How to: Merge Data with Nintex Document Generation

How to: Merge Data with Nintex Document Generation

Use basic relationships to merge data to your document in Salesforce

About this course

Basic relationships allow you to retrieve or merge data to use to generate documents. When you create a DocGen package with no relationships, you only have access to the data available from the starting object and any reports you may have added. In this video, you will learn how to use basic relationships (Section, Table, Row) in Salesforce.

About this course

Basic relationships allow you to retrieve or merge data to use to generate documents. When you create a DocGen package with no relationships, you only have access to the data available from the starting object and any reports you may have added. In this video, you will learn how to use basic relationships (Section, Table, Row) in Salesforce.