MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Apsona Multi-Step Reporting for Salesforce

By Apsona

Craft Reports Your Way: Multi-Object Linking and Configurations Made Easy

$121   USD/user/month

Discounts available for nonprofits

Try It
Industries
Financial Services
High Tech
Manufacturing
Business Need
Document Generation
Dashboards & Reports
Data Cleansing
Requires
None

Say hello to effortless reporting - without any limitations. With Multi-step Reporting, you can create sophisticated reports across multiple objects, all in a few clicks. It's time to make data-driven decisions without the data-driven headache.

Highlights

MULTI-OBJECT REPORTING Run powerful cross-object reports directly in Salesforce, no code or exports required. Filter across related objects, schedule delivery, and enable real-time data access to make faster, smarter decisions.

DOCUMENT & EMAIL MERGE Generate Word, PDF & email templates using Salesforce data, at scale or on-demand. Automate doc creation & delivery to boost engagement & save time. “It’s my favorite mail merge tool for its reliability, flexibility & price." – Adam

DEDUPLICATION & GRID EDITING Identify and merge duplicate records, perform mass updates, and embed editable grids on Salesforce record pages. Keep your data clean and workflows efficient without switching tabs or using external tools.

Quick Report Creation: Spend less time setting up and more time analyzing. Get insights faster and make data-driven decisions swiftly.

Beyond Salesforce's Boundaries: No more workarounds like creating custom report types or settling for partial data. Get comprehensive reports every time, ensuring you never miss a detail.

Analyst Centric Design: Simplify complex data relationships. Understand your data's story without getting lost in the details.

Real-time Data Insights: Make timely decisions based on the latest data, keeping your business agile and ahead of the curve.

Correlate with Ease: Gain a holistic view of your data relationships. Understand interconnected insights without juggling multiple tools. Analysis stats in Salesforce without having to use shadow files of outdated data in Excel.

All Objects, No Limits: Harness both native and custom Salesforce objects. No more juggling between tools or facing object type restrictions.

Provider Details

Apsona
San Jose, CA 95135
Founded
2008
Website
Email
Phone
888-872-9795

Pricing Details

You must pay to use this solution. Discounts are available for nonprofits.

Multi-Step Reporting is included with Apsona for Salesforce. Requires Apsona for Salesforce Package available at https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000003JejzEAC Nonprofits: 20% discount available

Default Plan

$121 USD/user/month

More From This Provider

Apsona Suite of Salesforce Data Management Tools: Reporting, Doc Merge & More
by Apsona
Save a quarter of your Salesforce day, guaranteed. Apsona empowers Admins and teams to simplify workflows with cross-object reporting, doc & email merge, deduplication, and inline editing. All native to Salesforce. Just clicks, no code.

Ask Apsona
by Apsona
No Ratings
Instant answers from Apsona documentation, right inside Salesforce. Get AI-powered help for merges, filters, exports & more.Use plain English like “how do I export templates” or “how do I merge docs” and get step-by-step answers