-
Overview of Nintex DocGen for Salesforce
-
Building a DocGen Package
-
Tagging and Row Replication
-
Testing and Migrating your DocGen Package
-
Module Test
-
Course Feedback
Nintex DocGen™ for Salesforce - Beginner
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.
Course objectives:
- 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
This is a required course for the Workflow Professional certificate.