Installing XL-Connector Managed Package

XL-Connector Managed Package

XL-Connector Mail Merge Managed Package

Adding XL-Connector component to Salesforce Classic page layouts

Placing XL-Connector Lightning component on any Lightning page

Installing XL-Connector Managed Package

Creating an XL-Connector template for upload

Uploading an XL-Connector template to Salesforce

Configuring the Mail Merge

Configuring Mail Merge component on a Classic page layout

Configuring Mail Merge component on a Lightning page

Configuring a button to download object-specific XL-Connector templates on Salesforce Classic

Configuring a button to download object-specific XL-Connector templates on Salesforce Lightning

Use the following links to install XL-Connector managed package in your Salesforce instance:

Install XL-Connector managed package in a production organization

Install XL-Connector managed package in a sandbox organization