SELF: Introduction to Nintex DocGen for Salesforce 0 hr 15 min
Building a DocGen Package 0 hr 15 min
Tagging and Row Replication 0 hr 15 min
Testing and Migrating your DocGen Package 0 hr 15 min
SELF: Introduction to Nintex DocGen™ for Salesforce
Streamline Contracts, Quotes, and More
Streamline contracts, quotes, and proposals with Nintex Document Generation for Salesforce. This module provides an overview of the features and functionality within Nintex DocGen™ for Salesforce.
- Set up, configure, navigate and manage your Nintex DocGen™ environment
- Create sophisticated document packages using business logic, permission sets, and user profiles
The videos in this module will be updated soon using the new Salesforce Lightning Experience.
Expected completion time: 1 hour