Apsona Multi Step Reporting Configuration (Salesforce AppExchange)

1. A brief about Apsona by Salesforcedata-migration-apsona-for-salesforce

Apsona for Salesforce is a paid app ($450 for 3 users per year) that can be installed from the Salesforce AppExchange. This can be used for Multi-Step reporting, create calendar views, perform mass update/delete operations, generate documents in excel, word and pdf format via addons.

Below is a list of functionalities provided by Apsona-Fast data entry screens

  • Highly reactive interface – just like a desktop app
  • Refined filtering and reporting
  • Fields from all related objects can be used for filters and reports
  • “Exception” filters and reports (e.g., find all accounts that have no opportunities)
  • Multiple views of your data: editable grids, lists with tabs, calendars
  • Mass update of filtered data: update any number of records in one click
  • Mass add-to-campaign: add any number of leads/contacts to a campaign in one click
  • Mass email
  • Built-in import, update and upsert features
  • Import with automatic lookup across objects instead of VLOOKUP
  • Trend analysis with real-time ad-hoc reports

Add-ons available for-

  • Document and email generation from any object, with data merged into Excel, Word or Email
  • Creating charts, dashboards and pivot tables via a simple drag-and-drop interface, directly within Salesforce
  • For non-profits: Batch gift entry add-on

2. Current scenario or reports in salesforce and the need for Apsona

  • Joined reports cannot be used for adding members to campaign. Add to campaign button is disabled for joint reports
  • The report builder preview shows a maximum of 20 rows for summary and matrix reports, and 50 rows for tabular.
  • You can’t have more than 250 groups or 4,000 values in a chart.
  • Reports display a maximum of 2,000 rows printable view displays a maximum of 20,000 rows, to view more export it to an excel.
  • Matrix reports display a maximum of 400,000 summarized values.
  • Matrix reports that return more than 2,000 rows don’t show details.
  • By default, reports time out after 10 minutes.
  • In a joined report, each block can have up to 100 columns. A joined report can have up to 5 blocks.

3. Installing and configuring Apsona from AppExchange

Step 1- go to the https://appexchange.salesforce.com/ link and search ‘Apsona’ in the search bar on the top left corner

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Step 2- click on the app with name ‘Apsona for salesforce’ and click on ‘get it now’ button

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Step 3- click on ‘login in to the AppExchange with your salesforce login credentials

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Step 4- click on ‘install in production’

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Step 5- accept the terms and click on ‘confirm and install’

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Step 6- select the option as per your requirement

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Step 7- you can view app details and user licenses available as per below

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Step 8- Apsona welcome screen post-installation

 

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Step 9- Repeat the above steps for installing ‘Apsona Multi-Step Reporting’ from app exchange

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4. Creating Multi-Step reports

Step 1- Go to Apsona reports from the tab

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Step 2- Click on reporting tools and click multi-step reports

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Step 3- Click on new to generate a multi-step report

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Step 4- Fill in the name and details, select the folder and click on add step

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Step 5- Fill in the step name, select the object from the drop down list

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Step 6- after entering details go to retrieved fields tab on the tab and select the corresponding field you want in the report and for matching with other objects

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Step 7- selected fields will be shown as below

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Step 8- after selecting the field click on linkages to set the matching rule. It will be disables for the 1st step of report as there is no other object selected to match details with

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Step 9- repeat step 7 to 8 for contact and print object and select the linkages from the linkage tab to match the records

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Step 10- Click on Save and Run. You can go to the more tools option at the top and select add to campaign desired. At most 50000 records can be added in one go.

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5. Exporting reports

Step 1- Click on settings in the top horizontal panel and select Apsona items

Step 2- enter the report name in the search panel and hit enter. You will get a list of matching reports. Select the report you want to extract

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Step 3- Select tools option on the side and click on export items. Your report   will be downloaded in .dat extension

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6. Reference(s)

salesforce-integration-5-reasons-learning-management-system-needs

Auto Suppression of contacts -Salesforce Marketing Cloud (ExactTarget)

Suppression management is an important task whenever you are targeting a set of audience to receive your emails or sms or push notifications through any channel or any tool. With the latest laws like CAN-SPAM and the fines associated with it it’s of more significance for people who are not meant to to not receive emails than people actually receiving it as the fine associated with former is much more than the revenue generated by the latter. Auto-Suppression is a functionality provided by Salesforce Marketing Cloud where you can prohibit people from receiving emails via automation. Just prepare a list, feed into the system and they would be left out from every email going out of your software.

Some pointers-

  1. Use an auto-suppression list when you want to assign a suppression list to be used across the entire enterprise or for specific business units for specific send classifications.
  2. You can assign auto-suppression lists at different levels of your account.
  3. Suppression lists filter out email addresses and prevent those addresses from receiving your messages.
  4. Suppression lists serve as a do-not-contact list for your email sends.
  5. You can assign auto-suppression lists across an entire enterprise or to a specific business unit with a specified send classification
  6. If you assign an auto-suppression list to the enterprise, email addresses on the auto-suppression list will not receive any messages from any account for the send classification you specify.

Creating a list-

  1. login into marketing cloud via url – https://mc.s7.exacttarget.com
  2. go to Email app1
  3. click on Admin in the top menu
  4. click on Auto-Suppression configuration towards the end of side-menu2
  5. click on create button3
  6. enter the details as shown in the below demoshot5
  7. select the CAN-SPAM classification type- Commercial, transactional or to both5
  8. select the business units you want the suppression to happen
  9. click on Save4

Adding members to list- We cannot import via manual transfer in the auto-suppression list like we do in a data extension. Import can be done only through a import job which will directly insert the records into the list.

  1. Create a .csv file with 2 colums – ‘Email Address’ and ‘Event Date’. 1st columns is a required field while 2nd is just for record purpose. Put the file on your FTP location
  2. go to email tab in marketing cloud
  3. click on Interactions>Import5
  4. Fill in the details
  5. select the FTP location defined for this file
  6. select the file-type and provide a filename which matches to the filename on your FTP location
  7. select Data Extension radio button7
  8. select the auto-suppression configuration option
  9. select your list you just created
  10. select the import type as add and update or overwrite as per business requirement
  11. enter a notification email address to receive success or error logs on imports done6
  12. click Save

Resources-

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