From Vision to Execution: Scaling Business with Document Automation and App Development

In a rapidly evolving business environment, automation, integration, and scalability are no longer just options—they are imperatives. This session provides an in-depth exploration of Document Generation and Application Development within the Salesforce ecosystem, focusing on how these capabilities address complex business needs. We’ll delve into the origins of Nintex's leading solutions—Nintex DocGen and Nintex Apps for Salesforce—and demonstrate their transformative impact on processes like contract management, compliance documentation, and custom UI development. Key topics include strategies for integrating automation with tools like Salesforce Flow Builder and Nintex Automation Cloud, optimizing document branding and multi-object data pulls, and addressing compliance in regulated industries. With a lens on real-world use cases, such as automated field document generation and advanced workflow integrations, attendees will gain actionable insights into best practices and emerging trends, including AI.