Hi all - I am new to SF and am looking for some mail merge insights. I work in development prospect research so am tasked with pulling a lot of biographical information stored in SF to create donor bios. We currently are doing everything manually and looking up records one by one, but I'm wondering if there's a way to use their SF account IDs to create an excel that I can then mail merge to a custom template? Maybe this is something I can use report for or something similar? Primarily looking to pull their name, employment, education, past giving, board status which are all fields we use. Thanks!!!
Hi Hayley,
There is an extended mail merge feature available, although I haven't used it myself, but I believe it only works with Microsoft Word: https://help.salesforce.com/s/articleView?id=sf.mailmerge.htm&type=5
Other than that, I would consider looking at S-Docs or Conga Composer. These are a great tools on the appExchange that allow you to export data into Word, Excel, etc, allowing you to create a mail merge document for example, from a list of contacts. They also offer discount pricing for nonprofits.
Thanks,
Mikey
