Placing XL-Connector Lightning component on any Lightning page

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

Placing the XL-Connector Templates Lightning component onto a Lightning page is as simple as a couple of clicks:

  1. Click on Edit Page on any Lightning Page:
  2. In the Lightning Page Editor, locate the XL-Connector Templates component on the left and drag it to any place on the page you want it to show up: