Unwrapping the Power: Apsona Holiday Webinar
Channel: Apsona
Date: 2023-12-14

Join us for an exclusive peek into the magic that Apsona brings to your holiday season and beyond! In this webinar, titled "Unwrapping the Power," we'll delve into the fascinating world of multi-step reporting and donation thank you mail merges that elevate your Salesforce experience to new heights.

📊 Insights into the Directory Spreadsheet MSR:
Discover the intricacies of the directory spreadsheet MSR as we unveil the steps involved in showcasing only households that have opted in and the information they've chosen to share. Dive into the details of how calculations are used to display minimal yet impactful information, ensuring a seamless transition to the final PDF shared. 

💌 Donation Thank You Mail Merge Mastery:
Explore the art of using if statements within the merge action and the strategic utilization of multiple templates. Our expert presenter shares the journey of creating 10 different templates based on calculated fields, addressing nuances like discretionary fund donations and various tribute types. Uncover the challenges of incorporating conditional statements within each template, including personalized lines for notifying honorees. Witness the excitement of consolidating all these differences into a single, powerful action.

Don't forget to like this video, subscribe to our channel, and hit the notification bell so you never miss an update. Feel free to leave any questions or comments below, and we'll be happy to assist you.

Apsona for Salesforce on the AppExchange: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003JejzEAC 
Document and Email Merge: email us sales@apsona.com 
Apsona website: https://www.apsona.com
Twitter: https://twitter.com/apsona4sfdc 
LinkedIn: https://www.linkedin.com/company/apsona-inc. 
Apsona Trailblazer Community: https://trailhead.salesforce.com/trailblazer-community/groups/0F94S000000GyKSSA0?tab=discussion&sort=LAST_MODIFIED_DATE_DESC 

#salesforce #salesforceadmins #salesforceadministrator #trailblazers #apsona #datamanagement #reporting