Apsona
Apsona
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Redpath T.E.C.H. Talks: Managing duplicate data with Apsona
Struggling with duplicate contacts in your Salesforce database? Join us as we tackle one of the biggest “dirty data” challenges for database admins. While Salesforce’s built-in duplicate management tools work for one-off issues, larger cleanup projects may require a more powerful solution-like Apsona’s Single Table Dedupe Tool.
In this session, Stephanie King, Salesforce Nonprofit Consultant at Redpath Consulting Group, and Justin Barss, Chief Engagement Officer at Apsona, explore how Apsona’s tool simplifies deduplication and how Redpath’s Starter Pack of filters helps new users get up and running quickly. Don’t miss out on expert insights to keep your data clean and organized!
Don't forget to like this video, subscribe to our channel, and hit the notification bell so you never miss an update. Leave any questions or comments below, and we'll be happy to assist you!
Join us for weekly live demos: bit.ly/3v5sO2Q
Apsona website: www.apsona.com
Twitter: apsona4sfdc
LinkedIn: www.linkedin.com/company/apsona-inc.
Apsona Trailblazer Community: bit.ly/ApsonaTrailblazers
#salesforce #salesforceadmins #salesforceadministrator #trailblazers #apsona #datamanagement
Переглядів: 9

Відео

Tutorial: Automated Document Generation Solution with Apsona
Переглядів 3214 днів тому
Learn how to download a .DATa file to automate acknowledgment letters, donor receipts, and more with Apsona in just a few minutes! What You’ll Learn: - Report, Doc Template, and Merge Action: Work with standard objects to create and automate document generation. - Open/Clone in Apsona: Adjust the report or template to suit your specific needs. - Schedule Merge Actions: Navigate to Settings Merg...
Tutorial: How to Set Up Apsona’s Campaign Segmentation Solution Templates
Переглядів 4514 днів тому
Learn how to download a single solution to organize your contacts for targeted fundraising and alumni communications with Apsona! 🎯 What You’ll Learn: - Report Template Creation: Adjust reports to meet your end-user needs. - Build VF Pages: Create a Visualforce page for your custom report. - Lightning Testing: Move the VF page to a Lightning Record Page and test with users for optimal results. ...
Tutorial: Set Up Your Bio/Demo Data Import Solution with Apsona
Переглядів 1814 днів тому
Discover how to simplify your workflows with Apsona's Higher Ed Bio/Demo Data Importing solution using a single .DAT file! 🎓 What You’ll Learn: - Bio/Demo Data Updates & Imports: Quickly update and import data into Salesforce for accurate profiles and personalized communication. - Create Tabular Views and Field Sets: Learn how to design the perfect view for your end-user files within Apsona. - ...
Webinar | Empowering Higher Eds: Innovative Tools for Enhanced Administration and Engagement
Переглядів 4414 днів тому
Discover how higher education institutions can overcome common challenges like siloed data, inefficient donor management, and cumbersome reporting. In just 30 minutes, we’ll demonstrate how Apsona’s packaged solutions can streamline your data processes and transform the way you manage your donor and operational data. What You’ll Learn: - Bio/Demo Data Updates & Imports: Easily update and import...
Episode 15: How to record a HAR file
Переглядів 2421 день тому
Sometimes Apsona's engineering team needs to see what is going on 'under the hood' to better troubleshoot an issue. In this video you'll learn how to create a HAR file if we request it. Further documentation from Salesforce: help.salesforce.com/s/articleView?id=000391709&type=1 Don't forget to like this video, subscribe to our channel, and hit the notification bell so you never miss an update. ...
Streamlining Nonprofit Cloud Reporting: Creating End-of-Year Tax Letters
Переглядів 822 місяці тому
Join us for a LinkedIn Live session tailored for Nonprofit Cloud users, focused on simplifying end-of-year reporting. During this session, attendees: - Explored an exclusive page on our website featuring a complete doc merge solution for creating end-of-year tax letters, designed specifically for Nonprofit Cloud. - Witnessed a live demonstration of the complete solution, showcasing how it can s...
Enhancing Donor Trust with Apsona: A Case Study with Edmonton Community Foundation
Переглядів 983 місяці тому
For nonprofits, timely and accurate gift receipts are crucial for maintaining donor trust and compliance. Many nonprofits still rely on manual processes for issuing gift receipts, which can lead to errors, delays, and inconsistencies. Without streamlined processes, the time and effort required to manage these tasks can be substantial. Join our upcoming webinar to discover how Edmonton Community...
Boost Reporting Efficiency with Apsona’s MSR Query Analyzer
Переглядів 363 місяці тому
Discover Apsona’s MSR Query Analyzer, designed to optimize, analyze, and troubleshoot multi-step report queries with ease. See how this powerful tool can streamline your reporting process, identify bottlenecks, and enhance performance. Try it out free in your sandbox and unlock new insights today! sforce.co/4flpli3 Don't forget to like this video, subscribe to our channel, and hit the notificat...
Episode 14: Finding Salesforce Records with Apsona
Переглядів 803 місяці тому
In this video, we walk you through how to easily find and filter Salesforce records using Apsona. Learn how to quickly access the data you need with powerful search and filtering tools, all within Salesforce. Perfect for admins and users looking to boost their productivity! Don't forget to like this video, subscribe to our channel, and hit the notification bell so you never miss an update. Leav...
Getting Started with Apsona for Salesforce
Переглядів 2213 місяці тому
Welcome to Apsona. This video will walk you through our base package, Apsona for Salesforce. Please pause as necessary to follow along in your own org. Please follow the links provided to learn more about our other core products including Multistep Reporting and Document and Email Merge. Helpful Links: - Apsona Installation Video: ua-cam.com/video/2_0BIZtC89g/v-deo.htmlsi=BrTZRyr1OIh4tF9T - Aps...
How to Install the NPC Year-End Tax Letter Solution Using Apsona's Tools | Quick Guide
Переглядів 984 місяці тому
In this video, Chad walks you through the step-by-step process of installing the Salesforce Nonprofit Cloud Year-End Tax Letter Solution using Apsona's powerful tools. Learn how to streamline your tax letter generation, optimize your workflow, and make year-end reporting easy. Perfect for nonprofit organizations looking to enhance their data management in Salesforce. Don't forget to like this v...
Episode 13: De-Duplicating Person Accounts with Apsona
Переглядів 1144 місяці тому
Watch how to properly de-duplicate Person Accounts. And see some of the ways it can go wrong. Install link for Dedupe and Match: appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FK9cSUAT Support Documentation for Dedupe and Match: apsona.com/pages/sfdc/doc/dedupe.html Demo Video for Dedupe and Match: ua-cam.com/video/XOHC2JfY03E/v-deo.html Don't forget to like this video, subscr...
How to Install and Configure Apsona for Salesforce: A Step-by-Step Tutorial
Переглядів 1725 місяців тому
How to Install and Configure Apsona for Salesforce: A Step-by-Step Tutorial
Redpath T.E.C.H. (Teach, Engage, Consult, Huddle) Talks: Managing duplicate data with Apsona
Переглядів 686 місяців тому
Redpath T.E.C.H. (Teach, Engage, Consult, Huddle) Talks: Managing duplicate data with Apsona
Getting Started with Apsona Email & Document Merge on Salesforce Nonprofit Cloud
Переглядів 3416 місяців тому
Getting Started with Apsona Email & Document Merge on Salesforce Nonprofit Cloud
How to Use Apsona Email & Document Merge on Salesforce Sales Cloud Step by Step Tutorial
Переглядів 4926 місяців тому
How to Use Apsona Email & Document Merge on Salesforce Sales Cloud Step by Step Tutorial
Episode 11: Show me How | How to Reduce Records Displayed in Salesforce Using Apsona Filters
Переглядів 346 місяців тому
Episode 11: Show me How | How to Reduce Records Displayed in Salesforce Using Apsona Filters
Episode 10: How to Create a Merge Button with Apsona
Переглядів 2146 місяців тому
Episode 10: How to Create a Merge Button with Apsona
How to Assign Apsona Grids Licenses
Переглядів 547 місяців тому
How to Assign Apsona Grids Licenses
Episode 7: How to Purchase Apsona
Переглядів 368 місяців тому
Episode 7: How to Purchase Apsona
Episode 5: How do I Clear Cache
Переглядів 358 місяців тому
Episode 5: How do I Clear Cache
Episode 3: How to Deploy from Sandbox to Production
Переглядів 2748 місяців тому
Episode 3: How to Deploy from Sandbox to Production
Episode 3: How to Update the Console View
Переглядів 229 місяців тому
Episode 3: How to Update the Console View
Episode 2: How to Create a Merge Field with Apsona
Переглядів 2549 місяців тому
Episode 2: How to Create a Merge Field with Apsona
Episode 1: How to Update Contact Information
Переглядів 1989 місяців тому
Episode 1: How to Update Contact Information
Transforming Salesforce Data Management with Apsona Grids
Переглядів 1029 місяців тому
Transforming Salesforce Data Management with Apsona Grids
Unlocking Efficiency: Apsona Reporting Scheduler Tool Demo
Переглядів 13410 місяців тому
Unlocking Efficiency: Apsona Reporting Scheduler Tool Demo
Episode 5: How to Find Notes in Salesforce
Переглядів 28011 місяців тому
Episode 5: How to Find Notes in Salesforce
Episode 6: How to Delete Salesforce Files in Apsona
Переглядів 108Рік тому
Episode 6: How to Delete Salesforce Files in Apsona

КОМЕНТАРІ

  • @raksharaichandani7756
    @raksharaichandani7756 6 місяців тому

    Can we print these notes?

    • @ChadHarris-Apsona
      @ChadHarris-Apsona 6 місяців тому

      Hi @raksharaichandani7756 I don't think Apsona gets access to the full contents of the Notes records, but just the metadata about it. I believe that Data Loader is able to truly extract the actual notes with their contents. If you do some searching on "export Notes from Salesforce" you should find some good articles on how to use Data Loader for this.

  • @tjassey
    @tjassey Рік тому

    Great video. Thanks. The name of the video includes "Auto-duplication". Did you mean "Auto-deduplication"?

  • @eddy6091
    @eddy6091 Рік тому

    😂 *Promo sm*

  • @terrycole
    @terrycole Рік тому

    Live this feature! Use it all the time.