Yesterday, we hosted @Apsona for Salesforce's Partner Hours - our regular offer to any of the 250+ #Consulting Partners creating solutions for clients using any of the eight current Apsona "tools" in our #Salesforce_Data management tool box.
This is a great space to deepen or broaden the knowledge of how to empower users.
In one scenario - a partner was using a #Apsona Document Merge template with large PNG / JPEG image files in the Doc template. Our general recommendations are to reduce the size of an individual MS Word Doc template to 250Kb or less - adjusting the size of image files so the overall word doc is smaller. This facilitates any large document merges you may be producing and printing (or emailing) - in the 5000 - 10,000 record range.
In a second scenario - a customer wanted to move from Nintex and had prior used the #Listview Feature to manage the list of Donations to process and generate receipts from (for varied templates). Since the partner wanted to provide a similar step by step process - we walked through the ability to create a custom tab for any object in Salesforce - and show the Apsona Tabular View (and extensive filtering options) to bulk mail merge those records as needed.
More detail here: https://apsona.com/pages/sfdc/doc/vf-pages.html#apsona-tabular-views-as-toplevel-pages
Most partners don't know the ability to create VF Pages wherever needed (on LEX pages, VF tabs, community pages) to produce Tabular Views and Complex analytics for your users to consume.
This will allow the partner to produce a tab that can produce a similar "List View" experience - without some of the limitations with standard Salesforce Listviews
@Rachel Natik We record the calls - but with the disclaimer that they are only used for internal Apsona team development. For example - yesterday on Apsona Hours we were reviewing a strange bug and were able to replicate it several times for a customer and then passed this to our Developer Team. Beyond that - my best recommendation for continued #Apsona Partner Enablement is to toss your ideas in to the top of the queue for requested topics. I have a current idea "Top Ten Things I wish Partners Knew About Apsona" to highlight solution design with the eight Apsona products - looking to kick that off next but am always open to any requests from the group!
