**CONGRATS!
**You have taken the first step to being generating professional digital documents right out of Salesforce. This simple, seamless and secure app lets you quickly get started by building your first merge button. Here are the steps needed to get it done.
Our friendly Admins and Devs will continue to add more features and functionality to the app. So, continue to check periodically for new updates.
**Build The Template
**First we need to create a merge field document also known as a Mambo Template and upload it to the FILES tab within your Org.
Open up a new word DOCX, if you have an existing file open that instead and begin inserting mail merge fields where necessary in order to retrieve Salesforce data.
In the example above we are building a merge field document to retrieve opportunity data from a record. All merge fields will have the double curly brace notation with a field name e.g. {{Merge_Field_Name }}. If you cannot identify the mail merge syntax use the Template Builder to help you identify the fields you need to retrieve data from your object.
Once the document is formatted to the style you want, go ahead and save it to your computer as it is now ready for use. Go to the FILES tab within your org and click on Upload Files, select the created template and click on open.
Complete the upload by pressing done.
Now that the Mambo template shows up within the FILES tab go ahead and click on the down arrow to the right and select View File Details.
On top of the page you will find the URL with the Template ID embedded within.
Right after the ContentDocument/ you will find a 15-18 alphanumeric character section. Go ahead and copy this as it will be the Template ID needed to create the merge button.
**Add The Mambo Component
**Start by going to your org and selecting one of the object pages you wish to install Mambo Merge to generate the document. 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 see the components section with a search bar. Type in Mambo Merge and the list will filter.
Drag the Mambo component anywhere within the object page.
A Mambo component will now appear on the page.
**Create The Merge Button
**Within the “Template ID”, paste the File ID obtained from the previous step.
The Mambo component changes will automatically apply once a valid File ID is recognized. The component will now display a “merge” button instead of the default.
Click the “save” button on the top-right corner.
Click the “activation” button next to it.
Press “assign as org default”.
Select “desktop and phone” and click next.
Review assignments and save.
Now back on the object page click the left arrow back button on the top-left corner.
The Mambo component within the Opportunity record will now have a “merge” button to automatically click and generate the template assigned for this component.
You have successfully generated a document at the push of a button. If you would like to learn more check out our support and video resources below.
