Mail Merge in Salesforce in Minutes
Published in
1 min readSep 10, 2020
Ready to start producing professional-quality documents, straight from your Salesforce org, but you’re not sure where to start? We built Mambo Merge to make it easy, and we made this video to make getting it up and running even easier!
Join our CIO Matt Kaufman as he walks through:
- Installing Mambo Merge from the AppExchange
- Adding it to a page in your Salesforce org
- Creating a document template
- Uploading that template
- Configuring the component
And all in under 10 minutes! Check it out!
If you still need a hand, we’ve got a support page built out here and, if you have ideas for features or functionality you’d like to see in the future, drop us a line! We’re always open to new ideas!
Don’t forget to subscribe to our YouTube channel for more helpful Salesforce news, tips, and tricks and, until next time, keep working hard, smart, and happy. We’ll see you in the cloud.
