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DOCUMENTATION (CURRENT)

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Salesforce App

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Salesforce App
About the Salesforce App
AgilePoint NX Dashboard (Classic, Salesforce)
Manage tasks and processes in the Salesforce App in the Classic view
Delegations tab (Classic, Salesforce)
Add Delegations screen (Classic, Salesforce)

Salesforce App
About the Salesforce App
- Install and Configure the AgilePoint NX App for Salesforce
  Installation and configuration
- AgilePoint NX Dashboard (Modern, Salesforce)
  Manage tasks and processes in the Salesforce App in the Modern view
- AgilePoint NX Dashboard (Classic, Salesforce)
  Manage tasks and processes in the Salesforce App in the Classic view
- Manage Center for Salesforce
  Administration for the Salesforce App

Add Delegations screen (Classic, Salesforce)

Full documentation coming soon.

Add Delegation screen — Figure 1. Add Delegation screen

AgilePoint NX Product Documentation

Documentation Updated: November 17, 2025

This Page Applies To: AgilePoint NX v9.0, Software Update 1

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