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DOCUMENTATION (CURRENT)

v8.x Documentation v6.x-v7.x Documentation

TRAINING & VIDEOS COMMUNITY

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
In Queue (Classic, Salesforce)
Take Assignment 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

Take Assignment screen (Classic, Salesforce)

Full documentation coming soon.

Take Assignment screen — Figure 1. Take Assignment screen

AgilePoint NX Product Documentation

Documentation Updated: January 5, 2026

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

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Troubleshooting

Process Activities

Javascript for eForms

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