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Overview of Nintex DocGen for Salesforce 0 hr 15 min
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Building a DocGen Package 0 hr 15 min
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Tagging and Row Replication 0 hr 15 min
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Testing and Migrating your DocGen Package 0 hr 15 min
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Module Test
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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