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April 4, 2022
A quick guide to convert a word document into a template, upload & retrieve a file ID, and add a merge button to a Page Layout! If you’re reading this you probably already installed Mambo Merge but, if you haven’t, head...
January 20, 2022
From the simple to the complex, the ability to develop and implement document templates within Salesforce makes file generation easier to manage, maintain, and update.
January 13, 2022
You do everything you can to make your customers’ experiences simple, seamless, and satisfying — but no business is perfect. How your operation deals with those inevitable (and hopefully rare) support issues can make all the difference when it comes to CX.
October 29, 2021
If you’re a West Coast member of the Salesforce Community, there’s a good chance you’ve spent the last few days in beautiful Lake Tahoe for...
October 21, 2021
Next week will see the return of Salesforce trailblazers to one of the most special (and scenic) annual events for the CRM and its...
September 17, 2021
It’s almost that time again! Dreamforce ’21 is right around the corner, and this time admins, devs, users, and trailblazers all around the…
July 7, 2021
Generating documents straight from Salesforce is one of the most powerful ways to transform your data into time-savings for your team —...