Our organization is new to Salesforce, and this will be our first year running end of the year tax statements for our donors through Salesforce. We need to put a record of all donations on these statements. How do you guys go about this?
Please check the app on app exchange, might be helpful to you.
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N4V00000Gy9vSUAR
Related thread:-
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000Bu0jKSAR
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000ED2McSAL
https://dialedindata.com/year-end-tax-letters/
https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000BuBpYSAV
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