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Does Apsona for Salesforce work with all non-profit versions of Salesforce?
Apsona for Salesforce works with all non-profit versions of Salesforce, including the Non-Profit Success Pack (NPSP), Causeview, Luminate, Affinaquest, NGO Connect, or any force.com application.
How do I add custom objects to Apsona for Salesforce?
If you have any other non-profit-specific applications installed (such as Causeview or Luminate), the custom objects in those applications are automatically available within Apsona for Salesforce. You can choose the specific objects you want to work within Apsona for Salesforce via the configuration manager .
Does the donation include all Apsona products?
The donation includes only Apsona for Salesforce licenses; it does not include any additional products such as Apsona Multi-step Reporting, Email and Document Merge, or Batch Gift Entry. Those products can, however, be purchased at a discount.
What does Apsona do?
Apsona for Salesforce is an app available on the AppExchange. It is a supplement to your existing Salesforce that significantly expands your ability to work with your Salesforce data. The Apsona base product is free for nonprofits.
How do I use Apsona in Salesforce?
0:4912:50Apsona for Salesforce – Overview – YouTubeYouTubeStart of suggested clipEnd of suggested clipYou can see the calendar. View let’s take a closer look at each one of these views on the left is aMoreYou can see the calendar. View let’s take a closer look at each one of these views on the left is a list of all the records in the accounts. Object. You can sort at the top of the column.
How do I add users to Apsona?
Ensure that the user profile has access to the Apsona Visualforce page, as follows.Click Setup – Develop – Pages.Click the “security” link next to the page.Add the user’s profile to the list of enabled profiles.Click Save.
How do I add an object to Apsona?
0:044:54Configurations for managing custom objects and the Apsona menu barYouTubeStart of suggested clipEnd of suggested clipWe start by clicking the settings tab and when you click settings you’ll see a list of options here.MoreWe start by clicking the settings tab and when you click settings you’ll see a list of options here.
About
Apsona for Salesforce works with all non-profit versions of Salesforce, including the Non-Profit Success Pack (NPSP), Causeview, Luminate, Affinaquest, NGO Connect, or any force.com application.
Pricing for non-profit organizations
The discounted prices below apply to non-profit organizations who have been granted the 501 (c)3 status by the United States IRS, or are a recognized charity in the country of the organization. Government agencies or tax-exempt organizations without the 501 (c)3 status are not eligible for discounted prices.
Partner and Community Licenses
We offer volume license pricing for Community and Partner users. Please contact us for details.
Donated licenses
We donate licenses of Apsona for Salesforce to qualifying non-profit organizations.
How to make Apsona tab in Salesforce?
Make the Apsona tab visible. Click the ‘+’ sign at the top right of the Salesforce menu bar, and then click the “Customize my Tabs” button. Then select the Apsona entry from the list on the left side and move it to the right side. See how.
Can you access Apsona as an administrator?
As an administrator, you will have the ability to access all your native as well as custom objects through Apsona. But you will need to set up access for those non-administrator users who also need access, and they are seeing issues, you might fix them via the steps described here.
What is Salesforce API?
Apsona for Salesforce relies heavily on the metadata aspects of the API calls ( describeGlobal and describeSObjects) that Salesforce provides. This API includes information about what fields are accessible to and modifiable by the current user. This means that all of the profile information, sharing rules and access rights configured for the user are automatically inherited when the user accesses data via Apsona for Salesforce. In other words, the data and access rights available to the user via Apsona for Salesforce are exactly the same as those available directly via salesforce.com’s native user interface. The user experience, however, is better (in our opinion).
Can you use Apsona to subvert Salesforce?
Thus Apsona cannot be used to subvert Salesforce’s security mechanisms.
What is Salesforce Adoption?
Salesforce adoption measures the extent to which users have incorporated Salesforce into their day-to-day tasks. User adoption indicates how well the Salesforce Admin (and development teams) have configured and customized Salesforce to fit the organization’s unique needs.
Why is Salesforce Adoption Important?
The introduction painted a picture of failed Salesforce ROI. Aside from avoiding poor user adoption, why should your company focus on improving its adoption rate?
How is Salesforce Adoption Calculated?
Salesforce adoption can be measured using Salesforce dashboards. You have the choice to use the pre-built dashboards from the AppExchange package (and customize to your needs), or create your own .
Why does Salesforce Adoption Fail?
New implementations of Salesforce are especially vulnerable to poor user adoption – that is, when an organization first rolls Salesforce out to its users.
How do I Improve Adoption in Salesforce? Salesforce Adoption Strategies
Salesforce adoption strategies are the steps you take to promote user adoption. This would include steps when designing solutions, user onboarding tactics, the tracking in place, and coming full circle, to optimization.
Salesforce Adoption for Sales Teams
Out of all teams in an organization, sales teams come up time and time again in the adoption conversation. Why?
Summary
Never forget how important Salesforce user adoption is. You should keep the “three inseparable principles” to hand throughout your Salesforce career.
1. Listen actively
UNF stakeholders were numerous and diverse, including executives and 18 departments. The Core Salesforce Team spent considerable time asking questions to understand their pain points and identify opportunities to create efficiencies.
2. Remain positive
Because of the existence of a legacy CRM system, the team needed to be sensitive to user burnout and wariness that any new system would be a panacea. The team maintained a “positive approach;” and acknowledged users’ pain points, understanding that any negativity was coming from a place of need.
3. Set a baseline measurement
As part of the listening tour, Lyrae and Jordan sought to quantify the existing levels of effort required for the various functions slated for CRM. This would establish a baseline against which UNF would measure the success of the new system and, therefore, further encourage user adoption.
4. Empower enthusiasts
The team identified prospective users who were enthusiastic about the Salesforce initiative. Twenty-five of them – representing each affected department – formed the “Champions” group which served as a communication conduit to and from the frontlines, relaying messages, sharing success stories and reporting back questions or issues.
5. Name Salesforce Administrators early
Because a new CRM system would require staff members to learn new software, it was important to identify Salesforce admins early in the process who had both technical know-how and people skills. Early identification also allowed UN Foundation’s four admins to receive advanced training and provide visible frontline support.
6. Communicate frequently and clearly
Communication – up and down the organization’s ladder — was a critical piece of the implementation strategy. Lyrae actively managed a communication plan that varied by the audience.
7. Celebrate success
Throughout the process Lyrae and her team shared Salesforce successes big and small, and communicated each time a milestone was reached. At launch, early adopters and champions were celebrated, thanked and rewarded with Salesforce-branded swag.
How to use Salesforce?
With your metrics defined and your dashboards set up, the next step is to start thinking about how you can create an advantage to using Salesforce over not using it. Add the motivation, and the users will follow. This might involve: 1 Providing valuable insight unavailable elsewhere, such as well-designed reports and dashboards or intelligent lead scoring 2 Capture leads in Salesforce that can’t be accessed through another system 3 Introduce gamification initiatives that reward users for completing tasks or other activities in Salesforce 4 Use apps from the AppExchange to enhance user experience and provide value
Is Salesforce adoption one and done?
Salesforce user adoption is never a one-and-done deal. As companies grow and change, you’ll always find new challenges coming your way. Continuously monitor adoption rates and test out different ways to improve them. The best part is, you’ll be improving your Salesforce org in tandem with adding more users that give it value in the first place.
Is Apsona free for nonprofits?
The Apsona base product is free for nonprofits. Beyond their free services, they offer a number of add-on features including mail/merge and multi-step reporting that are discounted for non-profits.
Does Apsona work with Salesforce?
If you receive outside files from time to time or even on a regular basis, Apsona provides an easy to use interface that will allow you to map your file to the appropriate fields in Salesforce and upload it. It will even tell you if you have invalid picklist values, missing required fields, and duplicates between your file and what’s already in Salesforce. It also gives you the opportunity to download your matches before you run the import.
