As I had mentioned in my last post, Nintex unveiled a slew of new Nintex Live actions (DocuSign, SalesForce.com, Dynamics
CRM) for Nintex Workflow last month. Whether you’re new to SalesForce.com (which I will refer to as SFDC going forward so that my fingers don’t go numb and / or bleed due to typing out SalesForce.com a gazillion times), like me, or it’s old hat to you, you may be interested in how you can now integrate your SharePoint content and other LOB data with SFDC easily with Nintex Workflow. The new SFDC Connector consists of 11 new actions and, coming later (Q3 ’14) this year, bidirectional mechanism for starting Nintex workflows from activities inside of SFDC!
In this post I’ll cover:
The SFDC actions
How you can get them
In my next post, I will point out some helpful resources in your journey toward SFDC & Nintex bliss as well as how the actions are actually configured and used in your workflows.
The SFDC Actions
Here is the complete list of the new actions in the SFDC Connector pack:
How can I get them?
You will need to add the SFDC Connector via the Nintex Live Store. You can trial the SFDC Connector (and all of the above actions) for 30 days via your Nintex Workflow for O365 designer right now. My counterpart, the amazing and handsome Vadim Tabakman, was kind enough to put together a quick video on how to add them. Check it out!
That’s all for now, but stay tuned! The step by step SFDC action walk-through will be posted shortly!