Getting started with DynoMerge

From install to your first merged document in about five minutes.

Install

1. 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).
2. Pin it: puzzle-piece icon in Chrome's toolbar → pin DynoMerge.
3. Click the DynoMerge bolt while on any Salesforce tab — the panel docks beside Salesforce.

Nothing installs inside your Salesforce org. DynoMerge runs entirely in your browser and talks directly to Salesforce with your own login.

Your fastest first document (with API access)

Works on Enterprise, Unlimited, Performance, and Developer Edition orgs.

1. Open any Opportunity in Salesforce.
2. In the panel: Template setup tab → Saved templates → Import → choose starter-library.json from the DynoMerge folder. Four sample templates appear.
3. Click Load on Quote (basic).
4. 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, Share, Attach to record (puts it in the record's Files), or Print / Save as PDF.

First document without API access (Starter/Essentials orgs)

1. Open any Salesforce report with the fields you want.
2. 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).
3. Pick a record in the Record dropdown — or ★ Whole report for a one-document summary of every row.
4. 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

• Template setup — 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.
• Generate documents — pick data + record, then preview, download, share, or attach.

Next steps

• Working with Word templates — build templates in Word/Google Docs instead of the panel
• Conditional formatting — the red "PAST DUE" banner trick
• Common errors — if something didn't work