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. 

 

What is the easiest way to generate documentation of all SFDC customizations (custom objects, custom fields for standard objects, triggers, validation rules, formulas) of a SFDC instance?

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. 

 

I administer a nonprofit implementation of salesforce.  I am triyng to compile an email template including the contact deatils and the donation made from this year's campaign.  How do I create a template that includes contact information and the amount of a specific donation?

I would like to make a custom report based on a SOQL query, but I see in the IdeaExchange that it looks like that isn't possible yet: http://ideas.salesforce.com/article/show/10098337?page=last#lastPost  So, I'm looking for a work-around.  I think I need to do the report in SOQL because I want to use some subqueries to merge records on-the-fly.