2.0.1 | 9/1/2023
Freestyle | Fundamentals | Full Speed | Component | Routine | Studio | Template Builder | Support | Template | Merged Document | Template ID | Relationships | Backup Dancers | Merge Field | Debug Mode | $Functions |
File ID | Object | Record | Field | Lightning Page | Custom Component | Component Visibility | Files | Api |
Get Your Mambo Groove By Learning Our Lingo
Our glossary page helps you build a better understanding of the terms used within our Mambo Merge app along with Salesforce terms that Mambo Merge engages with from start to finish when transforming data into beautiful and productive documents.
Mambo Merge Terms ↵
FREESTYLE
Our based edition with sufficient features to instantly build professional, data-rich documents.
FUNDAMENTALS
Our extended edition provides a wider range of customization and Merge Functions for creating documents.
FULL SPEED
Our complete edition with full customization, Mass / Batch Reports, PDF / XLSX output, Image Merge Function, and pretty much anything your mind can come up with. Certain functions require custom code only available in Enterprise Edition (or higher) of Salesforce.
COMPONENT
An instance of Mambo Merge that gets added to a lightning page for use.
ROUTINE
A set of steps and instructions that get stored and used to identify the object, records, templates, relationships, backup dancers, and layout a component will contain.
STUDIO
A handy and helpful wizard that allows you to properly create, delete, import, export, clone, and edit routines.
TEMPLATE BUILDER
Allows you to identify the merge field syntax within all the standard and custom fields found within a standard or custom object. Allowing you to validate the data you seek from an object within each component. Retrieve the correct data each time a merge is triggered.
SUPPORT
A resource hub to obtain relevant information such as the number of times merged, a set of pre-built templates ready to use, the ability to contact and submit inquiries to our support team, and a quick rundown of the features and functionality included within each edition. Get a snippet of our release notes and stay up to date with the latest changes to the app.
TEMPLATE
A document that contains merge fields and syntax used within routines and components to transform Salesforce data into professional data-rich documents.
MERGED DOCUMENT
A template that has been merged and replaced all merge syntax with actual data within your Salesforce org. This document can be anything such as a quote, contract, work order, contract, or invoice.
TEMPLATE ID
An alphanumeric sequence (assigned by Salesforce) for each document uploaded to an org. This file ID is used within a component or routine to identify what document to use within each merge.
RELATIONSHIPS
The ability to assign a routine to fetch data outside the current object scope. Whether it’s a parent/child or a custom object, you’ll be able to train Mambo Merge where to search to obtain the data you need.
BACKUP DANCERS
Assign actions to initiate after a template is converted to a merged document. Actions included updating fields, creating tasks, or emailing recipients.
MERGE FIELD
Syntax used within templates to generate merged documents. They start and end with a double curly brace notation followed by the merge field name.
DEBUG MODE
Used by our support team when inquiries are submitted to troubleshoot issues within Mambo Merge. Enabled individually within each component added to a lightning page within your org.
$FUNCTIONS
Special merge field syntax used to automate information and actions such as today’s date, upper or lower case text, rich text, images, and much more.
Salesforce Terms ↵
FILE ID
15 - 18 alphanumeric characters sequence assigned by Salesforce to each file stored within your org.
OBJECT
A user interface that contains fields that store data related to that entity.
RECORD
A specific instance of an object, which represents a real-world entity.
FIELD
A specific piece of information stored in an object, which represents a real-world entity
LIGHTNING PAGE
Standard or custom object page used to add components within a Salesforce org.
CUSTOM COMPONENT
A custom app that has been added to an org and used to insert an instance of the app within a lightning page.
COMPONENT VISIBILITY
The ability to set conditions that determine when a component is visible within a lightning page by either field, user, or specific criteria.
FILES
A Salesforce org central location to upload, store, and collaborate on files such as documents, presentations, images, and videos.
API
A remote website that the org can invoke from within Salesforce.