Getting started with DynoMerge
From install to your first merged document in about five minutes.
Install
- Install DynoMerge from the Chrome Web Store (or load the unpacked
chrome-extension folder via chrome://extensions → Developer mode →
Load unpacked, if your admin gave you a zip).
- Pin it: puzzle-piece icon in Chrome's toolbar → pin DynoMerge.
- Click the DynoMerge bolt while on any Salesforce tab — the panel docks
beside Salesforce.
The DynoMerge extension installs nothing inside your Salesforce org — it runs
entirely in your browser and talks to Salesforce with your own login. There is
an optional companion package that logs generated documents against the record;
it is unmanaged and yours to edit, and it is the only piece that adds anything
to your org.
Your fastest first document (with API access)
This path uses the Salesforce API, so it needs Enterprise, Unlimited,
Performance or Developer Edition. On Starter or Essentials, skip to
First document without API access
below — you can do the same thing from any report page.
DynoMerge installs four starter templates the first time you open it, so
there is nothing to import.
- Open any Opportunity in Salesforce.
- In the panel: Templates tab → Saved templates → click Load on
Quote (basic).
- Go to the Generate documents tab. The banner shows the record you're
viewing. Under ⚡ Live from the org, click Preview current record
(live).
That's it — a quote with the record's real data, including its product line
items. From the preview you can Copy for email, Attach to record (puts
it in the record's Files), or Print / Save as PDF. To download the .docx, use
Download .docx on the Generate documents tab.
First document without API access (Starter/Essentials orgs)
- Open any Salesforce report with the fields you want.
- The banner offers ⚡ Grab this report — click it. The rows are read
straight off the page (long report? scroll and click Grab more rows
until it says all records are captured).
- Pick a record in the Record dropdown — or ★ Whole report for a
one-document summary of every row.
- No template yet? Open Edit template: every report column is listed on
the left, ready to drag into the editor. Drag a few in, Save &
generate →, and merge.
You can also export the report as CSV (Export → Details Only) and load the
file in Step 2 of the Generate tab — same result, more clicks.
The three tabs
- Templates — load template files, manage your saved library,
import/export.
- Edit template — build or edit templates right in the panel: field
finder on the left (with live values from the record you're viewing),
editor canvas on the right. With your org connected, ⚡ Preview current
record (live) under the editor merges the document you are writing
against the record open in Salesforce — unsaved edits included, and
nothing is saved or downloaded.
- Generate documents — pick data + record, then preview, download,
or attach.
Next steps
