Nintex Training

Nintex University is the free and easy way to learn the Nintex platform. Nintex University offers training courses to help anyone learn to leverage Nintex Platform to build no-code automations to digitally transform their agency.

Check out the full training catalog here


Nintex DocGen for Salesforce – Beginner

Streamline contracts, quotes, and proposals with Nintex Document Generation for Salesforce. This module provides an overview of the features and functionality with Nintex DocGen for Salesforce.

Objectives:

  • Set up, configure, navigate, and manage your Nintex DocGen environment
  • Create sophisticated document packages using business logic, permission sets, and user profiles

Training course can be found here


Nintex DocGen for Salesforce – Intermediate

This course will provide you with an intermediate level knowledge and understanding of Nintex Document Generation for Salesforce. You will learn more advanced skills for:

  • Merging data from multiple Salesforce records
  • Updating documents with external objects
  • Adding features such as e-sign to your documents
  • Customizing the deployment of DocGen packages

Training course can be found here