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Nintex Agentforce Connector

Generate consistent documents from your Agentforce agents

Overview

Connect Nintex DocGen into Salesforce Agentforce, enabling users to create documents with a simple request.

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See How Nintex Agentforce Connector Works

  • Use a simple request to generate your Nintex DocGen documents in Agentforce.

  • Completed documents are stored in the account, opportunity, or appropriate location.

  • Completed documents can be used how you want: emailed, sent for e-signature, moved to storage, etc.

This feature of Nintex DocGen connects into the Salesforce Agentforce platform, enabling documents to be created with a simple language request. Users can request documents to be generated through the Agentforce screen and do not need to be in the opportunity or account. Simply type in the request, and Agentforce will clarify if needed, to build for you the exact document you want. The document is generated and placed in the account, or opportunity, for you to distribute as you need. Send it out for signature, email the document, or place it in storage. Must have licensed Nintex DocGen for Salesforce and have Agentforce activated to use.

Categories

Industries
Horizontal Product
Financial Services
Public Sector
Personas
Business Operations Manager
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Agentforce
Sales Cloud
Service Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Revenue Cloud
Salesforce Editions
Enterprise
Unlimited
Developer
Supported Languages
English

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