Hello! Our team is new to Apsona and excited to bring together disparate objects for donor discovery and visit planning. We are curious if anyone has used Apsona to be a 'radius search' of sorts? A use-case example would be:
- Generate a list of contacts within 25 miles of New York City
- Be able to report on those results across objects.
Right now we're utilizing Salesforce Maps and placing the individuals into a campaign then filtering on reports based on that campaign. That'd be easy enough to do in Apsona as well but are curious if anyone has had luck filtering within a distance on zip-code, county, etc.
We do this by adding a formula field to the account and using the DISTANCE formula, which is standard salesforce functionality, to calculate the distance between the geocoded account address and another location. The formula outputs the number of miles or kilometers between the two points, and you can filter by that. You can use the standard Data.com feature in Salesforce to geocode all of your addresses. The only downside is that the location you are comparing to is hard coded in the formula, so you have to edit the formula every time you want to run a report based on a different location. It's worked well for ad hoc requests though.
