Post Installation Instructions

1.25 | 2/9/2023
Post-Installation, Document Generation, First Steps, What’s Next


You’ve installed the app and are ready to take the next steps to generate professional digital documents right out of Salesforce, let’s get started.


Here is a quick guide to use after installing Mambo Merge. Consider these your ‘Mambo Moves’ to get you moving in the right direction.

Add A Component

In order to get access to configure Mambo Merge we simply need to add a component to a lightning page. This can be achieved by heading over to an object page and editing its page layout. We first head over to an object record we plan to use Mambo Merge with and click on the Gear Icon located in the top right-hand corner.

From its dropdown menu will select Edit Page.

This will launch the Lightning App Builder where you can go ahead and search for the Mambo Merge component which can be found under Custom - Managed.

Next, simply drag and place an instance of the component anywhere where the green area highlights as you hover the component around the page layout.

Once placed you will be able to see the component within the lightning page and if you click the component you will be able to configure its settings. We need to activate the page in order to make sure that the component is added, do this by clicking the Activation button.

This will launch the activation window, go ahead and click on Assign as Org Default.

This will launch another window that will let you provide access to this component on either a desktop, mobile, or both. We recommend that you provide access to both. Proceed by selecting Desktop and phone and clicking Next.

The last window reviews your changes before you Save them.

This will take you back to the lightning app builder where you can now press the Save button and Back Arrow. Saving your settings and taking you back to the record page where you first started.

Note: The Save button can be found in the top right-hand corner while the Back Arrow will be located in the top left-hand corner of the lightning page.

Now that your component is added to the object we may begin to build a configuration. Please be advised that you will need to add a component to each object you wish to merge data.

Build A Configuration

Start by heading over to your component instance, click on the down arrow, and select the Setup gear.

This will launch the setup configuration screen, go ahead and click on New Configuration.

Begin by using the configuration wizard to walk you through some steps to set up and save a configuration. Start by selecting a Primary Salesforce Object you plan to build the configuration around.

Note: The wizard may automatically select an object based on where the component was added. Simply select the object you plan to build a configuration around and click Next.

This will take you to the main wizard screen to begin building the configuration.

To get started you’ll be creating a Single Record configuration by clicking Next.

Note: Check out our support site to obtain instructions on how to set up the other configurations.

The next screen will allow you to define the Relationships you wish to set for this configuration. Relationships allow you to tell Mambo Merge to retrieve data outside the current object’s scope whether is custom or parent/child. For this configuration we don’t need to set up a Relationship, so will proceed by clicking Next.

Build A Template

Within the Merge Data preview, you can identify all the merge fields available along with their merge syntax of the current record. This will come in handy to help you convert a simple document into a template for Mambo Merge to use when generating documents. Simply Collapse or Expand to locate the fields you’ll need to build out a template.

You’ll need to prepare a document to use within the component by either taking an existing document or creating one from scratch. Open up a new word DOCX, or if you have an existing file open that instead and begin inserting mail merge fields where necessary in order to retrieve field object data.

Note: You can also use the Template Builder within a Mambo component to retrieve merge field syntax to use within your document.

In the example below we are taking a document and adding merge syntax to retrieve opportunity data from an opportunity record. All merge syntax will be identified with the double curly brace notation along with a field name e.g. {{Merge_Field_Name}}.

Once all the merge syntax has been added go ahead and format the look and feel of the document based on its use and save it. This newly created file will now become the Template you will use within your configuration.

Once your template is ready click Next within the Merge Data screen to proceed.

Complete A Configuration

Now we’ll head back to the wizard to complete the configuration by uploading the template you just created for this configuration. Continue by clicking on Upload Template and choosing where to save the template.

Note: We recommend creating a library to hold all templates in one central location to use and manage.

Once uploaded you need to define some characteristics in order to tell the configuration what to do when this template is used. First up is the Label, which will be either the button or dropdown list name that will appear in your component. Go ahead and type in a name you wish like draft, quote or invoice.

You’ll need to tell Mambo Merge where to save the file once generated and you do that by selecting from the Destination dropdown list. You can either Attach to the Record, Save to Library, or Download Immediately.

The Template ID gets generated automatically when uploading a template but you can always click on the magnifying glass to open up the directory to find the correct template to use.

Lastly, you’ll need to give the merge document a name or dynamically generate a name based on the merge field syntax within the current object. Once you’ve decided on the name you are ready to proceed by clicking on Next.

Note: You can add multiple templates which will require you to configure each one and will add another button or dropdown to your configuration.

You can tell Mambo Merge what to do after a merge document is generated by using Post-Merge Actions. Such as updating record information, saving a task to even sending an email. For this configuration, we won’t add actions so we’ll proceed by clicking Next.

Note: Check out our support site to obtain instructions on how to add Post-Merge Actions.

As we’re getting close to finalizing our configuration we just need a few more actions to complete, let’s continue. First, we need to give your configuration a name and description. Keep the name simple and to the point, as you will need to use this later to activate the configuration. Using the Configuration ID and Description fields enter a configuration name with a short description.

Followed by the Display Type with a Preview of what the component will look like once the configuration is activated. You’ll have the option from either a button or dropdown layout which will be determined by the usage of the component. Once you’ve decided on the name, description, and display type click on Save.

Note: Our recommendation for the layout is to use buttons if your component and usage will allow you to visibly show each button label. Otherwise, a dropdown list may suit best to compartmentalize your component.

Activate The Configuration

Now that you have a configuration saved you are ready to activate it within a component. Start by heading back to the object record page where the component was first installed, to edit its page layout.

Click on the Gear Icon and select Edit Page.

Head over to the Mambo component and click on it once to configure its settings.

Here, enter the configuration name, we save previously and paste it into the Template ID field. This field is case-sensitive so make sure to copy or type the name exactly as you saved it. You can always go back to the configuration to double-check the syntax.

When the syntax is confirmed the component will now match the preview shown while setting up the configuration. Simply press the Save button and Back Arrow to complete the activation.


You are now ready to test your configuration and begin building more configurations that will allow you to unlock more potential within your org.