How can I check what version of Mambo Merge I am on?
Within the Template Builder menu you will find the edition and version of Mambo Merge installed on the bottom right hand corner of the menu. Edition is either Free, Standard or Pro while the version starts with 1.xx.xx.
How do I know what merge fields to use?
Mambo Merge notation is basically the Salesforce field name. So one way to identify what to use is by going into Salesforce, locating the field and retrieving its name. The built-in method within Mambo Merge is the Template Builder. You select an object followed by a field and then Mambo Merge provides the merge field notation to use within your document. Keep in mind that the objects and fields available within Template Builder are based on where the instance is installed.
How does Mambo Merge address field level security?
Mambo Merge adheres and respects Salesforce security measures so any field not accessible by a user will not display data from any merge field request within any document. However, if another user with merge field access saves a document to that record and the user without access to the field has access to the record they will be able to see the document with the field data. There is no field security within a file, best practice is to identify a secured place to save files once generated.
How does the IMAGE() function height and width options resize an image?
This function takes the existing values of height and width and adjusts them by the percentage values passed. Meaning that if your existing image size is 500 x 400 pixels and you pass a percentage value of 50% for both height and width the output image will be resized to 250 x 200 pixels. You must take into account the original image size when resizing the height and width to ensure the image displays correctly within your document.
How to retrieve related data from fields outside the object instance?
The simplest way to do this is by using a formula field to pass the field data to a related object so Mambo Merge can identify the field and pull it up within the Template Builder. Link for instructions can be found here.
Will Mambo Merge be able to identify custom fields and objects?
All fields where the Mambo Merge instance is installed will be automatically pulled in regardless of whether or not it is a custom or standard object. However, you will need to use a configuration to identify a relationship between the object and fields or related list. The configuration tool is only available on Standard and Pro editions.
Can I choose from multiple templates within a Salesforce record like a dropdown list or multiple buttons?
It can be done by using either Standard or Pro editions which unlocks the ability to create configurations for dropdown lists or multiple buttons within a Mambo Merge instance.
Can I create a separate document(s) for multiple records?
Indeed, the Pro edition includes an API to write custom coding which can tell Mambo Merge what to do when the document is generated. We also have a recipe, a.k.a free code, which you can add to your org on top of Mambo Merge to perform such a task.
Can I send multiple emails out, once a file(s) is generated?
Or course, the Pro edition includes an API to write custom coding which tells Mambo Merge once the file is generated go ahead and email it, which includes bulk merge emails. We also have a recipe, a.k.a free code, which you can add to your org on top of Mambo Merge to perform such a task.
Can I generate a file(s) and save it outside of Salesforce?
Yes you can, the Pro edition includes an API to write custom coding which tells Mambo Merge once the file is generated go ahead and send it somewhere else like DocuSign. We also have a recipe, a.k.a free code, which you can add to your org on top of Mambo Merge to perform such a task
Can I automate the generation of documents with process builder or flow so that it triggers automatically?
Yes, the Pro edition includes an API to write custom coding which tells Mambo Merge when to appear on the screen and trigger based on an action(s) taken by a user. Mambo Merge must be within the screen to trigger and generate the document, however the instance can be hidden so it does not appear on the screen.
How is an IF statement related to its condition?
The information within an IF statement does not have to be related with the condition evaluated.In the case of a contact the IF statement is not that complex but when creating documents for invoices, quotes or orders that is where you start to see more variations of conditions evaluated. For example based on payment plans display certain information or if there is a discount on a quote display a discount column with the amount.