Template building: time consuming, troublesome, easy to get wrong; all problems that sound familiar with your current document management in Salesforce?
The Field Tagger in Nintex DocGen for Salesforce makes it much easier to build templates. If the “field tag” term is new, it’s the Nintex way of describing a merge field, which is used to bridge the data field that exists within Salesforce inline with the template built using a Microsoft Office app (Word, Excel, PowerPoint, etc.) or PDF.
The tagger is conveniently located in the DocGen Packages object in Salesforce:
It produces an easy-to-use screen that helps you easily locate the correct “field tag” to capture the right piece of data you want to use.
You can narrow your search to the Main Object, including custom objects, in no time via a drop-down-menu. If you already know the field you want, there is a drop-down for that as well.
Another powerful feature is the ability to look up an existing object record. This solves a very common problem in template building when trying to pull data from Salesforce. How many times have you thought you were using the right field, but the data says otherwise?
Well with DocGen for Salesforce and the Field Tagger tool, that problem is a thing of the past. You can use the “Lookup Data” functionality to explore an existing record of an object in order to identify exactly the data that will be pulled using that tag.
Next is deciding the type of document that tag will be used for, such as Word or Excel. Through a simple drop-down selection, you are prepared for all eventualities.
Once you make your selection, you can move on the the fun part, moving the tag from the tagger to the template, and Nintex has made this easier than ever. Simply copy and paste the tag into the template where you want it.
This method is a super-fast way to place your merge field where you want and combine this tool with Microsoft’s robust formatting ability. However, for you PC users out there, Nintex has an alternative method for adding these tags.
PC users can access to an add-in within the Office tool itself, which easily connects you to Salesforce using your existing credentials.
Additionally, those not using DocGen for Salesforce who still want to use Nintex DocGen for their other platform needs: Not to worry, Nintex has you covered! Nintex also offers the same type of add-in as before, which you can connect your Workflow platform to.
As the focus on this blog is on DocGen for Salesforce, you can find more information on the Nintex DocGen topic in our Help Files.
There you have it — answers to your template-building challenges. For more information on the Nintex Document Generation tool for Salesforce, please check out the DocGen for Salesforce Forum in the Nintex Community.