Nintex DocGen™ for Salesforce - Beginner

Nintex DocGen™ for Salesforce - Beginner

Streamline Contracts, Quotes, and More

About this course

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

Sections1 hr 0 min

  • Overview of 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
  • Module Test
  • Course Feedback

About this course

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

Sections1 hr 0 min

  • Overview of 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
  • Module Test
  • Course Feedback