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JackieT
Member since ‎02-26-2020
Nintex Newbie
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Referencing Salesforce Attachments/Files in a Document

Is it possible to reference Salesforce Attachments/Files and file types in a Drawloop document? For Example: Account | Attachments (or Files) Service Agreement PDF Parts PDF Certificate...

In Nintex for Salesforce
  • Posted by JackieT
  • | February 26, 2020 11:24
  • Views 148
  • Replies 3

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 line items associated with the Opportunity? For example: ABC Account uses the Golden Pricebook. In ...

In Nintex for Salesforce
  • Posted by JackieT
  • | February 26, 2020 11:18
  • Views 109
  • Replies 2