Upload File Template to Salesforce Org

Have your Mambo Merge Templates ready to use? Let us help you upload them to your Salesforce ORG.

Video Link to showcase steps below - Click Here

Start by going to the Org homepage and click into the Files object page.

Click on the “Upload Files” button and select the Mambo Merge Template to upload and click Open.

Complete the upload by pressing the “Done” button

Uploaded template file should now show within the Owned by Me Files.

Fantastic! You are ready to begin using your template within a Mambo Merge instance.