August 12, 2026

It says above “Full step-by-step upgrade and reauthorization instructions will be added to this article when the update is released.”

The update is available, but I don’t see full step by step instructions. I opened a support ticket, and the advice I received from that was contradictory; fortunately, I found a way to make the update and it appears to be working.

Also, note that it says above “Customers running versions earlier than 18.10 may need to complete a multi-step upgrade path before upgrading to the latest version.” This is also inaccurate - we were running version 20.0 and still had to do the multi-step upgrade.

Another inaccuracy: the latest version (reported on the email sent to clients yesterday) is not 21.10 (or 21.12 as noted above), but 21.15.

These multiple inaccuracies create great confusion, and decrease confidence in the product.


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  • Author
  • Nintex Employee
  • August 13, 2026

@Pbarnes, thank you for your feedback.

The help documentation is linked at the top of the article, and for easier access, we have now also included it in the Action Required section.

Regarding the upgrade path, the article has been updated to reflect the complete upgrade requirements, including a link to the help documentation covering the multi-step upgrade process. Versions older than 20.10.5 must first upgrade to 20.10.5, and versions older than 18.10 must first upgrade to 18.10 before proceeding. 

Regarding version numbers, 21.12 is the minimum version required to meet the new security requirements. However, we recommend upgrading to the latest available release, which is currently 21.15.

Our Support team will be happy to assist with any specific questions or upgrade-related queries.


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  • Novice
  • August 20, 2026

So I see the deadline has now been extended to September 30, 2026.  Is that correct?  You guys have some misleading information being passed to us via email.  I just had one of your architects tell me we had to upgrade to 21.15 to be compliant.  As per info that was sent out by a Business Developement Leader we upgraded to 21.12 and ran all our testing in our sandboxes.  We were also told in that same email that Aug 24th was a deadline.  

As you can tell - the info is all over the place.  


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  • Author
  • Nintex Employee
  • August 21, 2026

@mhobizal 

Thank you for highlighting this.

Salesforce has recently extended the compliance deadline to September 30, 2026. Some of the earlier communications you received were based on the timelines and guidance available at the time.

An email with the updated guidance and next steps will be sent shortly. In the meantime, please continue with your current upgrade planning.