How to: Use Insert Updates in Nintex Document Generation

How to: Use Insert Updates in Nintex Document Generation

Automatically insert or update data in Salesforce when you generate a document package

About this course

The Insert-Update feature allows you to insert or update data in Salesforce when you generate a document package. In this video, you will learn how to configure the three types of Insert-Updates: create a Chatter Post, add a follow-up activity, and change the record's stage.

About this course

The Insert-Update feature allows you to insert or update data in Salesforce when you generate a document package. In this video, you will learn how to configure the three types of Insert-Updates: create a Chatter Post, add a follow-up activity, and change the record's stage.