1.25 | 2/6/2023
Post-Installation, Document Generation, How-To, Upgrade
Our App is designed from the ground up with a very low footprint!
Being 100% native within Salesforce means your data never has to leave your org at any point of the document-generating process. We continue to add more features and functionality as our friendly Admins and Devs are always looking for new ways to improve your experience. Use these steps to get started.
Let’s Begin
Go visit our site at www.mambomerge.com and click the INSTALL link from the navigation menu on the top-right side of the homepage.
The install link will redirect you to the Mambo Merge AppExchange download page, go ahead and click on the Get It Now button to begin the process.
A popup window will now appear asking you to choose where to install the package. Choose either a production or sandbox based and select the account to login, verify, and use for this installation. Once selected proceed by clicking on either Install in Production or Install in Sandbox.
Next up is the review and confirm installation details by selecting the checkbox to agree to the terms and conditions and then pressing the Confirm and Install button to proceed.
Login to the production org or sandbox by entering the username and password credentials.
Now select the type of install to grant users access to select users (Admins Only, All Users, or Specific Profiles) and click on the Install button. You can always change access rights to users after installation.
Note: If you already installed Mambo Merge you will see an Upgrade button instead.
The installation will proceed and can take a few minutes to complete.
Once the installation is complete you will be prompted with some Post Installation Instructions to help you get started using the app. Press Done to close out the window and take you back to your org.
Finally, you will be redirected to the Installed Packages within the production org or sandbox. This screen will display the installed app along with some details to outline what has been installed.
GREAT WORK!
Now you are ready to add your first component within an object page.