The document summarizes the agenda for a Cleveland Salesforce Developer Group meeting. The agenda includes welcome/introductions, sharing recent achievements by group members, a presentation on the Mambo Merge document generation tool, and announcements about upcoming local events.

1. Cleveland Salesforce Developer Group
Can Orlando Dance The Mambo?
#CLESFDevs

2. Agenda
● Welcome/Intro
● Achievements
● Today’s Topic: Mambo Merge
● Announcements & Upcoming Local Events

3. Lynda Kane
Co-Leader @labboopanda
https://trailblazer.me/id/labboo
Orlando Briceño Gómez
Co-Leader @orlybg
https://trailblazer.me/id/orlybg

4. Achievements
Who has earned a certification or
superbadge in Jan, Feb, or Mar?
Who has started a new job this year?
Who is new to the Cleveland Salesforce
Developer Group?
Anything else to share?

5. Mambo Merge

6. What is Mambo Merge?
● Document Generation Tool (DOCX format files)
● Native Salesforce Tool
● Free for Basic Version
● Additional formats & features with Annual Contract
● https://www.mambomerge.com/
● AppExchange:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000GCzI
XUA1&tab=e

7. Preparing Templates For Use
● Create a Document (.DOCX)
● Use {{ }} to surround your merge fields
● Uses Salesforce API Name for fields
● Uses dot notation similar to a SOQL Query for related
fields e.g. Owner.Name
● Can iterate through collections {{forEach: Contact}}
● Save the template document
● Upload to Salesforce Files
● You will need to get and save the ContentDocumentID
to use the uploaded template

8. Adding Component to Lightning Page

9. Mambo Configurations

10. Mambo Configurations

11. Mambo Configurations

12. Mass Document Generation

13. Custom Recipe Installation

14. List View Mass Actions

15. Call Mambo from a Flow

17. Resource Links
● Installation Instructions: https://www.mambomerge.com/support/new-installs/install-or-
upgrade-mambo-merge/
● Getting Started: https://www.mambomerge.com/support/post-installation-instructions/
● Recipes Repo: https://github.com/orgs/mambomerge/
● YouTube Videos: https://www.youtube.com/channel/UC3ABygquw13ibmX9Jt8JYIg
● Setup Step-by-Step Instructions:
https://scribehow.com/page/Mambo_Merge_Setup__JdwFQ3_7Q0WX8AHgSO0zSQ
● Mambo Merge in Flows:
https://scribehow.com/page/Mambo_Merge_and_Flows__YY1QE6MBQHWWVpRv-DCQqA

18. What do you say, can I Mambo?

19. Who went to TDX 23’?

20. Salesforce’s newest character: Flo the Flying Squirrel!
Flo the Flying Squirrel: Helping you reach new heights with automation
● Pronouns: He/Him
● Representative of Salesforce Flow and its passionate fanbase of Flownatics,
automation, agility, and community
● Collaborative, Resilient, Hard-working
● Favorite Trailhead trailmix: Learn More About Salesforce Flow

21. Announcements & Upcoming Events
Buckeye Dreamin’
When: June 7-9
Where: Columbus, OH
Registration & Call for Speakers are
open!
https://www.buckeyedreamin.com/
Job Seeking or Hiring:
Are you seeking a new position or looking for new
member for your team? Let us know. We can also post in
our Trailblazer Community Group on Trailhead!
Future #CLESFDevs Group Events:
Would you like to learn to create LWC’s in a group?
Are there other topics you’re interested in or
passionate about? Have you created something
cool in Salesforce and are willing to share it?
We want you…to get involved. Let us know!
https://forms.gle/FuB6PE3g9JFs4y666