Nintex DocGen for Salesforce

Nintex DocGen for Salesforce is an application that extracts data from custom or standard objects in your Salesforce org, and includes the extracted data in documents it generates.

In the context of Nintex Automation Cloud, Nintex DocGen for Salesforce is a connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. used to create connections for Nintex DocGen for Salesforce actions.

Create a Nintex DocGen for Salesforce connection

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.