Creme de la CRM logo
  • Home 
  • About 
  • Tags 
Post
  1. Home
  2. Latest
  3. Mail Merge in Salesforce in Minutes

Mail Merge in Salesforce in Minutes

Posted on September 10, 2020  (Last modified on May 20, 2025) • 1 min read • 115 words
Share via
Creme de la CRM
Link copied to clipboard

Ready to start producing professional-quality documents, straight from your Salesforce org but you’re not sure where to start? We built...

Mail Merge in Salesforce in Minutes

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.

 Mark Your Calendars: Best Upcoming Events September 14, 2020 — September 18, 2020
2020: Save 20% on Your First Year of GSuite 
Follow us

The penultimate Salesforce resource

Click to Subscribe

         
Copyright © 2024 Creme de la CRM
Creme de la CRM
Code copied to clipboard