Tag: tips & tricks

Nintex Drawloop: 5 Awesome Features (Part 2)

Advanced Optional Documents

Automatically include or exclude a document based on a field value. Making work less work…

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Allow the user generating the document to change the order of the documents. Can you imagine how useful this is if you are generating PowerPoint slides? Amazing.

Pause to Edit

This feature generates the document with your Salesforce data in the original file type (Word, Excel, etc) then allows you to download to make changes. Once you make changes you re-upload the document and it continues on the delivery path. This is a great feature when you need to make any manual edits prior to a delivery option such as Email.

Read more about the Pause to Edit feature here.

Job Queue

If you generate one document and get an error, you see the error code on your screen. But what if you are generating hundreds of documents at once? Nintex Drawloop developed this genius interface that will display the number of documents being generated, how many are successful, and how many resulted in an error. You can even see the error messages in the custom interface.

Read more about the Job Queue and how to enable it here.


This is another field you will need to drag and drop onto the Document Package page layout. Place the locale code in this field to ensure all dates, current, and numbers are displayed in your generated document correctly. Use a field tag in this field to make it dynamic.

Find a list of locale codes here.

Nintex Drawloop: 5 Awesome Features (Part 1)

Button Wizard

Easily create customized buttons to trigger the document generation process. No need to spend hours trying to figure out button parameters and perfect syntax!

DocGen Queue

Send multiple files (Word, Excel, PPT, PDF) to the DocGen Queue and quickly bundle them into a single document. This is great for non-profits who are using MassLOOP to create donation letters that need to be printed and physically mailed.

Set Security

All admins know how painstaking and complex permissions can be. Thankfully the geniuses at Nintex Drawloop made this extremely simple for customers! Easily control who can view and run Document Packages by using the interface on the Document Package record.

Use Admin Credentials

When using the Insert-Update feature, this checkbox will allow the Chatter post, Task, or record created to have the System Administrator as the creator. Pretty cool.

Keep Word Formulas

Okay so you probably haven’t seen this option before. You will need to drag it onto the Document Package page layout. This is a key feature when troubleshooting document containing Word formulas. Setting your Document Output type to ‘Originals’ and marking this checkbox on the Document Package will ensure your formulas are not flattened, allowing you to toggle and correct any mistakes made. I recommend adding this field to your page layouts for future use.

Run a DDP Without a Button

Bouncing around in customers orgs all day can sometimes make you feel like a detective. Which button should I click? Why are there three buttons with names suggesting they could all generate documents? Why does this button have pages of code and do I really have to go through it all? If I click the wrong button, what will happen?! I could easily spend over 15 minutes doing detective work to ensure I would not click the wrong button and affect the customers org, and business. Mind you, these customers have given me permission to enter their org and run their DDPs. But sometimes, the instructions provided are confusing and vague… or the Salesforce admin is out of the office. Thankfully, there is a handy way to run a DDP without having to click a button.



1. Navigate to the record and before the record Id add ‘apex/loop__looplus?eid=
Before: URL Before
After: URL to Run DDP

2. Run your DDP 🙂

You got 99 problems but running a DDP aint one anymore!

Easily Convert PDF Files to Word

While working with multiple Salesforce consultants during my time at Drawloop, I’ve found that many times their clients will provide them with a PDF document rather than the original Word files. Whether this is due to the original template being lost or hard to retrieve due to security concerns, it creates a significant amount of work for the consultant to recreate the template in Word in order to continue with the document generation portion of their projects. Every once in a while a consultant will ask if we happen to have a tool to convert the PDF file to Word, often not expecting us to reply with a “yes!” And each time they are surprised how easy it is using Adobe Acrobat.

How To:

1. Open your PDF template while in Adobe Acrobat
2. Go to File > Save as Other > Microsoft Office > and select Word Document

PDF to Word
3. A pop-up window will appear to save the new document. Give the document a name and a folder to store the new .docx template.

Quickly Toggle Between Salesforce Classic and Lightning

App Name: Launch It! by OyeCode
Type: Chrome Extension
Purpose: Click the extension icon to toggle between Salesforce Classic and Salesforce Lightning views
Get it: Click Here!

Comments: Most hacks previously used to get to Salesforce1 now redirect you to Salesforce Lightning (ex: adding one/one.app at the end of a URL). This app appears to have been built to toggle between Salesforce Classic and Salesforce1 but now quickly redirects you between UI’s.



Stop Verifying Your Identify When Logging Into Salesforce


Nothing is worse than being presented with the ‘Verify Your Identify’ page when trying to log into Salesforce. It forces you to open your email application, wait to receive an email from Salesforce with containing your verification code, copy and phttps://community.nintex.com/community/document_generationaste said verification code into the Salesforce browser page… It is a small nuisance but if you log into multiple orgs each day as I do (and often in incognito mode) you realize the frustration this can cause. So how do you get around this?


1. While logged into your Salesforce org, click Setup in the upper-right hand corner.
2. Search for ‘Network Access’ in the Quick Find

3. Click ‘Network Access’
4. When presented with a list of Trusted IP Ranges, click the New button.


5. Enter ‘’ in the Start IP Address field. Enter ‘’ in the End IP Address field.




6. Click Save
7. Test!