General Information 6 Sub-tabs showing related records Managing campaigns and campaign members Apsona products compared with DemandTools Restricted licenses Grid (or Tabular) views Getting started with Apsona for Salesforce
Data Management 15 Importing data into Salesforce objects Exporting Data Records Drill-up, drill-down and mass add Importing data into multiple salesforce objects Importing Campaign Members using email addresses Updating records en masse (bulk updates) Updating the Campaign Member Status field using Donation Records Deleting data records Updating multi-select values Managing Leads
Change Logs 10 Recent changes Wrapping up 2023 Wrapping up 2022 Wrapping up 2021 Wrapping up 2020 Wrapping up 2019 Wrapping up 2018 Wrapping up 2017 Feature updates and bug fixes – 2015 and earlier Wrapping up 2024
Administration and Customization 10 Viewing available objects and fields Access permissions, custom objects and menu bars Setting connection properties Managing license information Sharing Apsona components among users Accessing Apsona reports via API Using Apsona with Salesforce Lightning Viewing the object and field access rights by Profile Apsona views integrated into Salesforce pages Apsona Items – managing your Apsona customizations
Email-Related Functionality 5 Generating email messages containing sublists Sending record attachments with email Editing HTML Email Templates Sending email using Apsona Email generation step-by-step
Reporting and Charting 7 Filtering and multi-step reporting examples Report visualizations Charts and dashboards JavaScript calculations in Apsona reports Single-step reports Calculated fields in multi-step reports Multi-step reporting
Document Generation: General Info 5 Generating documents: examples Example Lightning Web Component: Document Merge Action Selector Run parameters for document generation Creating Apsona merge buttons in Salesforce pages Generating documents and email messages
Word and PDF Document Generation 13 Creating Google Doc templates Generating Address Labels Generating envelopes with addresses Generating barcodes in Word and PDF documents Generating thank-you letters using Document Merge Generating directories, event lists or other simple lists Inhibiting empty lines in generated documents Combining list fields with commas in Word documents Generating documents with sublists Generating Word and PDF documents
Excel Document Generation 4 Generating Excel (.xlsx) files Working with Excel templates Creating simple charts with Apsona Excel Merge Creating pivot tables with Apsona Excel Merge
For Non-profits 5 Importing donations Batch Gift Entry Updates: November 2018 Setting up the Batch Gift Entry tool Credit card processing with the Batch Gift Entry tool and iATS Batch Gift Entry
Troubleshooting 9 “Insufficient privileges” when accessing Apsona Missing objects or fields About API Usage How to open a CSV file containing non-English characters in Excel Resolving “semijoin subselect” errors Batch Gift Entry Common error messages Clearing the Apsona cache Enabling user access to Apsona for Salesforce
Data Model Diagrams 5 Salesforce CRM data model Non-Profit Success Pack data model Data Model Diagram: Non-Profit Success Pack with Auctions for Salesforce Convio Common Ground Causeview data model
