1.
Salesforce Admin Group, Trichy
Tour to DocGen Lightning
Experience

2.
Kadhar Basha J
Salesforce Admin Group, Trichy
Trailblazer Community Group Leader
Sundaravel J
Salesforce Admin Group, Trichy
Trailblazer Community Group Co-Leader
MST Solutions
Salesforce Admin Group, Trichy

3.
Salesforce Admin Group, Trichy
Harini
Renganathan
Software Engineer II
MST Solutions

4.
Today’s Agenda
• Introduction-Why DocGen ?
• How to generate Document using Nintex Docgen –
Package and Set up
• Traversing to Objects
• Merge Format
• Questions & Answers

5.
Introduction
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• Why Go for Docgen When VF Pages are available ?
Downloading Document DocGen can be a quick
alternative to VF pages for faster Development because of its
no Code Feature.
• What is Nintex DocGen ?
Nintex Drawloop DocGen for Salesforce is a no-code
solution that automates your document generation and delivery
process from data stored in your Salesforce org.

6.
Installing DocGen
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• Using this link -http://rebrand.ly/drawloop-install-
prod
• Login to org
• Provide permissions for admin or all users based on
requirement
• Finish
• Set up ->Installed packages ->Nintex Docgen will
appear

7.
Creation Of DocGen Packages in Salesforce Org
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• Once DocGen Package is installed we can find Nintex DocGen app
• Click on Nintex DocGen , find objects like Documents and Docgen
Packages
• Creation Of Package – 6 steps
• Basics
• Delivery options
• Relationships
• Insert Updates
• Tag Documents
• DocGen Package Template

8.
DocGen Button
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Lightning view
• Set up ->Object manager ->Choose the object that is
required
• ->lightning Actions > Drag and drop the Document
Generate Button >Save
In classic
• Page layout >Buttons >Drag and drop the Document
Generate Button >Save

9.
Merge Format
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• Sample Check Box Code :
Syntax :{IF<<“Field Name from SF”>>= “condition” “if true” “if false “}

10.
Any
Questions
so
far