When I was introduced to Salesforce back in 2011, Apsona was one of the first Apps that I used. Every Apsona webinar reminds me that we have journeyed through Salesforce together over the past decade. My appreciation for Apsona and it’s many features has grown over the years as more client needs are met and resolved via Apsona.
So, what is Apsona?
I typically divide Apsona into 3 main areas of functionality:
1. Data tool (included data queries, mass update, import/export capability)
2. Reporting (think Salesforce reporting on steroids)
3. Mail/Email Merge (see more below!)
I recently partnered with Apsona to show case Apsona’s Email & Document Merge capabilities. In the webinar below, we use a simple scenario and demonstrate creating customer invoices based on the Opportunity & Products. The concepts covered in this session can easily be reused and optimized for your own company’s needs.
Below is the full webinar, along with a list of resources referenced in the webinar. As a bonus, the template used in the demo is available for download.
Click download below to obtain a copy of the template created in this webinar.
Email & Document Merge
Merge with Sublist
Lightning Merge Button
Previous webinar (featuring conditional merges and templates)