function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
FPNNCCFPNNCC 

best approach for mail merging with ms word (multiple objects)

General question:  what is the best way to develop a custom mail merge pulling data from multiple objects into MS Word?  I can generate mail merge on a single object and know how do do the basics (mail merge from single object).

 

I'm using the nonprofit starter pack and want to run a mail merge with ms word (either individual or mass) from donations tied to organizations as well as contacts.  The basic mail merge works with donations tied to contacts. 

 
Best Answer chosen by Admin (Salesforce Developers) 
RpeeRpee

Conga.

 

http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016b7FEAQ

All Answers

RpeeRpee

Conga.

 

http://sites.force.com/appexchange/listingDetail?listingId=a0N300000016b7FEAQ

This was selected as the best answer
FPNNCCFPNNCC
funny you suggest that, I just installed Conga with the 30 day trial.