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Mail Merge in Salesforce in Minutes
Posted on September 10, 2020 (Last modified on December 10, 2024) • 1 min read • 115 wordsReady to start producing professional-quality documents, straight from your Salesforce org but you’re not sure where to start? We built...
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 CEO 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!
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.