Version 2.10.0 | 11/20/2025

Instructions | Troubleshooting

How to Add Images to Salesforce for External Use (Recommended for Mambo Merge)

When generating documents using Mambo Merge, images referenced using a Salesforce-hosted URL may not embed correctly. Instead of embedding the actual image, some documents only embed the URL reference such as HTML files. If the viewer does not have Salesforce access, the image will appear broken or missing.

To ensure your documents display images correctly for all recipients(including those without Salesforce access) you can upload images to Salesforce as a Document with external access.

Instructions ↵

There are several ways to upload images so they can be used externally.

1. Upload Images as Documents (Salesforce Classic)

This straightforward method provides a publicly accessible URL that can easily be added to the Document using Mambo Merge merge fields.

Steps

1. In the top right corner of your browser, click on your Profile picture. In the dropdown select Switch to Salesforce Classic.
2. Go to Documents. (You may need to click the + to locate Documents, depending on your Org’s design.)
3. Click the New button.
4. Fill in:
   • Document Name
   • Folder (choose one that allows external access)
5. Check Externally Available Image.
6. Upload your image using Choose File.
7. Save.
8. Now, you can reference the URL field with External Document URL as a merge field in your template.

2. Upload Files and Create a Public Link (Lightning Experience)

Files uploaded in Lightning are private by default, but Salesforce allows you to generate a public link.

Steps

1. Open Files in the App Launcher.
2. Upload your image.
3. Open the image file preview.
4. Click Public Link → Create Public Link.
5. Copy the generated URL.
6. Add the URL as the value of the field you will be using in your Template.

3. Use Static Resources

Static Resources are publicly accessible and ideal for images used across multiple templates like logos or signatures.

Steps

1. Go to Setup.
2. Search for Static Resources.
3. Click New.
4. Upload your image file.
5. Set:
   • Cache Control: Public
6. Save.
7. Copy the resource URL and add to a merge field or directly populate in your Template.

Troubleshooting Scenario ↵

Image does not appear in generated document || External recipients see a broken image

Cause: The URL required Salesforce login
Solution: Reupload the image using one of the methods above

Need Help?

If you’re unsure which method is best or need help adjusting your Mambo Merge templates, reach out to our support team at: support@mambomerge.com