Donor Letter Generation via Formstack in Salesforce
Budget: $25 – $40 USD
I'm looking for a Salesforce expert who can help me automate the generation of donor letters using Formstack. The letters should be triggered from the parent (fund) object and will be formatted as PDF. The ideal candidate should have a deep understanding of Salesforce, Formstack and PDF generation.
Key Requirements:
- The letters should pull information from various objects including Award details, Fund details, Designation stewardship, Designation beneficiary, and Constituent.
- Awards in the letters should be grouped by award type.
- The final copy of the letter needs to be saved on the object with the ability for users to modify it for reprints.
Ideal Skills and Experience:
- Proficient in Salesforce and Formstack.
- Experience in automating letter generation.
- Strong understanding of PDF formatting.
- Ability to work with complex data sets.
Key Requirements:
- The letters should pull information from various objects including Award details, Fund details, Designation stewardship, Designation beneficiary, and Constituent.
- Awards in the letters should be grouped by award type.
- The final copy of the letter needs to be saved on the object with the ability for users to modify it for reprints.
Ideal Skills and Experience:
- Proficient in Salesforce and Formstack.
- Experience in automating letter generation.
- Strong understanding of PDF formatting.
- Ability to work with complex data sets.