Download to read offline
Uploaded byDocFluix, LLC
Using Nintex Workflow Cloud with Salesforce for customer surveys
The document outlines the qualifications and services provided by Tom Castiglia, a Microsoft Practice Director and a speaker at SharePoint conferences. It details his expertise in SharePoint and Office 365 solutions, including content migration, information architecture, records management, and custom development. Additionally, it highlights integrations with various cloud services like Salesforce, Box, and Dropbox, and describes workflow automation tools and features available in his offerings.
More Related Content
Similar to Using Nintex Workflow Cloud with Salesforce for customer surveys
Using Nintex Workflow Cloud with Salesforce for customer surveys
- 3. KMBS/ECM - Microsoft Practice Director Speakerat various SharePoint Saturday conferences President of the San Diego SharePoint User Group Nintex vTE (virtual Technical Evangelist) @TomCastiglia linkedin.com/in/tomcastiglia slideshare.net/tomcastiglia tcastiglia@kmbs.konicaminolta.us meetup.com/sanspug/
- 4. Full Service SharePoint/ Office 365 Solution Provider Content Migration Office 365 FastTrack Information Architecture & Taxonomy Design ECM & Records Management Collaboration & Portals Workflow & Online Forms (Nintex, Flow) Custom Development & Branding Gold Cloud Productivity
- 5. Rich integration withcommon cloud services Salesforce Box Drobox Dynamics CRM Databases Slack ZenDesk … No dependency on SharePoint or Office 365 Cloud Optimized Browser-based, Intuitive Drag and Drop Designer
- 6. • External Start •Scheduled Start • Public Web Forms • Nintex Mobile Nintex • Box • Citrix ShareFile • Dropbox Business • Salesforce • Dynamics CRM • OneDrive for Business • Twilio Other Cloud Services
- 7. Communication 1.Express Approval 1.Send an Email i.Logic and Flow 1.Condition 1.RunIf 1.Parallel 1.Looping 1.State Machine 1.More… i.Operations / Utility Actions i.Add Time to Date i.Regular Expression i.Calculate a value (Math) i.Build String i.Format Date i.More… i.Collection Operations i.Add item i.Exists i.Clear i.Count i.Remove i.More… i.Integration 1.Call Web Service 1.Query JSON i.CRM 1.Salesforce 1.MS Dynamics CRM i.Cloud File Sharing 1.MS OneDrive for Business 1.Dropbox Business 1.Dropbox Business Team Management 1.Box 1.Citrix Cloud Share 1.Google Drive i.Databases 1.SQL 1.MySql 1.Postgre SQL i.Other Cloud Services 1.DocuSign 1.ZenDesk 1.Slack 1.Twilio 1.Marketo
- 8.
- 9.
Editor's Notes
- #19 Select the desired connection (same one used in Start Event) The select the Object from the drop down list In this case, the Account ID was provided as a Start Variable from the Salesforce Case Closed start event. SO we pass that value into Object ID field. We can now select which Account fields we want to return. In this case, I selected Account Name and Account Number.
- #20 This is the same as with Account, but we are retrieving details for the customer Contact that is assigned to the Case. We’re retrieving Full Name, Email, Contact Description, First Name, Last Name. Essentially we’ll need to use the Account and Contact info in the survey notification that we send to the contact.
- #21 This is the same as with Account, but we are retrieving details for the customer Contact that is assigned to the Case. We’re retrieving Full Name, Email, Contact Description, First Name, Last Name. Essentially we’ll need to use the Account and Contact info in the survey notification that we send to the contact.
- #22 This is the same as with Account, but we are retrieving details for the customer Contact that is assigned to the Case. We’re retrieving Full Name, Email, Contact Description, First Name, Last Name. Essentially we’ll need to use the Account and Contact info in the survey notification that we send to the contact.