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DOCUMENTATION (CURRENT)

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

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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
My Tasks (Classic, Salesforce)
View Description 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

View Description screen (Classic, Salesforce)

Full documentation coming soon.

View Description screen — Figure 1. View Description 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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Troubleshooting

Process Activities

Javascript for eForms

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