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Help and Support Documentation

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

Searching and Filtering

2

Searching and filtering
Managing and sharing filters

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
Simple backup
State and Country Picklists
Choosing values for lookup fields
Setting column labels in grids
Managing Salesforce Documents

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
Apsona views integrated into Salesforce pages
Setting connection properties
Apsona Items – managing your Apsona customizations
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

Email-Related Functionality

5

Email generation step-by-step
Generating email messages containing sublists
Sending record attachments with email
Editing HTML Email Templates
Sending email using Apsona

Reporting and Charting

7

Single-step reports
Filtering and multi-step reporting examples
Calculated fields in multi-step reports
Report visualizations
Charts and dashboards
JavaScript calculations in Apsona reports
Multi-step reporting

Document Generation: General Info

5

Generating documents: examples
Creating Apsona merge buttons in Salesforce pages
Example Lightning Web Component: Document Merge Action Selector
Run parameters for document generation
Generating documents and email messages

Word and PDF Document Generation

13

Creating Google Doc templates
Generating Word documents with dynamic images
Generating Address Labels
Generating Word and PDF documents
Generating envelopes with addresses
Generating barcodes in Word and PDF documents
Generating thank-you letters using Document Merge
Generating documents with sublists
Generating directories, event lists or other simple lists
If-Then-Else Conditionals in Document Templates
Using multiple templates for document generation
Inhibiting empty lines in generated documents
Combining list fields with commas in Word 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

Deduplication and Matching

2

Data cleansing functions
The Dedupe and Match Add-on

Apsona Grids

3

Getting started with Apsona Grids
Apsona Grids
Creating and managing Apsona Grids

For Non-profits

5

Importing donations
Batch Gift Entry Updates: November 2018
Batch Gift Entry
Setting up the Batch Gift Entry tool
Credit card processing with the Batch Gift Entry tool and iATS

Troubleshooting

9

Enabling user access to Apsona for Salesforce
“Insufficient privileges” when accessing Apsona
Clearing the Apsona cache
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

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

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Reporting and Charting

Reporting and Charting

Single-step reports
Filtering and multi-step reporting examples
Calculated fields in multi-step reports
Report visualizations
Charts and dashboards
JavaScript calculations in Apsona reports
Multi-step reporting

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Products

Apsona for Salesforce
Multi-step Reporting
Document & Email Merge
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Grids
Scheduler
Charts & Dashboards
Batch Gift Entry

Apsona for Salesforce
Multi-step Reporting
Document & Email Merge
Dedupe and Match
Grids
Scheduler
Charts & Dashboards
Batch Gift Entry

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