Customize Every PDF Generated in Your Salesforce Org | Office Hours Webinar
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Join our live webinar each month to get a free digest of our speedy beginner's guide where we walk you through some of the new features and functionality available within our latest release at the AppExchange.
Learn how simple it is to use, install, customize, and do Moar! within your org. Mambo Merge is a 100% native App that does not require data to leave your Salesforce org. Our friendly staff is ready to create a customized demo of your use case. Feel free to reach out and contact us for more information.
Version 2.3.3 is available within the AppExchange.
Download and Install to take full advantage of all the latest features.
https://appexchange.salesforce.com/li...
0:00 Introduction
0:35 Creating PDF Routines
8:45 Granting User Access To Create PDFs
12:30 Create Named Credentials
15:40 Link A Principal To A User
18:20 Choosing A Watermark
22:00 Setting Up A Password Protection
23:10 Q&A
Join our next 'Office Hours' webinar
https://cloud.news.mambomerge.app/Off...
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Thank you and we'll see you in the cloud