How to: Unrelated Data in Nintex Document Generation for Salesforce

How to: Unrelated Data in Nintex Document Generation for Salesforce

Merge unrelated data into your document package

About this course

Unrelated data is a relationship type that allows you to retrieve information that meets your filter criteria and is not related to the record you are generating a document from. In this video, you will learn how to create a new relationship to include all opportunities listed in a document.

 

About this course

Unrelated data is a relationship type that allows you to retrieve information that meets your filter criteria and is not related to the record you are generating a document from. In this video, you will learn how to create a new relationship to include all opportunities listed in a document.