Authorize Nintex Drawloop DocGen® for Salesforce to run the Scheduled DocGen Packages, Mass DocGen Packages, or Insert-Updates with elevated privileges. You click the authorization button, giving the app permissions to run these tasks, as the user who clicked the button.
Authorize the app
You must authorize the app to run Scheduled DocGen Packages, Mass DocGen Packages, or an Insert-Update with elevated privilege.
To authorize the app
Note: This procedure requires the Salesforce Customize Application permission
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From the Force.com app menu, select Nintex DocGen, and then click DocGen Admin.
Tip: You can also select this from Lightning with the
App Launcher. -
On DocGen Admin, click Authorize Nintex Drawloop DocGen® for Salesforce.
Tip: If you want to authorize the app to run under a different account than the one you're currently using, log into the account you want the app to use and click the button again.
(Optional) Create an integration user identity
You can create a user especially for authorizing the app, so that tasks performed by the app (such as Chatter posts or Salesforce record manipulation), are attributed to the user identity you create. This identity is known as the integration user. Give it a name that seems appropriate and identifies it as an agent of the app. For example, call it Nintex Drawloop DocGen® for Salesforce (or whatever you like).
Tip: If you skip creating an integration user, it's fine. Everything still works. Any tasks the app performs will be attributed to whomever authorized the app.
To create an integration user
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From Setup, add a user. For more information, see Add a Single User.