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Sales proposals / document generation tools integr

The document has a master template/framework that is just a word doc saved in a shared folder. While...

  • Posted by juggyy55
  • | August 16, 2019 05:26
  • Views 645
  • Replies 2
  • Kudos 0

Provisioned User Visibility

I'm in Salesforce DocGen Admin - Users - User Permissions On the right I see "5 of 5 users provision...

  • Views 272
  • Replies 2
  • Kudos 0

Upgrading Nintex Docgen from 9.55 to 16.2.1

Are there any gotchas when upgrading from 9.55 to 16.2.1? We have a tab called LOOP which I think ha...

  • Views 186
  • Replies 1
  • Kudos 0

Salesforce Person Accounts

The lightning component only allows for Contacts to be associated to the package. We are using Perso...

  • Posted by jgarey
  • | March 12, 2020 07:21
  • Views 178
  • Replies 1
  • Kudos 0

redirectUrl parameter in lightning

Working on a mass button in lightning and using the redirectUrl parameter following the guidelines h...

  • Posted by Doc503
  • | March 11, 2020 15:31
  • Views 175
  • Replies 0
  • Kudos 0

Excel template with pictures (jpg) in rows

I have to send my Offer to Client in excel format. Everything is fine but ... one of column should b...

  • Posted by Andrzej
  • | March 05, 2020 08:17
  • Views 184
  • Replies 1
  • Kudos 0

Reports with multiple tables from 1-2 objects

I have a report that groups correctly and sorts correctly, but I can't seem to add all of the header...

  • Posted by himes
  • | February 27, 2020 15:23
  • Views 511
  • Replies 3
  • Kudos 0

add conditional table row (in place)

I'm trying to figure out the most efficient way to conditionally add two rows of data in the middle ...

  • Posted by Doc503
  • | February 25, 2020 10:55
  • Views 362
  • Replies 5
  • Kudos 0

Creating a merge field in word that returns Yes or

Hello ... I have a checkbox field in Salsforce,<<Client_Special_Education>>. If it is ch...

  • Posted by dag-us
  • | February 26, 2020 12:20
  • Views 234
  • Replies 2
  • Kudos 0

Generating a Dynamic List based on Products

Is it possible to prompt users to select a maximum number of products from the full list of product ...

  • Posted by JackieT
  • | February 26, 2020 11:18
  • Views 240
  • Replies 2
  • Kudos 0
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