2.3.5 | 3/2/2024

Optimize your Template Organization with Salesforce Libraries.

Working with One Template is easy enough, but when you start to expand your Mambo Merge usage it can be overwhelming as your Templates grow in numbers. Mambo Merge’s recommendation for best Practice is to manage your Templates in Salesforce Libraries. It offers a centralized location for storage, retrieval, and collaboration on templates. In fact, when you upload a Template in the Routine Wizard, Mambo Merge creates a Library to hold your template in.

** Note: The Manage Salesforce CRM Content app permission or Create Libraries system permission are required to create a Library.

Creating a Library in Salesforce

All users can create Personal Libraries in Salesforce on the Files page. This allows users to organize Documents and Templates with ease.

Add File to Library in Salesforce

All users can create Personal Libraries in Salesforce on the Files page. This allows users to organize Documents and Templates with ease.

Add Members to Library in Salesforce

Users can easily manage access for other users or public groups, allowing them to view and use the templates with Mambo Merge.

Add More Permissions Options to Library

Users permissions can be set as Library Administrator, Author, or Viewer. Whether Users need a custom permission or their Salesforce Org was created before Salesforce Spring 09’ Release, Users are able to create the Permission options they need.

Jump into the world of Libraries, and revolutionize your template management experience with Mambo Merge and Salesforce

By leveraging Libraries, users can effortlessly manage, update, and collaborate on templates, ensuring consistency and productivity across diverse processes but also aligns seamlessly with Mambo Merge’s capabilities. With simplified access controls and customizable permission options, Users are empowered to ceate Libraries, control other Users’ access and add Files as need.