Empower Your Workflow with the Nintex Community | Resources, Tips, and Collaboration

Welcome to the April edition of Community Connect! We’re excited to present the April edition of the Nintex Community Connect newsletter. Check out what’s new below! New Customer Enablement Content The Customer Enablement team is thrilled to announce the release of new content on Nintex University: What’s new: How-To Supercharge Your Workflow: Use and Configure DocGen for Salesforce with Agentforce AI Process Generator Overview Tutorials Click + to add actions in Nintex Workflow Designer Manually start a Nintex Workflow from SharePoint Online Migrating to Nintex Workflow - New Webinar Series The Nintex Modernization team has launched an exciting new four-part webinar series, aiming to support & guide our customers with Migrating to Nintex Workflow (formally known as Nintex Automation Cloud). Whether you are managing the migration independently, leveraging a partner, or utilizing our Upgrade Center for support, these webinars will provide valuable insights on where to begin and how to navigate each phase of the process. Read more here! Webinars New at Nintex product update webinar Q1 2025: Nintex customers, did you miss this exclusive webinar where we explored the latest advancements in Nintex platforms and solutions and what’s coming in the near future? Not to worry, it’s available on-demand. Revolutionize Workflows with Agentic AI What's Next with Nintex Process Manager: Boost Your Process Maturity 10 things you didn’t know about Nintex, but should! 5 Trends to Consider for More Effective Application Development Upcoming Webinars New Nintex brochures and data sheets! We have just released newly branded and updated Nintex brochures and data sheets for our products and solutions – take a look! Nintex Workflow data sheet Nintex Process Manager data sheet Nintex RPA data sheet Nintex for Salesforce brochure Nintex Apps for Salesforce data sheet Nintex DocGen for Salesforce data sheet Nintex for Salesforce GE brochure Nintex Automation GE brochure Nintex Licensing and Permitting data sheet New eBook We just released a new ebook: 5 ways to revolutionize RevOps with document generation. Community News New GenAI Feature: Nintex Process Manager – AI Process Generator User Spotlight Blog: Mark Du Toit See how you can subscribe to your favorite categories, topics and users Learn how to mark your question as solved Customer Content Portal Check out our comprehensive Customer Content Portal , your one-stop destination for content. You'll find direct links to extensive customer enablement resources here. Whether you're seeking training materials from Nintex University, troubleshooting guides from Nintex Help, practical tips from the Nintex How-To Center, or community support and inspiration from the Nintex Community and Nintex Gallery, we've got you covered! Your voice and experience matter! We’d love to hear your thoughts on what we can do better. View all open Nintex Community questions here - you might have the answer someone needs! Need to request new content, request a content correction, and submit other feedback? Use our handy Nintex Customer Content Feedback form - powered by Nintex Automation Cloud. We would love your thoughts on improving our customer content offering (Nintex University, Nintex Help, Nintex Community). Please take 5 to 10 minutes to participate in the 2024 Nintex Customer Content Survey - powered by Nintex Automation Cloud. Let us know where we can improve by submitting your product ideas and feedback via Nintex Ideas ! We look forward to connecting with you at our events and online. Stay curious; stay connected! The Nintex Community Team

How-To

Overview This guide walks you through the steps to integrate DocGen for Salesforce with AgentForce, Salesforce’s AI-driven assistant. This guide includes: End-user experience: How users can generate documents via Agentforce. Back-end setup for administrators: How to install, configure, and customize the integration. Troubleshooting to address common issues. Part 1: Use DocGen with Agentforce (End User Guide) 🎥 Video 1: Generate Documents with Agentforce What is Agentforce? Agentforce is Salesforce’s AI assistant that allows users to interact with their data through natural language commands. It can retrieve, update, and generate records—and now, thanks to DocGen for Salesforce, it can create automated proposals, contracts, and other documents directly from chat. How users generate documents Locate Agentforce Click the Agentforce button in the top right of Salesforce. The chat interface will open. Request a document Example: Type, "Create a proposal for this opportunity." Agentforce will recognize context and match your request with available DocGen Packages. If multiple document packages exist, Agentforce will ask which one to use. Confirm and generate When prompted, confirm the action ("Yes") to run the DocGen Package. Since DocGen is asynchronous, the document won’t appear instantly. Check Notes & Attachments after ~15-20 seconds. Key Features ✅ Understands context – Recognizes terms like "proposal" or "this opportunity." ✅ Smart Matching – Finds the best DocGen Package based on record type & document name.✅ Interactive – If multiple options exist, Agentforce asks users to choose.✅ Seamless experience – Works within the Salesforce user interface. Part 2: Set Up DocGen with Agentforce (Admin Guide) 🎥 Video 2: Configure Agentforce for DocGen Prerequisites Before configuration, ensure the following:✅ Agentforce is enabled in your Salesforce Org. ( Salesforce Setup Guide )✅ Nintex DocGen is installed and properly licensed.✅ DocGen Agentforce Connector Package is installed from AppExchange.✅ A DocGen Package is already created for the Salesforce object you want to generate a package from Step-by-Step Setup Create agent actions for DocGen for Salesforce Go to Salesforce Setup > Agent Studio > Agent Actions Find the three actions and select Show in conversation on each action ✅ Find Document Package ✅ Find Delivery Option ✅ Generate Document Add topic: Document Generation Go to Salesforce Setup > Agent Studio > Agents Select your Agent > then Open in Builder Create New Topic – Document Generation Copy & paste metadata values from Nintex documentation (Help Link) Select Topic’s DocGen for Salesforce Actions Choose the actions from Step 1 Activate to complete build Test within the Agent Builder Use the Eye icon to choose a specific Salesforce record Part 3: Troubleshooting & FAQs Troubleshooting Issues Issue Possible Cause Solution ❌ Agentforce doesn’t recognize my request Topic/Action setup incomplete Double-check Topic & Action values ❌ No document is generated No attached delivery option in DDP Ensure at least one Attach delivery option is configured ❌ Agentforce is missing from user interface Feature not enabled Verify AgentForce settings in Salesforce ❌ A document is taking too long to generate DocGen runs asynchronously Wait ~15-20 seconds, then check Notes & Attachments Next Steps 🚀 Install the Agentforce Connector Package (AppExchange)📖 Read the full Nintex DocGen Setup Guide (Help Link)💬 Join the Nintex Community for Questions ( Community Link )

HOW-TO

We’re excited to introduce the AI Process Generator—a powerful feature designed to simplify and accelerate process creation in Nintex Process Manager. With AI-driven efficiency, users can effortlessly generate their first process draft using a generative AI option. By leveraging the Process Summary and any additional instructions, this feature transforms a text-based prompt into a structured, well-documented first draft, providing a solid foundation for refining and finalizing processes. Key features and benefits: Built-in Nintex Best Practices - Every AI-generated process follows Nintex’s structured approach to ensure clarity, effectiveness, and consistency in documentation. Human in the Loop – While manual process creation remains an option, AI provides an efficient starting point. Users can refine and edit the AI-generated draft before publishing, blending automation with expert oversight. Regenerate and Refine – If the first draft doesn’t align with expectations, users can modify their prompt, add details, and regenerate the process. This flexibility allows for continuous refinement before finalizing and publishing. Data Privacy and Security Security remains a top priority. When generating a process, user data is securely passed to a large language model (LLM) with instructions to follow Nintex Best Practices. All data remains within Nintex-controlled environments, never leaving the Process Manager trust boundaries. Nintex does not collect prompt or process-specific data, nor is any data used to train the LLM. References Process Manager Help: AI Process Generator Overview Process Manager Help: AI Process Generator FAQ Process Manager Product Forum: AI Process Generator Announcement Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex Community, and the Nintex How-To Center.

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Nintex Community Connect: April Edition

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Supercharge Your Workflow: Use and Configure DocGen for Salesforce with Agentforce

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