Archive for September, 2011

Apsona’s Tabular View For Salesforce.com

Tuesday, September 20th, 2011

Apsona for Salesforce comes in a snappy Web 2.0 interface and delivers a user experience that is one of a kind. Users can see their data in several different views, including a tabular view, a list-and-detail view with child tabs, and calendar views.

The tabular view offers many possibilities. To see data for an object in a tabular view, select the tabular view option from the object’s menu drop down. The tabular view comes up instantly. With this view, each user can choose his or her individual preferred field setting. Click the “Set columns” button at the top right of the table and drag and drop fields from the selected box to the available box. Click apply and your preferred view is now in place. You can re-size columns widths, sort on fields and edit field values inline. All updates happen instantly with no page refreshes. Similarly, you can update values for up to 5 fields all in a single click in this view. Other possibilities include quick searches, invoking saved filters and even exporting data to a csv file. A whole new record can also be added manually with the Add button while working in the tabular view.

The tabular view which has an excel feel to it also had the ability to have a nested grid. For example, this view can be modified such that you can see all your product line items to an opportunity. See image below.


Apsona for Salesforce being a pure Web-2.0 Ajax application, most of the screen updates happen in-place, with no jarring screen refreshes. This lets you retain your work context and you can focus on being more productive instead of waiting for the screen to refresh.

One of our users summed up the tabular as follows: “Having a view of all relevant data in one screen is important to many users who work with Excel frequently, and the tabular view is an alternative view of Salesforce data to those who enjoy working with Excel. ”

Apsona for saleforce has a lot to offer. Check out our exception reports and filters as well Get a free sign from the appexchange http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JejzEAC

Mass Adding Contacts or Leads to a Campaign in Salesforce

Wednesday, September 7th, 2011

With Salesforce.com’s powerful Campaign Management you can you reach a large number of contacts, customers and leads (leads), track campaign budgets and effectiveness. Salesforce also includes standard campaign reports such as ROI analysis, Member analysis, Revenue, Influenced opportunities, and many more such reports. Whilst all this functionality exists in Salesforce the task of identifying the Leads to a Campaign can be very time consuming. Additionally, there is a batch size restriction of only 250 leads in a given time.

Here is where Apsona for Salesforce comes in. You can identify the Leads or Contacts to a Campaign and add them as Campaign members with just a few clicks. Let us take a use case where you would like to find all your Leads with phone numbers from 5 different area codes and then add them to a campaign. With Apsona’s powerful filter logic such data can be got in seconds. The snappy web 2.0 interface with no page refreshes gives you a great user experience without losing context. You can choose any number of fields to use as search terms, and save your searches as filters so that they can be reused. Once you have got all the required data to to be added, just click the Add to Campaign button found under the Tools menu. Here, choose the Campaign name from the drop down(all the Campaign names will show up). You will also see the number of records that will be added, for example, All 2500 Contact records will be added to the campaign you choose. Click Ok and the records are immediately added to the Campaign. With Apsona there is no batch size restriction and you can add any number of records in a given time.

The Add to Campaign feature with Apsona saves users time and effort. The attached video shows the Add to Campaign feature.

Apsona for Salesforce offers a 30 day free trial and is available on the appexchange http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JejzEAC.