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”