Apsona Calculated Fields Make Your Life Easier as a Salesforce Admin
Channel: Apsona
Date: 2023-05-24

Apsona Reports are regarded as a powerful tool by many in Higher Ed and Education based organizations. Join our Apsona Superfan, Laurie Gardner as she demonstrates how she uses Apsona Reporting Formulas to solve multiple report requests sent her way from Prospect Managers, Giving Directors, and others in her organization.

If she can show you how to solve tough reporting scenarios like the items below- just imagine what you can do with Apsona formula fields to WOW your team.

NOTE: All functions are free to test in your Sandbox. The examples shown will be specific to Apsona's Reporting feature set, which are unavailable with Salesforce Report Types.

We will:

1.) Show all current and former alumni trustees the number of years between graduation and the beginning of their board member term, then show the Last, First, and their Class Year in one field.
- Date math and field concatenation!

2.) After finding insufficient data on several unrelated objects- demonstrate how to show this information in one report for other staff to clean up and review.
- If-then-else statements!

3.) Show complex report requests on post-education in several column blocks.
- If-then-else and concatenating!

4.) Summarize alumni giving by class decade.
- Bucketing!

Helpful Links:

Calculated Fields Webinar Presentation: https://drive.google.com/file/d/1EatJTtn_aN5rAnmdBT3rZTkySlGASQOA/view?usp=share_link

Webinar chat: https://docs.google.com/document/d/169ZRopAkE9mAVpClqtcDI8vDUxJ1qvstBaoEA9UA17I/edit?usp=sharing