Attention: Confluence is not suitable for the storage of highly confidential data. Please ensure that any data classified as Highly Protected is stored using a more secure platform.
If you have any questions, please refer to the University's data classification guide or contact ict.askcyber@sydney.edu.au
Apsona Support
- bob.alicante
KNOWLEDGE BASE
https://apsona.com/pages/sfdc/doc/custom-objects.html
Managing License
https://apsona.com/pages/sfdc/doc/manage-licenses.html
Single Step Report
https://apsona.com/pages/sfdc/doc/single-step-reports.html
Multi step Report
https://apsona.com/pages/sfdc/case-studies/DataGeeksLab_MSR.html
Subsists
https://apsona.com/pages/sfdc/doc/doc-merge-with-sublists.html
Merge Field IF-Then-Else
https://apsona.com/pages/sfdc/doc/doc-merge-conditionals.html
Calculated Fields
https://apsona.com/pages/sfdc/doc/msr-calcs.html
Java Script Calculations in Apsona reporting
https://apsona.com/pages/sfdc/doc/js-tut.html
Creating Apsona Merge button in Salesforce
https://apsona.com/pages/sfdc/doc/merge-button.html
*Contacting Apsona Support through their website*
We have a new all-purpose Request Form! This dynamic form will provide you with topic-specific resources and questions to resolve your request faster! Moving forward, please use this form for all sales, renewals, and support needs!
APSONA REPORTS
Apsona Report Name | Sub list report | Template | Salesforce Email Template | Button | Stakeholder Team | Description | Note
|
Receipt - Email |
| USYD_New Standard Receipt Template - Aug 26th _ 2022.docx | Email Receipt | No | Gift Administration | Run weekly by GA team in Apsona to generate and send receipts to donors | Be very careful in prod it sends mass email to donors |
Receipt - Non-Email |
| USYD_New Standard Receipt Template - Aug 26th _ 2022.docx | - | No | Gift Administration | Run weekly by GA team in Apsona to generate receipts for donors to print and post |
|
Reprint Receipt |
| USYD_New Standard Receipt Template_Reprint - Edited - BP.docx | - | No | Gift Administration | In case donor request for a receipt again |
|
Consolidated Receipts - Email |
| USYD_Consolidated Receipt Template_Updated.docx | Consolidate receipt | No | Gift Administration | Run annual receipts for donors and email | Be very careful in prod it sends mass email to donors |
Consolidated Receipts - Non Email |
| USYD_Consolidated Receipt Template_Updated.docx | - | No | Gift Administration | Run annual receipt for donors and post |
|
Reprint Consolidated Receipts |
| USYD_Consolidated Receipt Template_Reprint.docx | - | No | Gift Administration | In case donor request for a receipt again |
|
Receipt - Grant - Non Email |
| Grant - Acknowledgement - Feb 2023 (3).docx | - | No | Gift Administration | Generate Non-Tax deductable payment acknowledgement to print and post |
|
Receipt - Grant - Email |
| Grant - Acknowledgement - Feb 2023 (3).docx | TBC | No | Gift Administration | Generate and email non-Tax deductable payment acknowledgement for grants to print and post | Waiting for the salesforce email template to be created |
Dues |
| USYD_Standard MembershipTemplate2.docx | - |
| Gift Administration | ? |
|
Payment and Reminder (Grant - Pledge) |
| USYD_New Standard Payment Form - Pledge - BP.docx USYD_New Standard Payment Form- Grant - BP.docx | - | No | Gift Administration | Run weekly to Send reminder to donors to pay their pledges on time |
|
|
|
| - |
|
|
|
|
Event Brief | EventBriefDetails | USYD _Event Brief _BP.docx | - | Yes | Prospect Development | Generating a document with the attendees’ details in the system |
|
Mass Event Brief | EventBriefDetails | Usyd - Event Brief - Mass Event - Final.docx | - | Yes | Prospect Development | Generating a document with the attendees’ details in the system |
|
|
|
|
|
|
|
|
|
TAPSS-1008 KT #3 - Apsona Related
Recordings including the previous sessions are commented in https://sydneyuni.atlassian.net/browse/TAPSS-1008
Confluence: TAP Receipting Blueprint - Techno Functional
TAP Receipting Blueprint - Techno Functional
Receipting: https://sydneyuni-adv--uat.sandbox.lightning.force.com/lightning/n/Receipting
Apsona Receipting
Enter Receipt number
Merge button
Apsona Report
Main object: Receipt - no linkage
Additional objects i.e. Opp, Acct… need to define linkage.
Calculated steps
Salutation Java - script to generate the greeting - related to https://sydneyuni.atlassian.net/browse/TAP-1586
How the name is determined for the Household account: AVE-105 Household Account Name
AQB Name Definition object
Missing Permission Finder
Update Permission Set
