1.25 | 2/21/2023
Post-Installation, Document Generation, Troubleshooting, Org ID, Debug, Grant Access
Necessary Items To Ensure We Can Offer Effective Solutions
If you encounter any issues, we can assist in troubleshooting them. However, we’ll need you to provide certain information to expedite the process. Let us walk you through the steps to obtain this information.
Salesforce Org ID
An org ID is a vital piece of information that helps us identify the version and edition of your current installation. This allows us to determine if upgrading to the latest version will address your issue.
Start by going to your org’s homepage, clicking on the Gear icon, and selecting Setup from the dropdown list.
Go to the Home tab and search for Company Information by typing it into the search field, and then clicking on the corresponding search result.
Within the Company Information page, locate the Salesforce.com Organization ID.
The Mambo support team may request these 15-18 alphanumeric characters to help troubleshoot your issue.
Note: Administrators may be users to have access to this information.
Grant Org Access To MK Partners
Some troubleshooting may require granting access to your org. Just like Salesforce support here are the steps to begin.
Head over to your org’s homepage, right-click on the profile avatar, and select Settings.
On the Home tab, search for Grant Account Login Access by typing it into the search field, and then clicking on the corresponding search result.
Within the Grant Account Login Access page, click on the Down Arrow next to MK Partners to set an Access Duration between 1,3,7,30 days.
Once set click on Save to apply and grant our support team access to help troubleshoot Mambo Merge and resolve your issue.
Note: Once troubleshooting is complete set Access Duration to No Access and Save to remove access from our support team.
Enabling Debug Mode
In some situations, you may need to debug a particular Mambo component to get to the root cause of the problem. Take these steps to enable debug mode.
Note: You may need to enable debug mode within each component that requires troubleshooting.
Start by heading over to the record’s object page and selecting a record that a component is installed.
Right-click on the Gear icon and select Edit Page from the dropdown list.
Within the page layout, head over to the Mambo Merge component and click on it to bring up its settings.
Locate the Debug Mode checkbox and click on it to enable this mode.
Lastly, click on Save and then Back Arrow to apply the changes and take you back to the record page.
Now this component will be ready to use in Debug mode by one of our support members to help troubleshoot your issues.
Install The Latest Version
Always make sure you are running the latest version of Mambo Merge in order to unlock all features and functionality at your disposal.
Head over to the AppExchange to Get It Now.
Follow the instructions and update Mambo Merge to the latest version available.
Enable My Domain
Before you can install Mambo Merge (or any Lightning Web Component) in your Salesforce, you will need to enable the My Domain feature in your Salesforce org. The My Domain feature customizes the URL for your Salesforce to help your employees feel secure that they are using your company’s official Salesforce.
Start by going to your org’s homepage, clicking on the gear setup, and selecting Setup from the dropdown list.
Go to the Home tab and search for My Domain by typing it into the search field, and then clicking on the corresponding search result.
Enter the subdomain name you want to use within the sample URL. Select Check Availability. If your name is already taken, choose a different one.
Select Register Domain and you will receive a confirmation email from Salesforce when your new domain is ready for testing.
Test Your Domain Name and Deploy It To Your Org
Click the URL in the confirmation email to log in to Salesforce using your new domain.
Note: Alternatively, from Setup, enter My Domain in the Quick Find box, select My Domain, and then select Click here to login.
Test the new domain by clicking tabs and links within your org. Notice that all pages show your new domain name.
Roll out the new domain name to your org
From Setup, enter My Domain in the Quick Find box, select My Domain, and then select Deploy to Users. The domain is activated immediately, and your users are redirected to pages with the new domain.
Congrats! as you are now ready to install Mambo Merge within your org.
Use Within Salesforce Classic
Mambo Merge is built for the Salesforce Lightning user interface, but it can be used in Salesforce Classic with just a little extra setup.
At the time of this writing, Lightning Web Components cannot be added to Classic Page Layouts. However, Visualforce Pages can be added to Classic Page Layouts, Visualforce Pages can display Aura Components, and Aura Components can display Lightning Web Components.
We have provided some samples for you in the Mambo Merge Recipes github repo located here: https://github.com/mambomerge/mambo-merge-recipes
You will need to first create the Aura Components located here:
https://github.com/mambomerge/mambo-merge-recipes/tree/main/force-app/main/default/aura
And then an example of a Visualforce page:
https://github.com/mambomerge/mambo-merge-recipes/blob/main/force-app/main/default/pages/OpportunityMamboMerge.page
KEEP UP THE GOOD WORK!
These tips and tricks will help us get you back up and running should you run into any issues. Feedback is always welcomed and appreciated.