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Salesforce Relationship Filter Help

In Salesforce, on a DDP, I need to create a relationship that will filter the child records down to ...

  • Posted by Anonymous
  • | April 26, 2016 12:57
  • Views 2122
  • Replies 5
  • Kudos 0

Are there any updates regarding the SameSite=Lax d

In case anyone doesn't know, Salesforce has issued anadvisoryto let everyone know of an upcoming upd...

  • Posted by ngetta
  • | December 24, 2019 10:43
  • Views 499
  • Replies 2
  • Kudos 0

Excel Template File with Logos

Hello, My excel template has logos. After row replication, the rows overlap the logo instead of push...

  • Posted by Yes
  • | January 02, 2020 09:57
  • Views 307
  • Replies 3
  • Kudos 0

Master Letterhead

Is it possible to have one master letterhead that can be used to generate multiple templates? If the...

  • Posted by jeffreyw1
  • | January 07, 2020 10:13
  • Views 151
  • Replies 0
  • Kudos 0

Looking for Additional Videos in this Series - The

This series says it runs from Episode 1 to 6. I found Episodes 1, 2, and 3 on the Nintex youtube cha...

  • Posted by Yes
  • | January 06, 2020 08:01
  • Views 280
  • Replies 2
  • Kudos 0

Build data structure in apex for 3 related objects

Hello. I would like to generate document in DocGen with such data structure: Opportunity -> Custo...

  • Posted by Cooler
  • | January 06, 2020 07:53
  • Views 189
  • Replies 0
  • Kudos 0

How do you get Opportunity Partners with a filter

I've created a test DocGen Package where my primary object is Opportunity. I created a relationship ...

  • Views 265
  • Replies 2
  • Kudos 0

ALERT: Error creating DocGen Packages for new inst

We have determined that there is an issue creating new DocGen Packages using the DocGen Package Wiza...

  • Posted by SamSysum
  • | December 23, 2019 15:29
  • Views 319
  • Replies 0
  • Kudos 0

Nintex with salesforce

Hi All, I have to automate Document generation process from a field update. Also i need to send ema...

  • Views 716
  • Replies 2
  • Kudos 0

Changing sort order with DocGen Queue "Download 1

The "Download 1 PDF" button merges documents in ascending Document Request Number order. I'd like to...

  • Views 192
  • Replies 0
  • Kudos 0
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