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Video Library

General

Overview

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Watch a short video highlighting the key features of Apsona for Salesforce.

12 min

Detailed tour

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A detailed look at several aspects of Apsona for Salesforce, including brief introductions to filters, mass update, mass email, reports and data import. Includes an example of importing into Accounts and Contacts from one CSV file.

27 min

Data export

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Shows how you can search for a specific set of records using a filter, and then export into CSV format a selected set of fields of those records.

2 min

Changing record ownership

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How to use the mass-update feature to change change the ownership of a filtered set of records. The example shows ownership change for Lead records with a status of "Open - Not Contacted".

2 min 25 sec

Editing the console view layout

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The console or side by side view. This example shows how to set up the console view and inline editing of fields.

Managing menu bars and custom objects

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How to set up the Apsona menu bars for you and your users, on a per-profile basis, including how to select the objects that should be available to these users in their Apsona UI.

5 min 50 sec

Searching and filtering

Using nested filters

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A demo showing how to produce a list of Contacts who are part of two specific Campaigns. This demo illustrates how to use nested filters to enforce filtering conditions across multiple related objects.

4 min

Exception filtering

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How to get records of one type based on the absence of records of a related type. This example shows how to get Leads with no associated tasks.

Exception reporting

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How to create an exception report. The example shows Accounts with no opportunities. Analyze your data using aggregation fields and a couple of visualizations.

Finding neglected contacts

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How to carry search results across chains of related objects. This example shows how to identify Contact records that have no recent tasks. A filter on the Contact object with constraints applied on the related task object.

Webinar on searching filtering, hosted by Cloud for GoodShare

A demo showing many of the filtering features in Apsona - special fields, cross-object filters, and the like

Importing data

Importing data

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Introduction to the import process in Apsona, showing how to import Contact records from CSV data.

4 min 24 sec

Import into multiple objects

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Import data records into multiple related objects with just a single CSV file. Here is a detailed example showing how to do this. This example shows importing Account and Contact records from one CSV file, but you can use a similar procedure to import into any pair of linked tables.

Mass add to Campaign

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Mass add a filtered set of records into a Campaign. This example shows adding Leads to a Campaign.

Data cleansing during import

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Actions menu during an import. This example shows how to Add a column, remove a column, find and replace data and more during Step 2 of the import.

Add to Campaign via import

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Add new and existing Contacts to a Campaign. This example shows how to retrieve the Contact ID's of existing Contacts while importing new contacts and add all of them as Campaign members to a Campaign.

Importing donation records

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(For non-profit organizations) Import Contacts and Donations with a single csv file. This example shows how to import Contacts, import and link their Donations and add the Contact Role all with a single CSV file.

Importing Notes

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This example shows how to import and link Notes to Contacts.

Reporting

Multi-step reports

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Overview video of Apsona Multi-step Reporting. This example shows the top donors, the sum of their Opportunities by Campaign.

10 min

Calculated fields in multi-step reports

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A short video illustrating how to use calculated fields in multi-step reports

4.5 min

Webinar: Multi-step Reporting - a tutorial

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A tutorial on building multi-step reports

58 min

Webinar: Reporting tools for Salesforce

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This webinar focuses on building Single step Reports with Apsona for Salesforce and Multi-step reports with Apsona Multi-step Reporting.

57 min

Webinar: Apsona Multi-step reporting for Salesforce

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A webinar highlightling the features of Apsona multi-step reporting, hosted by our partners Cloud for Good, July 2017

57 min

Document generation

Merging Salesforce data with Excel

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Generate an Excel spreadsheet from an Excel .xlsx template, containing data from one or more Salesforce objects or Apsona reports or multi-step reports. This example shows merging an Opportunity Pipeline report into an Excel template.

12 min

Merging Salesforce data with Word

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Generate a batch of .docx document files from a .docx template, and download the results either as a .zip file or as a single .docx file with may pages, one for each record. This example shows a year end thank you letter to donors, with a list of their Donations, merged into a Word template.

12 min

Generating Word documents: an in-depth look

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A detailed look at how to generate a batch of .docx document files from a .docx template, including sublists, subtotals and grouping of sublists.

22 min

Generating Word address labels from Salesforce data

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Use a standard Avery or similar address label template (or use your own) to generate address labels from Salesforce data..

6.5 min

Webinar: Generating documents with Apsona - a tutorial

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A tutorial on generating documents such as invoices and tax letters

55 min

Webinar: Excel reports from Salesforce data using Apsona - a tutorial

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A tutorial on producing Excel-based charts, reports and dashboards

52 min

Webinar: Sending personalized email from Salesforce data

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See how to use Apsona tools to generate and send customized email messages that contain your Salesforce data

30 min

Charts and dashboards

Apsona Charting overview

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A short overview of Apsona Charting that enables creating charts and dashboards within Salesforce.

4.5 min

Webinar: Apsona Charting

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Webinar on June 9, 2015, demonstrating Apsona Charting.

43 min