what’s new : nintex workflow for salesforce › un... · 2018-03-08 · intro to nintex workflow...
TRANSCRIPT
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What’s New : Nintex Workflow for Salesforce
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Samuel Sysum
Product ManagerNINTEX
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Tracy Powell
Director of EngineeringNINTEX
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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
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Nintex Workflow for Salesforce
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Free on Salesforce AppExchange
rebrand.ly/nws
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Manage Workflows• Create New
• Edit existing
• Import from
Community
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MonitorInstances• Workflow Activity
• View Details
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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
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Demo time!
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A look into the future…
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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
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From the xchange mobile app, select “Survey” from the sessions that you attend
Complete the short evaluation
Click “Submit”
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