Nintex DocGen™ for Salesforce - Intermediate

Nintex DocGen™ for Salesforce - Intermediate

Generate documents with complex data

About this course

This course will provide you with an intermediate level of knowledge and understanding of Nintex Document Generation for Salesforce. You will build upon your existing knowledge of Document Generation and learn more advanced skills for:

  • Merging data from multiple Salesforce records
  • Updating documents with external objects
  • Adding features such as e-sign to your documents
  • Customizing the deployment of DocGen packages

Expected completion time: 2 hours

Sections

  • Methods for merging data
  • Section, Table, Row relationships
  • Section, Table, Row Replication
  • Grouping data
  • Unrelated data
  • SOQL query
  • Salesforce reports
  • Import Data
  • Updating existing documents
  • Excel as middleware
  • PDF Stamps
  • Component Groups
  • Word formulas
  • Images in Rich Text
  • Additional features for your documents
  • Insert-Updates
  • Addendums
  • Document as email body
  • Deployment options
  • Mass via Reports
  • Limiting deployment
  • Salesforce Mobile
  • Reinforce your knowledge
  • CTP05 FAQs
  • CTP05 Module Test
  • Course Feedback

About this course

This course will provide you with an intermediate level of knowledge and understanding of Nintex Document Generation for Salesforce. You will build upon your existing knowledge of Document Generation and learn more advanced skills for:

  • Merging data from multiple Salesforce records
  • Updating documents with external objects
  • Adding features such as e-sign to your documents
  • Customizing the deployment of DocGen packages

Expected completion time: 2 hours

Sections

  • Methods for merging data
  • Section, Table, Row relationships
  • Section, Table, Row Replication
  • Grouping data
  • Unrelated data
  • SOQL query
  • Salesforce reports
  • Import Data
  • Updating existing documents
  • Excel as middleware
  • PDF Stamps
  • Component Groups
  • Word formulas
  • Images in Rich Text
  • Additional features for your documents
  • Insert-Updates
  • Addendums
  • Document as email body
  • Deployment options
  • Mass via Reports
  • Limiting deployment
  • Salesforce Mobile
  • Reinforce your knowledge
  • CTP05 FAQs
  • CTP05 Module Test
  • Course Feedback