Archive for August, 2012

Apsona Multi-step Reporting

Tuesday, August 21st, 2012 is happy to announce their new app Apsona Multi-step Reporting on the Salesforce AppExchange. This is a powerful browser based tool for reporting across any number of Salesforce objects – native and custom. The only requirement is that you need to have installed Apsona For Salesforce before using this app. The key benefits include:
– Cross object reports on any number of objects, native or custom, no matter how the objects are related
– Fully browser-based, no plugins or add-ons needed
– Works within your salesforce org
– Simple, intuitive user interface
– Your data stays in your org: it is not copied to an external store, unlike many other reporting tools
– Reports reflect the most current state of your data, not a snapshot stored in some external store
– No need to create or manage report types in Salesforce
– You can export the report results instantly into an Excel spreadsheet or in CSV format
– No Apex, VisualForce or other coding required

Apsona Multi-step Reporting is a good fit for routine data management needs, where you need a quick report that you wish to export to a spreadsheet program (such as Excel) where you can perform further analysis, manipulation and import or update back into Salesforce.  It is built using the foundation layer provided by Apsona for Salesforce. A 30 day free trial is offered on the AppExchange.

To try Multi-step Reporting, you will need Apsona for Salesforce if you do not already have it. Below are the links to our listings.

AppExchange listing for Apsona for Salesforce
AppExchange listing for Apsona Multi-step Reporting

    We welcome all feedback.

    Moving from Raiser’s Edge to

    Sunday, August 5th, 2012

    We are very happy to announce a partnership with the excellent folks at Cloud for Good, who specialize in helping non-profit organizations make effective use of cloud technologies.  The first fruit of this partnership is Over the Edge, a tool for for helping Raiser’s Edge users migrate to Over the Edge is a step-by-step tool to extract, transform, and load Raiser’s Edge data into Salesforce’s Nonprofit Starter Pack. Over The Edge eliminates the most painful aspect of such migration, that of copying your data records while maintaining the relationships between them. It performs the entire migration from Raiser’s Edge to a Salesforce instance in just four easy steps: Set up connections, map objects and fields, set options and migrate data. In doing so, it retains the relationships between your Contact, Organization, Donation and Campaign records so that you can see them correctly linked in your Salesforce org.

    The current configuration of Over the Edge includes the ability to export the main Raiser’s Edge tables into a CSV file or directly map your Raiser’s Edge fields to any standard or custom fields in Salesforce. Fields from Raiser’s Edge have been mapping to the standard fields in Salesforce and data is directly imported into Contacts, Organizations (Accounts), Donations (Opportunities), Campaigns, Affiliations, and even automatically create Households for you.

    To know more about the tool and migration please join a webinar on Wednesday, August 22nd at 11am PDT.