Ready to begin creating professional data-rich documents instantly? Let us begin by adding merge fields to new or existing documents.
Note: Where an instance of Mambo Merge is installed determines what information can be retrieved
Video Link to showcase steps below - Click Here
Start by going to the Org and selecting one of the object pages you already have Mambo Merge installed on.
Note: For this example we will be using the Opportunities object page.
Click into one of the record pages.
Locate the Mambo Merge component and click on the down arrow.
Select Template Builder from the drop down menu.
Mambo Merge obtains available merge fields from each object page along with relative fields from other object pages.
Once an object is selected, Mambo Merge populates all fields related to that object.
Note: For this example we will be using the Opportunities object.
Once an object and field combination is selected, a merge field will be generated.
Note: For this example we will be using the Opportunities object and Amount as the field.
We will now open up a word DOCX and insert this field to pull up the opportunity amount for this record.
Note: Repeated steps 7-8 and insert the following merge fields within our opened word DOCX file to create an opportunity report.
Owner Last Name
Opportunity Line Items
Opportunity Contact Roles.
Format the DOCX as needed and save it.