APSONA QUICKSTARTS
Welcome to the Nonprofit Cloud QuickStart Page.
For Each Apsona Solution below there will be a QuickStart Video and Download link containing sample Apsona Items.
Have question? Email support@apsona.com
APSONA FOR SALESFORCE
- Video tutorial on installing and configuring Apsona for your users
- Video tour through our core package: Apsona for Salesforce
MULTISTEP REPORTING
*COMING SOON*
DOCUMENT AND EMAIL MERGE
Year-End Tax Receipt:
- QuickStart Tutorial Video: This video will walk you through how to build all the necessary pieces of a Year-End Tax Receipt document merge
- Starter Pack Download: This is a pre-built solution that you can download and use today!
- (Instructions on how to install Starter Pack)
- Contents of Starter Pack:
- MultiStep Report – “NPC Quick Start Top Level Report”
- MultiStep Report – “NPC Quick Start Sublist Report”
- Merge Action – “NPC Quick Start Sample Merge Action”
- Template – “NPC Year End Tax Receipt.docx”
- Gift Transaction Filter – “Gifts Won LY”
- Account Filter – “Person Accounts with Gifts LY”
- Contact Filter – “Contacts with Gifts LY”
- NOTE: To avoid errors, make sure “Person Accounts” are enabled and ensure that these objects are included in your Apsona Configuration:
- Gift Transaction
- Gift Designation
- Gift Transaction Designation
- Account Contact Relationship
- Required add-on Apsona Licenses for this solution:
- Multistep Reporting
- Document and Email Merge
DEDUPE AND MATCH
