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Key features

Never lose context. Because Apsona for Salesforce is a pure Web-2.0 Ajax application, most of the screen updates happen in-place, with no jarring screen refreshes. This lets you retain your work context and focus on being productive rather than waiting for the screen to refresh.

Find what you want instantly. Search results appear right underneath the search panel, with no loss of context, so you can revise your search criteria instantly.

Restrict search results based on related objects. For example, you might want to find all Accounts that have total Opportunity values of at least $20,000, or all Cases whose Contacts are in New York. In both of these examples, the filtering condition is determined not by the main object (Account or Case) but by a secondary one (Opportunity or Contact respectively).

Save and reuse your searches. You can create a filter, say “My opportunities closing next month”, and save and reuse it. You can use it in any of the views—the list view, calendar view or tabular grid view. By contrast, ties filter terms to specific views, and you will often be forced to create a separate view just to filter data records in some way.

Quickly create custom reports. Choose just the fields you want, set up filter terms and sort criteria, and run the report immediately. You can also create charts, graphs and pivot tables, and export the report results into CSV with just a few clicks.

Mass-edit your records using the tabular view. You can use the tabular view to mass-edit a whole bunch of fields in several records, and save them all in one click. You can also choose the specific column fields you want to see in your tabular view dynamically, so you can pick out just the data you want to see.

Create a calendar on any date field. With Apsona for Salesforce, you can view the data from any date field in calendar form. For example, you can view your Opportunities in a calendar by Close Date, Created Date or Last Activity. You can even switch between these views with one click.

Update en-masse. Search and filter to the records you want, and update upto 5 fields of all those records with the values you provide. For example, you can find all the campaign records whose end date was last month, and update all their statuses to “Completed” in one click, no matter how many records there are.

Export just what you need. Use the search and filter functions to narrow down the records you want, choose the fields you want exported, and export just that data into CSV (comma-separated values) instantly.

Import new records into any object quickly. Start with a CSV file, match the headers in the file with the salesforce.comobject fields, and import them all into your system instantly. The import wizard includes extensive data validity checks, and yet gives you instant feedback - no need to wait for a queued import, unlike with

Update data via import. You might want to update selected fields of some objects with external data. For example, you might have a pricing CSV file containing product IDs (or names) and prices, and you might need to update the prices of just those product records in the file. The import wizard lets you do exactly that.

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