How To Generate Documents and Emails with Apsona

April 29th, 2014

Apsona’s new merge tool allows you to quickly generate Word, Excel and email directly from your Salesforce org. You can generate end-of-year tax summaries and thank-you letters to your donors, or a proposal or quote to your customer, as a Word document. You can choose to send donors an email via a HTML template if […]

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How to find your top donors across multiple campaigns

March 4th, 2014

Building Salesforce reports can sometimes be very challenging. You start building a report and you realize you cannot access the objects you want, or use the appropriate lookups, or apply the relevant filter criteria. Apsona Multi-step Reporting (MSR) addresses some of these problems. This reporting app lets you build reports spanning any number of objects, […]

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Managing file storage in your Salesforce Org

February 21st, 2014

Apsona for Salesforce now supports Attachments, Notes, Tasks and Events for all objects of Salesforce, native and custom. You can now import, export, update and delete data into these objects. So, why is this functionality different, when it is already supported for the existing native and custom objects? Apsona treats Attachments, Notes, Tasks and Events […]

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Searching across a chain of objects in Salesforce

December 28th, 2013

Salesforce users often need to search for data records in one object that depend on conditions in a related object. Frequently, the dependency carries over to multiple related objects, or to chains of such relationships. For example, suppose you need to find all the Campaigns that have targeted the contacts from your Partner accounts. To […]

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Apps for Good Webinar Series

October 31st, 2013

Our friends at Cloud for Good have been hosting the Apps for Good webinar series for the last several months now. They have had presentations by many of the best-known names in the Salesforce world, beginning with Cirrus Insight, Form Assembly and Click and Pledge, and most recently with GeoPointe. We are very pleased to […]

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Thank-you Letters with Apsona’s Document Merge

August 30th, 2013

Thank-you appreciation letters by snail mail are the lifeblood of  nonprofit organizations. The donor needs to be convinced that he/she has made a  right investment and the donation will be used wisely. Appreciation letters need to be sent not only after every donation, but also once or twice a year. Personalizing the letters is key […]

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Filters in Apsona – Part 1

July 31st, 2013

Searching or querying of data is a very common need for Salesforce users. The required data that drives the filtering frequently does not reside in just one object, but rather in several related objects. For example, you might want to find Contact records whose Accounts are in a particular city, so that even though the data […]

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Batch Gift Entry – A new add-on to Apsona for Salesforce

June 29th, 2013

If you are a non-profit organization that receives periodic gift checks that you need to enter into your Salesforce database, you know that the process can be a bit tedious. With each gift check, you will need  to navigate through quite a number of pages to search, to create or update data. Each gift in […]

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How to quickly create merge fields in Word

May 29th, 2013

As part of the development of our document merge tool, we work quite a bit with Microsoft Word templates. And naturally, our testing process requires us to create lots and lots of merge fields in Word. Now if you have worked with merge fields, you know that creating a merge field can be a bit […]

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Document and Mail merge for Salesforce

April 25th, 2013

Apsona is happy to announce a new add-on Mail and Document merge. Version 1.0 of the merging tool caters to three common situations: Email merge: Produce a batch of email messages from an email template, and send off the email messages. Document merge: Produce a batch of .docx document files from a .docx template, and […]

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