Nintex Drawloop DocAutomation for Salesforce

Move beyond simple task automation to achieve intelligent process optimization natively in Salesforce, and go from quote to close to customer success more often with Nintex Drawloop DocAutomation for Salesforce.

What is Nintex Drawloop DocAutomation for Salesforce?

Nintex Drawloop DocAutomation for Salesforce is an app that allows you to access Nintex Workflow Cloud from within Salesforce. Without leaving Salesforce, you can use this app to:

  • Design Nintex workflows.
  • Monitor workflow activities.
  • Pause activities.

You can show Nintex workflow forms directly in relevant records. For example, show a discount approval workflow form in opportunity records.

The following sample animation shows a Salesforce user opening Nintex Drawloop DocAutomation for Salesforce and then editing a discount approval workflow.

Note: Instructions in this topic assume the use of Salesforce Lightning. The Nintex Drawloop DocAutomation for Salesforce app is also available in Salesforce Classic.

Before you start 

1

Get started with the Nintex Drawloop DocAutomation for Salesforce app

Getting started with the Nintex Drawloop DocAutomation for Salesforce app involves installing the app in your org, connecting to your Nintex Workflow Cloud tenancy, and granting app access to others.

Note: My Domain must be implemented in your Salesforce organization. Your Salesforce org URL indicates whether or not My Domain is implemented. For example, "https://acme.my.salesforce.com" implements My Domain; "https://na35.my.salesforce.com" does not.

Start a Nintex workflow from Salesforce

You can start a Nintex workflow from Salesforce by submitting its associated form or otherwise satisfying the workflow's start event configuration. For example, a workflow configured to start on new lead records automatically runs when you create a lead record.

Salesforce users can submit forms directly from the record of interest when the workflow is configured to display in the Nintex Workflow component.

2

Add the component: Nintex Workflow

Let users in your org run Nintex workflows. When the Nintex Workflow component is added to the page layout for the related object, users in your Salesforce organization can view and run workflows from Nintex Workflow Cloud in the context of a given record.

Use the Nintex Drawloop DocAutomation for Salesforce app

You can design, browse, pause, import, export, and delete Nintex workflows from Salesforce. You can also monitor Nintex workflow activity and terminate instances from Salesforce.

3

Configure the Nintex Drawloop DocAutomation for Salesforce app

You can disconnect the app from tenancies or user accounts as well as remove users from the app and component.

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