A Step-by-Step Guide to Streamlining Tax Statements with Salesforce, Excel, and Word Mail Merge
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- Introduction
Step 1: Create your Salesforce Report and Export

Creating your Report
Exporting to Excel
Step 2: Manipulate your Spreadsheet

Create and Name your Tabs
Example file
Create the "Unique Id" Field
Create VLookups for your demographic columns
Create Transpose Formula for your Amount Fields
Create a Sum Formula to add up Gift Amounts
Create a Transpose Filter Formula for your Date field
Create a Total Number of Gifts Formula
Step 3: Crafting Perfect Tax Statements with Word Mail Merge

Creating your Letter and "Starter" Mail Merge Document
Adding Parameters
Sample Ack-Letter-for-lesson-with-merge.docx
Mail-Merge Task Explainer video

Step 1: Create your Salesforce Report and Export

Login to Salesforce and click on the reports tab to get started:

2 Lessons