Apsona QuickStarts – Sales Cloud

APSONA  QUICKSTARTS

 

 

Welcome to the Sales 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

 

• QuickStart Tutorial Video
• StarterPack Download
  • Contents of Download:
    • Single Step Report – “Quick Start Top Level Report”
    • Single Step Report – “Quick Start Sublist Level Report”
    • Merge Action – “Quick Start Sample Merge Action”
    • Template – “Apsona Quick Start – Unpaid Invoice Summary Template.docx”
• Required add-on Licenses:
  • Document and Email Merge

 

DEDUPE AND MATCH

 

*COMING SOON*