How to: Group Data in Tables in Nintex Document Generation for Salesforce

How to: Group Data in Tables in Nintex Document Generation for Salesforce

Dynamically create sections in your document templates based on Salesforce data

About this course

/In this video, you will learn how to use relationships to group and organize Salesforce data in tables in your document package templates. You will also learn how to use grouping to replicate rows and tables to organize your Salesforce data.

Recommended videos: Import Data with Basic Relationships

About this course

/In this video, you will learn how to use relationships to group and organize Salesforce data in tables in your document package templates. You will also learn how to use grouping to replicate rows and tables to organize your Salesforce data.

Recommended videos: Import Data with Basic Relationships