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Using Nintex Forms to create Salesforce data
For users of the Salesforce echo system, there are often scenarios where data is required to complete a process within a Salesforce app. Whether it’s Sales Cloud, Service Cloud, CPQ or a third-party a...
- Labels:
- Nintex for Salesforce
- Use Cases
- Posted by DocFather_Ray
- | February 20, 2019 09:48
- Views 244
- Replies 1
Participating In
How many licenses needed?
Once the document templates are created by a licensed user, can other non-licensed Salesforce users access/generate the documents?
- Labels:
- DocGen
- Posted by Amlywig
- | March 14, 2019 08:45
- Views 74
- Replies 1
Salesforce Relationships
Hi,One of the development teams have integrated Nintex with Salesforce and done the following items1. created Docgen package record w.r.t one custom object2. set up the delivery options3. created rela...
- Posted by bilalashraf
- | March 14, 2019 00:00
- Views 155
- Replies 5
Unable to Add Note Field to DocGen Form
I am using DocGen version 14.4.0, Salesforce classic and have experienced the same issue in both FireFox and Chrome.I have a complete Document Package that works perfectly. However, the requestor has ...
- Posted by bjj
- | March 13, 2019 13:04
- Views 71
- Replies 1
Nintex Mobile forms for Salesforce
I'm very familiar with Nintex desktop and Mobile forms for SharePoint O365 and on-prem. But very new to what Nintex forms can do for Salesforce.Is there a way we can create large Nintex 'Mobile/tablet...
- Labels:
- Forms
- Posted by cmikhaiel
- | March 07, 2019 08:13
- Views 110
- Replies 2
Adding an additional step in the looplus page - Doc Gen Package
Hi. I am trying to add an additional step in the loop page before my doc gen process is run. I would like the user to choose a record to base the document generation on before running.There are 3 rela...
- Labels:
- DocGen
- Posted by SamC
- | March 07, 2019 02:37
- Views 178
- Replies 4