Cloudy’s Favorite Apps: Apsona
Have you ever wished you could import and export all of your salesforce.com data without firing up an external application or digging out your security token?Have you ever encountered the limits of Salesforce.com reporting, wished that you could create more sophisticated reporting filters, or gotten frustrated while managing a list of custom report types?
How much time would you save if you could perform inline-editing on a whole list of records, without clicking into each one individually?
What if you could realize all of these functions and more with a single inexpensive app?
Apsona is one of Cloudy’s favorite AppExchange apps, with such varied and powerful functionality that it can benefit any organization. What’s more, nonprofits have access to 10 free licenses!
Cloudy recently created an awesome report for a nonprofit client, allowing them to see which of their donors contributed to last year’s matching grant Campaign, but did not contribute to the same Campaign this year. This insight will enable them to do a targeted and informed “ask” of those invested donors for this year’s matching grant challenge! The information on how to create this report using nested filters was right on the Apsona website:
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The Apsona Website has lots of eye-opening use-cases and tutorials like this one! |
- Create Exception Reports: ie. Show all Accounts WITHOUT Opportunities.
- Quickly change record ownership en mass.
- Import into multiple objects.
- Cleanse and import data in a single, integrated process.
Visit this page for some short, informative demos to see how powerful yet simple Apsona can be: Apsona Demos on the AppExchange
If you would like help evaluating this App for your salesforce.com, installing it, or creating your first custom reports, CONTACT US!
Read Cloudy’s reviews of other popular Apps:
With the rapid evolution of technology, Salesforce solutions are ever-changing and improving features. Contact our team for up-to-date information.
About the Author: Stephanie King
