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Event

DocGen + Apps + AI Dreamforce Lunch & Learn

  • One Kearny Club, 23 Geary St, 5th Floor, San Francisco, CA, 94108
  • October 14th
  • 12:00 PM – 1:30 PM PT

Learn how to maximize Salesforce & minimize the work

Join us in the Nintex Recharge Lounge (about a 5 minute walk from the conference) for a healthy lunch and learn how to generate AI-powered documents and apps, all in Salesforce—without coding.

Are you in the public sector or a non-profit? Learn how to automate citizen and donor services like permits, notices, approvals, and donations so you can serve faster and communicate smarter.

Are you in financial services? Learn how to accelerate client onboarding and interactions—from KYC to loan docs to disclosure statements. Automate the paperwork so you can focus on the client.

Are you in manufacturing? Learn how to auto-generate BOMs, quotes, service orders, vendor contracts, and compliance docs by connecting Salesforce CRM to your ERP, WMS, and SCM systems to take the manual work out. From your factory floor to the front office, automate every document with confidence.

We’ll cover:

  • How to easily generate complex documents using Nintex DocGen & Salesforce
  • How to use the AI-powered Nintex Agentforce Connector to build documents without leaving Salesforce
  • Intro to building customized experiences with Nintex Apps for Salesforce

Hope to see you there!

 

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Because seeing is believing, let us give you a firsthand look at how Nintex can work for you.