Product

About the Mambo Merge

Mambo Merge is a 100% native Salesforce document generation application that lets users create professional DOCX, XLSX, PPTX, PDF, HTML, and other file types directly from Salesforce records, without sending data to external servers. It uses Lightning Web Components (“Mambo Merge” components and routines) and Word‑based templates so admins and users can define routines for single‑record or bulk/list‑view merges, automate follow‑up actions such as updating fields, creating tasks, sending emails, or launching flows (“Backup Dancers”), and generate invoices, quotes, contracts, work orders, labels, and more with push‑button simplicity.