Deploy custom objects for the app

This topic describes how to make objects for Nintex Drawloop DocGen® for Salesforce available to all the users in your organization, if you chose Install for Admins Only during installation. You have to change the deployment status for all the custom objects for the app.

Tip: If you chose Install for All Users or Install for a Specific Profile during installation, you don't have to perform the procedure in this topic.

Deploy custom objects for the app

You have to change the deployment status for all the custom objects for the app. After you complete this procedure, see recommendations below for getting users in your organization provisioned to use the app.

To deploy custom objects

  1. From Setup, enter Objects in the Quick Find box, then click Objects to display a list of your organizations custom objects.

  2. On the Custom Objects page, for each custom object of the Nintex Drawloop DocGen® for Salesforce installed package, click Edit.

    List of custom objects for Nintex Drawloop DocGen® for Salesforce

    • Component

    • Component Group

    • Component Group Component

    • Connected Component Group
    • Delivery Option
    • DocGen Package

    • DocGen Package Template

    • Document Request

      The Document Request object appears as Document Queue on profiles in Custom Object Permissions.

    • Form Field

    • Form Rule

    • Form Step

    • Insert-Update

    • PDF Stamp

    • Recipient

    • Relationship

    • Secure Field

  3. Under Deployment Status, click Deployed and then click Save.

Next steps

Assign app permissions and licenses for users in your organization or manage your subscription. For more information, see Manage user licenses and permissions and Purchase, upgrade, or manage edition options.

Related information

Purchase, upgrade, or manage edition options

Manage user licenses and permissions