How to: Using Excel as Middleware in Nintex Document Generation for Salesforce

How to: Using Excel as Middleware in Nintex Document Generation for Salesforce

Use Excel to calculate manipulate report data and add it to your DocGen package

About this course

Learn how to use Excel formulas to manipulate or calculate Salesforce data within a cell and transfer it to any of your DocGen Package files. In this example, we will show you how to calculate the ROI in a quote document package.

About this course

Learn how to use Excel formulas to manipulate or calculate Salesforce data within a cell and transfer it to any of your DocGen Package files. In this example, we will show you how to calculate the ROI in a quote document package.