Nintex DocGen for Salesforce - Run DocGen Package

The Nintex DocGen for Salesforce- Run DocGen Package actionA tool for building the processes, logic, and direction within workflows. triggers the Run Document Package in Salesforce.

Note: Nintex DocGen for Salesforce must be installed in the Salesforce org that you want to use the Run Document Package action with. See the Nintex Drawloop DocGen for Salesforce help documentation for more information.

Before you start 

Configure the Nintex DocGen for Salesforce - Run Document Package action

In the Designer page: 

  1. Click the Nintex DocGen for Salesforce action group in the action toolbox.

    or

    Find actions by browsing action groups or by typing an action name or function in the Search field at the top of the action toolbox.

  2. Drag the Nintex DocGen for Salesforce - Run Document Package action to the point in the workflow when you want to run the document package in Salesforce.
  3. Click the Nintex DocGen for Salesforce - Run Document Package action.
  4. Select a Connection.

  5. Select a Salesforce Object.
  6. Select the DocGen Package you want to run in Salesforce.
  7. Select a Delivery Option.
  8. Type a Record Id.

For more information on the fields and buttons, see Run Document Package action fields, buttons, and settings.