Want to try out a 100% native solution to generate professional documents? Let us help you with the install.
Video Link to showcase steps below - Click Here
Visit the Mambo Merge website at www.mambomerge.com and click the “INSTALL” link from the navigation menu on the top-right side of the homepage.
The install link redirects you to the Mambo Merge AppExchange download page, click the “Get It Now” button.
A popup window will now appear asking you to choose where to install this package. Choose a production Org or sandbox and click on either “Install in Production” or “Install in Sandbox” to proceed.
Review and confirm installation details by selecting the checkbox to agree to the terms and conditions then pressing the “Confirm and Install” button to proceed.
Next you will need to login to the production ORG or sandbox by entering a username and password.
Now select the type of install to provide for users within the production ORG or sandbox (Admins Only, All Users, or Specific Profiles) and click on the “Install” button. You can always limit access to specific users after installation.
Note: If you already installed Mambo Merge you will see an “Upgrade” button instead.
From within this screen you can see both installed and new versions of Mambo Merge.
Install 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 application. Press the “Done” button to close out the window.
You will be redirected to the Installed Packages within the production ORG or sandbox.