What’s New : Nintex Workflow for Salesforce › un... · 2018-03-08 · Intro to Nintex Workflow...
Transcript of What’s New : Nintex Workflow for Salesforce › un... · 2018-03-08 · Intro to Nintex Workflow...
What’s New : Nintex Workflow for Salesforce
Samuel Sysum
Product ManagerNINTEX
Tracy Powell
Director of EngineeringNINTEX
AgendaTuesday
SEAPORT H
Intro to Nintex Workflow CloudIntro to Nintex Workflow for SalesforceDemosA look into the future…
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Nintex Workflow Cloud
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Automate
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Automate
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Automate
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Automate
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Orchestrate
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Optimize
Nintex Workflow for Salesforce
Free on Salesforce AppExchange
rebrand.ly/nws
Manage Workflows• Create New
• Edit existing
• Import from
Community
MonitorInstances• Workflow Activity
• View Details
Lightning Component• Running Workflows
• Forms
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Pre-requisites
• Nintex Workflow Cloud tenant – or sign up for a free trial!
• My Domain – Lightning Component
• Modern Application
Demo time!
A look into the future…
Demo time!
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Lightning DocGen Package Designer• Lightning UI
• Relationships• Graphical visualization• Easier to access Field Tagger
• Document Templates• Easier Management• Local file for testing
• Delivery Options• Delivery Actions
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Learn more: Nintex Workflow Cloud• Creative Xtensions in Nintex for Office 365 and Nintex Workflow Cloud
3:15pm – 4:15p, Seaport F
• Improving the Sales to Cash Process in Salesforce with Nintex WorkflowsWed. Feb 28, 1:00p – 2:00p, Seaport H
• Nintex Workflow Cloud – Best Practices in Designing WorkflowsWed. Feb 28, 1:00p – 2:00p, La Jolla
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Get Started with Nintex for Salesforce
• Search “Nintex” on the Salesforce AppExchange
• Nintex Workflow for Salesforce – AppExchange• rebrand.ly/nws
• Nintex DocGen for Salesforce – AppExchange• rebrand.ly/nds
From the xchange mobile app, select “Survey” from the sessions that you attend
Complete the short evaluation
Click “Submit”