Apsona makes deployment extremely simple. This video shows you how to export Apsona Items from one environment, and import them into another environment.
This video dives a little deeper into considerations to take during deployment.
See this support article for more details.
Here is a high level summary of the steps:
- Start in the environment with Apsona setup
- Go to Settings -> Apsona Items -> Tools Menu -> Export
- Switch to the environment where you will deploy Apsona
- Go to Settings -> Apsona Items -> Tools Menu -> Import
You're done!
Here are some considerations (covered in the videos as well):
- If you have any filters that reference specific record IDs, those will have to be updated. This is because the record ID will be different in each environment
- If you are only deploying certain Apsona Items you can do so by checking which ones to deploy. If you are deploying a Merge Action, the backend template and report will also be carried over. You don't have to explicitly select those items
- If you deploy multiple times, Apsona will create copies. Apsona does not proactively 'replace' existing items with the newly imported version of them. You must delete the extra Apsona Items through the Tools menu.
- If metadata (fields, permissions, profiles, etc.) are different in each environment you may see errors when running the various Apsona items. For example, if you have included "Field 1" in a report, but this field does not exist in the destination environment, that report will error out.
For more information on setting up Sandboxes, see this article.