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Getting started with Apsona for Salesforce

Welcome! Here are a few short articles that might help you get up and running quickly with Apsona for Salesforce.

Installing Apsona for Salesforce

To install Apsona for Salesforce:
  1. Install from the AppExchange page. Visit our AppExchange listing and click the Get it Now button on that page. Then proceed through the screen steps which appear. We suggest that, in doing so, choose to allow access to all users instead of just administrators, because that choice makes it easier to assign licenses to non-administrators later.
  2. Make the Apsona tab visible. Click the '+' sign at the top right of the Salesforce menu bar, and then click the "Customize my Tabs" button. Then select the Apsona entry from the list on the left side and move it to the right side. See how.
  3. Assign licenses to users. Click Setup - Installed Packages and then click the Manage Licenses button next to Apsona for Salesforce. On the screen that now shows, select the users to whom to assign Apsona licenses. See how.

Providing access to users

As an administrator, you will have the ability to access all your native as well as custom objects through Apsona. But you will need to set up access for those non-administrator users who also need access, and they are seeing issues, you might fix them via the steps described here. If you run into Salesforce errors about insufficient privileges, we have some documentation that can help.

Access to custom objects

Apsona for Salesforce installs with a default set of objects, typically without the custom objects in your org. To make those custom objects available in Apsona, you create an Apsona Configuration. Watch this video (6 min) for a quick look at the process. Here is a brief summary.
  1. Hover your mouse over the Settings menu and click Configurations.
  2. In the list that appears on the left side, click the "Default Configuration" row.
  3. In the panel on the right, click the "Clone" button. A popup window appears.
  4. In the popup window:
    1. Select "System Administrator" (or whichever is your profile) as the choice in the "For profile" dropdown.
    2. In the list of "available non-visible" objects on the left, double-click the ones you wish to be available to you, so that they become visible.
    3. Click Next twice.
    4. In the "Setup menu bar" tab, double-click the objects on the left that want to appear in your menu bar.
    5. Click "Save".
  5. Now hover over the Settings menu and click "Clear cache" so that your changes take effect.
For full details about configurations and menu bars, please view the configuration documentation.

Clearing the Apsona cache

During the initial setup phase, you will make updates to your configuration or layout, and when you do so, you must tell Apsona to clear its cache so that it re-learns your choices. You can clear the cache by clicking Settings - Clear cache. Make sure you do this each time add or remove a custom field or custom object, or add or remove a picklist value. More details about Apsona's caching are available.

Searching for data records

Each of the object menus includes a "Filter" dropdown, from which you can select "New filter..." to set up a new search condition. You can then save that search condition as a filter. The search and filter capability is very powerful, and is described in detail.