Frequently Asked Questions - FAQs

1.25 | 2/2/2023
Post-Installation, Document Generation, FAQ, Questions, Answers


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Is Mambo Merge Secure? Is it Native?

Mambo Merge is a 100% native app within Salesforce which means your data never leaves your org. Rest assured that from start to finish each digital document merged data never leaves your org.

What is a Component?

A component is an instance of Mambo Merge that is added to a lightning page in order to gain access to its features and functionality, based on the object (standard or custom) you plan to merge data from. You can have multiple components of the same object that can be used for various use cases.

What is a Configuration?

A configuration is a series of actions that will be saved and activated to tell a component what to do after a certain button or dropdown is selected. You can create as many configurations as you need and use them across multiple components. But, you can only use one configuration within a component. Configurations can always be edited and will update automatically to the component(s) linked. Each configuration will help configure the object, records, relationships, templates, post-merge actions, and layout that a component will utilize.

What is the difference between Single Record, Records Where, From Flow, and From Report?

Each configuration must define what records will be affected by a merged document. A Single Record will create a merged document with only the current record’s data and be able to apply post-merge actions to that record. While a Records Where can be used to define the conditions to apply a merged document to all records that meet the condition while at the same time being able to apply post-merge actions to all those records. A From Flow will allow you to merge documents within a screen flow, making it convenient to generate documents within a flow. Lastly, From Report allows you to generate documents from reports generated. Currently, this feature is only available for opportunity reports but will expand to other reports in the coming releases.

What is a Template?

A template is a document that contains merge field syntax which a Mambo Merge component will use in order to identify what field data is needed within a certain object. This data will be used to replace the merge field syntax in order to convert a template into a merged document.

What is a Merged Document?

A document generated after a Mambo Merge component has replaced all merge field syntax with field data within a certain object.

What are Relationships?

The ability to gather merge field data outside the object’s scope when certain parent/child or custom field data is needed within a merged document. You can use Relationships to tell Mambo Merge how those merge fields are related to retrieving the corresponding data to add to your merged document. We help simplify the process by providing the option to set these up within a configuration.

What is a Post-Merge Action?

After a template is merged you can tell Mambo Merge to take additional actions such as updating an object records’ field, creating a task, or even sending out an email. These actions help automate the next steps required while generating documents within certain use cases. We help simplify the process by providing the option to set these up within a configuration.

How many Templates can be used in one Component?

You can create as many templates as you seek or need. However, our intention with templates is to utilize conditional formatting in order to identify slight differences when generating one type of document versus another. This way one template can be used to generate multiple documents and the differences between each document generated is based on conditions met or not met when merging field data is analyzed.

Each component of Mambo Merge can have one template attached in our free edition however in our paid edition you can attach as many templates as needed in a dropdown or button layout. Keep in mind that the page layout will change as more buttons are added to one component of Mambo Merge.

Can I control who has access to which templates?

Yes! you can use built-in Salesforce component visibility to limit which Mambo Merge component is visible based on field record, device, permission, or user. Easily go to a page layout, select the component and a filter option will be available.

What is the limit of Documents I can generate?

There is no limit to the number of documents Mambo Merge can generate within each component. However, the amount of storage available within your Salesforce org may place a limit based on the total number of documents stored plus any additional documents you plan to generate in the future.

What’s the big difference between Free, Standard, and PRO editions?

Our Free Edition provides the essentials needed to generate Word documents right out of Salesforce. In our paid editions more features are unlocked to generate Excel, PowerPoint, HTML, and PDF documents while being able to save these documents directly to individual records. Documents generated in all editions are secure because the data used to generate them never leaves your Salesforce org. We include 30 days of our PRO edition upon installation so you’ll have all features unlocked and available within the app.

Can Mambo Merge generate Excel and Powerpoint documents?

Our paid editions unlock the ability to generate these types of documents.

Does Mambo Merge work with AdobeSign or DocuSign?

Yes it does, by using our paid edition you can go ahead and sync up a template with either AdobeSign or Docusign.

Can I use my mail merge Template notation with Mambo Merge?

Our Templates utilize the double curly brace notation {{Merge_Field_Name}} with a field name callout as the default. There are options to change the notation within a component to match that of your mail merge template. However, we always recommend double-checking each mail merge callout to ensure the field name matches the syntax utilized within a Mambo Merge component.

Does Mambo Merge recognize Parent and Child Objects?

Using our paid editions you can use relationships that tell Mambo Merge how to handle parent and child objects. Based on what object the component is installed, relationships help gather data outside that object’s scope.

Am I able to preview my document before it is generated?

You can create a configuration and convert a document into a PDF, at which point you will have the option to generate a preview. Currently, we only offer previews while converting documents into PDFs but may add to other types of documents in a later installment.

Where can I add a Mambo component?

You can add as many components as needed within each custom or standard object’s page layout. Each component can be configured separately from the rest.

How does Mambo Merge work with rich text? Does the Free edition allow merging rich text?

Currently only our paid and trial editions allow merging rich text formatting. However, we are always adding more functionality, and maybe something available in our Free edition in a future installment.

How often does Mambo Merge update? Do I have to worry about changes to my Configurations?

We tend to release new updates to Mambo Merge every other month. However, changes are not pushed and can only be obtained by going to AppExchange and downloading the latest version.

I want to update the records’ status when I merge the documents. Is there a way to do that with Mambo Merge?

We provide the option to use Post-Merge Actions to achieve this. Whether you need a record field updated, task created or email sent. Our post-merge actions help build these within each configuration.

As an Admin, do I need to know code to use Mambo Merge?

Not necessarily, we try to make the process as simple as possible to implement, install and make changes. However, it may help if customization may be needed.

Can a Mambo Merge component be active on a page based on condition or user?

Using Salesforce built-in conditional visibility you can filter what components show up on a lighting page based on field, user, or condition.

How can I check what version of Mambo Merge I am on?

Each component displays the edition and version currently installed by going to the components’ gear icon and selecting Support. Each edition is either a Trial, Free, Standard, or PRO while the version number usually begins with 1.xx.xx.

How do I know what merge field syntax to use?

Field merge syntax notation is basically the Salesforce field name within each object. One way to identify what syntax to use is by going into Salesforce, locating the field, and retrieving its name. The built-in method consists of using the Merge Data preview within a configuration or using the Template Builder. Either one works the same and helps identify the field name and value to confirm the syntax you are using is correct.

How does Mambo Merge address field-level security?

Mambo Merge adheres to 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.

The simplest way to do this is by using a formula or roll-up 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.

Can I choose from multiple templates within a Salesforce record like a dropdown list or multiple buttons?

It can be done by using either one of our paid editions which unlocks the ability to create configurations for dropdown lists or multiple buttons within a Mambo Merge component.

Can I create a separate document(s) for multiple records?

Our paid editions provide the Records When selection which allows you to define the conditions that will be met to generate documents for each record that meets those conditions. You can individually generate each document for each record or compile all documents generated into one larger document.

Can I send multiple emails out, once a file(s) is generated?

Our 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?

Our 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

The information within an IF statement does not have to be related to the condition evaluated. In the case of a contact record 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 a particular payment plan display certain information, or if there is a discount on a quote display a discount column with the amount.