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Member since ‎11-01-2017
Workflow Hero


Latest Posts

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...

In Community Blogs
  • 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?

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • 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 ...

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • 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...

In Nintex for Salesforce
  • Posted by SamC
  • | March 07, 2019 02:37
  • Views 178
  • Replies 4
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