Introduction
RadixBay recently completed a project for a client to automate the creation and delivery of a large number of complex contractual and procedural documents directly from Salesforce.
RadixBay Salesforce Team Lead Ora Bransford demos several uses cases that highlight Nintex Drawloop DocGen’s document creation capabilities.
Ora shows you how to instantly build and share documents with just a few clicks from directly within Salesforce. No code, no more cutting and pasting, no more errors.
If you would like a copy of the slides Ora used in the video, you can download them here.
Video Demo – Automating Salesforce Document Generation with Nintex
To learn more about the services I provide to our clients, please visit our RadixBay Salesforce Center of Excellence.
Ora Bransford
RadixBay Senior Salesforce Consultant
Salesforce Certified Administrator
Salesforce Certified Advanced Administrator
Salesforce Certified Sales Cloud Consultant