#1 Resolution:

When in doubt, Clear Apsona's Cache

Apsona is a browser based application and uses a browser cache to hold Apsona and Salesforce settings. This keeps us lean and fast! 

This cache is unique to every user, computer, and browser. Whenever you make changes in Salesforce (ie: new fields, objects, or user permissions) Apsona won't see them until the cache is cleared. Try it out....didn't work?...ok, read on.

Missing fields, objects, or can’t see an Apsona product?

1. Ask affected Apsona users to clear Apsona’s cache on their own machines

2. Check the affected profile’s Apsona Configuration

3. Visit “Manage Licenses” in Apsona (this is where you assign Doc Merge)

4. Can’t see the Apsona Tab?

5. Review user’s Salesforce Profile and Permission Sets

Mail Merge or Template not working as expected?

1. Merge fields not working? Use Word's insert tool (here's a GIF)

2. Too many documents from Sublists? Hint: Use 2 data sources (diagram)

3. Can't access Logging Options? Hint: include the object ID in your report

4. Need other users to edit your merge actions?

5. Struggling to merge an image saved as a Salesforce File?

6. Too many clicks to create merge fields? Try this macro, here's a video

Common Errors

1. "SoqlBuilder: Can't find field..." - user doesn't have the right field or object access

2. "Semi join sub-selects" - It's an issue with "OR" logic in your filter

3. "Apex Time Out" or "Apex CPU Time Limit Exceeded" - Reduce your Batch Size

4. "Found 'ELSE' without a matching IF field" - check your merge fields, make sure your table merge fields are build properly

5. "Uncaught TypeError: Cannot read properties" - Do you have a VPN?

6. "Domain --apsona.vf.force.com refused to connect" - Try this or this

7. "Internal error: ap__039 - user doesn't have the right field or object access

• Apsona For Salesforce - Base Package (includes Doc Merge)
• Multistep Reports Add-on
• Deduplication and Match Add-on
• Grids Add-on
• Scheduler Add-on
• Batch Gift Entry Add-on