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Apsona for Salesforce
If my budget allowed only one additional program from the Salesforce.com AppExchange, my choice would be from Apsona.
…Now that we no longer are relying on 10 different staff members to input data, things can get done on time.
I'm not sure how we would survive without Apsona and Multi-step reports. So far we've created reports, Word and Excel merges, a tab using the surrogate object for Tasks and the Apsona version of related lists on layouts. The company's support has been very helpful and responsive.
Filter by fields from related objects, metric functions, and exception conditions. Save your searches as filters and reuse them.
Streamline your data searches, ensuring you find exactly what you need, when you need it.
View your data in list-and-detail, child tabs for related objects, editable grid, or calendar views.
Customize your data view for enhanced clarity and faster operations.
Edit and update any field in-place, without losing context.
Make swift changes without navigating away, enhancing your workflow efficiency.
Choose the fields to display in your grid and edit all of them in a single step.
Personalize and manage your data views with ease and precision.
Experience a highly responsive application without the hassle of page refreshes.
Enjoy a smooth, uninterrupted workflow for a more efficient data management experience.
Select a set of filtered records, specify fixed values for certain fields, and update all those fields in your chosen records simultaneously.
Simplify bulk changes, such as reassigning ownership, for faster data updates.
Choose a set of filtered records and delete them all in one go.
Clean up your data sets quickly and efficiently, ensuring a clutter-free environment.
Create reports on any object with chosen fields, filters, and sort criteria, then export to CSV with a single click.
Simplify data analysis and sharing with intuitive, one-click reporting.
Navigating through Group, Professional, Enterprise, or Unlimited editions? Apsona's got your back, ensuring a flawless integration across the board.
Why juggle with Flash, Java, or other plugins? Apsona thrives directly in your Salesforce browser window, epitomizing simplicity and efficiency.
Firefox, Chrome, Safari, Opera, or IE 10+? No matter your choice, Apsona ensures a consistent, optimized experience.
Dive into Apsona's vast capabilities with just a single VisualForce page and one custom object. Minimal setup, transformative results.
| Function | Salesforce Native Reports | Apsona Single Step Reports |
Apsona Multi-step Reports |
|---|---|---|---|
| Lookup traversal | Parent-to-child only | Any / As many lookups to Parent record from initial object Any / As many lookups to Child records from initial object | No limitations, can go either parent-to-child or child-to-parent |
Cross-object filters (e.g., Accounts with opportunities in multiple years) |
Minimal or not supported | Multiple cross-object with quantified filters | Fully supported |
Chained filters across objects (e.g., Accounts whose opportunities came from specific campaigns) |
Not supported | Fully supported | Fully supported |
Metric filters (e.g., Accounts with opportunity total value at least $500k) |
Not supported | Fully supported |
Fully supported |
Top-n queries (e.g., Partner accounts and their top 5 opportunities) |
Not supported | Range applied 3 sorting fields with record suppression (1+ records) | Fully supported |
| Matrix / Pivot table visualization common to stakeholder requests | Not supported | Fully supported
|
Fully supported
|
7040 Via Valverde, San Jose CA 95135, USA.
