Add a Mambo Merge Instance to an Object Page

Successfully installed Mambo Merge and wish to begin using it within a production ORG or sandbox? or simply need to add another instance? Here are the steps you need to take.

Video Link to showcase steps below - Click Here

Start by going to the Org and selecting one of the object pages you wish to install Mambo Merge into.

For this example we will be using the Opportunities object page.

Click into one of the record pages.

From here click on the setup gear and select Edit Page from the drop down.

On the left-hand side you will find the components section with a search bar. Type in Mambo Merge and the list will filter.

Drag the Mambo Merge component anywhere within the object page.

An instance of Mambo Merge will now appear within the object page

Note: You can add more than one instance of Mambo Merge within the same object page.

Click the “Save” button on the top-right corner

Now click the “Back” button on the top-left corner.

Mambo Merge component will now appear within the object page.

Note: You must install one instance of Mambo Merge within each object page to use. Repeat steps 4-8 for each object page you wish to use Mambo Merge with.

Example of Mambo Merge installed within the accounts object page.

Job Well Done!