Add Nintex eSign for Salesforce Lightning Interface to Custom Objects

Important: Nintex eSign is no longer available to download through the Salesforce AppExchange and is no longer supported in Salesforce Lightning. It is recommended to use Nintex DocGen for use with Salesforce Lightning.

Follow these steps to configure the Nintex eSign for Salesforce Lightning solution to work with any custom object.

Adding A Lookup Field For The Custom Object

To add a lookup field for the custom object, click the Settings icon, then click Setup.

  1. Next, in the Quick Find menu, search for Objects, then click Object Manager.

  2. Click the blue hyperlink of the AssureSign Envelope object.

    It is critical the relationship is created from Nintex eSign Envelope rather than from the custom object to Nintex eSign Envelope.

  3. Click Fields and Relationships in the left hand panel:

  4. Click New in the center of the page, next to the Quick Find header.

  5. For Data type, select Lookup Relationship.

  6. Click Next.

  7. For Related To: select the name of your custom object:

  8. Click Next.

  9. Click into Field Name to prepopulate the field name, and add a Description and Help Text if you wish.

    The Field API name of the field. You will need this, and your custom object's API name in the latter half of this help set.

  10. Click Next.

  11. Modify the permissions on the next page as necessary for your organization structure.

  12. Click Next. Click Next again.

  13. Click Save.

Adding an Nintex eSign Object Mapping

In the Setup Quick Find Menu, search for and click Custom Settings.

  1. Click Manage next to Nintex eSign Object Mapping:

  2. Click New.

  3. Populate the screen that appears with the Object Name, Field API Name, and Object API Name:

  4. Click Save.

  5. Finally, navigate to your custom object and send a test envelope.