Apsona for Salesforce

We do outbound granting and had a consultant steer us towards Grants Management with OFM (since we're on NPSP and don't plan to move to NPC). We are really struggling with this tool as it's not all that Salesforce seemed to promise, and even Salesforce can't really explain the pricing and license structure and it's been a beast to build, requiring me to pay 2 separate consultants! 

We want to be able to generate Grant Agreement documents for signature from the Funding Request record in Salesforce, populating the relevant merge fields. DocuSign is really expensive and we're exploring other options. Any suggestions? Conga? PDF Butler? Also, if anyone knows a tool where you can even incorporate a spreadsheet that's attached on the SFDC record into the document, that would be a bonus. 

Thanks! 

Amy

I am starting to implement this process but again as a newbee. 

If anyone among you has been able to do it completely, I would be happy to benefit from your advice.  

I mainly have issues with fields mapping and generating reports.  

And the final step will be sending the tax receipts by email. 

Thanks already for your support. 

Very best

 I also want to know what apps you are using to generate Thank you letters. We

Is it possible to do a bulk update of a related field of an ID? E.g., if Organization (Id) is a field on the record, is it possible to update a field on the record to the Organization Name? I only see the Organization field in the "Fields" dropdown. I looked in the documentation, but there are no similar examples in the Bulk Update section.

After deleting an engagement plan, the tasks are still assigned to me. We are building out our Salesforce instance using the Non-Profit success pack. I built a few engagement plans in order to walk through it and create a how-to guide. Once I deleted the TEST engagement plan, I noticed that all of the tasks were still assigned to me. I had to delete them one by one. Does anyone know a way to automatically delete tasks once you delete an engagement plan or do a mass delete?

@Nonprofit Success Pack

I have a single step opportunities report. I am doing a doc merge to create invoices as separate pdf files. I would like the file name to be the Account Name + Current Date. Ex. Kazoo_Sales_Inc_2025_02_12. Account Name is a column in the report. Can I achieve this with a calculated field? I can't find a way to pull in the current date. Is there a better way to achieve this?

We are currently in the process of migrating from Salesforce Classic to Lightning Experience and are encountering some issues with the functionality of our Apsona tools. Specifically, we are trying to replicate the behaviour of the Mail Merge button in the Lightning list view, which works perfectly in Classic.

In Classic, we had a custom button on the List View for Accounts (and other objects) that allowed users to directly perform a mail merge action. However, in Lightning, when attempting to implement a similar feature, the button redirects users to an Apsona app page instead of performing the action directly in the list view as before.

• Desired Behavior: Button should allow users to perform mail merge directly from the List View, similar to how it worked in Classic.

Could you please provide guidance or steps we might follow to achieve this functionality in Lightning? Additionally, if there are new features or updates in Apsona that we should be aware of for better integration with Lightning, that information would be greatly appreciated.

Thank you for your assistance. 

Warm regards, 

Divya 

We understand from Apsona that currently Apsona's Batch Gift Entry is not compatible with Nonprofit Cloud (NPC)

Would we still be able to use Apsona on NPC cloud to produce annual pledge(commitment) statements or is there a dependency. 

Hi all -  

I've had Apsona for a long time, but really only used it for mail merge buttons. I now realize I need to put effort into reporting and other features.  

I'm curious because I can't seem to find any documentation - can Apsona report on Pardot data now that it's fully integrated as 'Account Engagment' in Salesforce?  I'd really like to cross SF data and AE data in one report. 

Thanks!