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    Nintex Knowledge Base

    Nintex Workflow for Salesforce Overview

    Overview

    Nintex Workflow for Salesforce is a Lightning app that allows you to access Nintex Workflow Cloud from within Salesforce. Using this app, you can design Nintex workflows, monitor their activity, and pause them, all without leaving Salesforce. You can show Nintex workflow forms directly in relevant records. For example, show a discount approval workflow form in opportunity records.

    Move beyond simple task automation to achieve intelligent process optimization natively in Salesforce, and go from quote to close to customer success more often with Nintex Workflow for Salesforce.

    The example animation shows a Salesforce user opening Nintex Workflow for Salesforce and then editing a discount approval workflow.