{"id":2010,"date":"2021-01-24T18:58:54","date_gmt":"2021-01-24T23:58:54","guid":{"rendered":"http:\/\/cloudsntricks.com\/?p=207"},"modified":"2021-01-24T18:58:54","modified_gmt":"2021-01-24T23:58:54","slug":"apsona-mail-merge-that-works-for-you","status":"publish","type":"post","link":"https:\/\/cloudraysolutions.com\/apsona-mail-merge-that-works-for-you\/","title":{"rendered":"Apsona: Mail Merge that Works for YOU"},"content":{"rendered":"\n

When I was introduced to Salesforce back in 2011, Apsona<\/a> 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. <\/span><\/strong>My appreciation for Apsona and it’s many features has grown over the years as more client needs are met and resolved via Apsona.<\/p>\n\n\n\n

So, what is Apsona? <\/span><\/strong><\/p>\n\n\n\n

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!)<\/p>\n\n\n\n

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.<\/span><\/strong><\/p>\n\n\n\n

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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. <\/p>\n\n\n\n

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