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.
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.
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.
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.
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.
(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.
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.
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.