After reading this section, you will learn how to utilize templates from the Sales Template Repository. You will also learn how to select the pre-built templates and upload them.
Before you get started
These articles might be helpful before you read further:
The Sales Template Repository includes 10 form templates for downloading. You can then take those templates and upload into Youreka in minutes.
This article will start by giving you a list of the available form templates with a quick preview for each, then below will include how to setup a template for your own use. Youreka is device agnostic and can be used from any device. The Sales templates below are previewed via desktop, but can be used from mobile devices as well.
BANT Qualification FormHere is a direct download for importing the form template and below is a preview:
Lead Qualification FormHere is a direct download for importing the form template and below is a preview:
Time Entry SheetHere is a direct download for importing the form template and below is a preview:
Call Center - Debt ConsolidationHere is a direct download for importing the form template and below is a preview:
MEDDIC Sales Process ChecklistHere is a direct download for downloading the form template and below is a preview:
Sales Mutual Close PlanHere is a direct download of the form template and below is a preview:
CHAMP Qualification FormHere is a direct download of the form template and below is a preview:
ANUM Qualification FormHere is a direct download for importing the form template and below is a preview:
FAINT Qualification FormHere is a direct download for importing the form template and below is a preview:
GPCTBA Qualification ProcessHere is a direct download for importing the form template and below is a preview:
How to Download
Start from our Sales Form Template repository on youreka.io and click Get it Now on any of the Form Templates you would like to upload. This will download the JSON file to your browser:
Then we will begin to import those files in the next step.
Importing Sales Form Templates
To import a template, navigate to the tab called Form Template Import. This tab can be found in the Youreka Lightning App, or by searching for it in the App Launcher. Either drag a file to the area designated for uploading files, or select Upload and choose the file from your local hard drive. Finally, click Upload JSON file.
The importer will do its best to bring in all components from the JSON file. However, on the next screen, Youreka will identify any issues that are present during this process. Here are some example messages you might see:
Template images are not part of the import, you will need to pick images from your Gallery
This message will happen for any images that were present in the previous org. Those are not brought over during the export/import process, so you will need to add these manually in the new org.
Question updated / Relationship XXXXX__c does not exist in this org on the Form object
This message will happen for questions that were previously Field Linked to an object in the original org. If the new org doesn't have the same field linked object (as defined by the API field name of the lookup field on the Form object to said object), Youreka will not understand which object to link these questions to. Therefore, the import wizard will automatically convert these questions to text questions.
Cleared target for Discovery as the relationship XXXXX__c does not exist in this org
This message will be shown when a lookup does not exist from the Discovery object to the object that was originally related to the Discovery being generated. For example, if in the previous org, you had a Discovery being created by this Form Template, and the Discovery was supposed to be related to an object called Audit, the Audit object will need to exist in the new org and the Discovery object will need a lookup to that Audit object in order for the importer to successfully import.
None of these messages will prevent you from importing the Form Template. They are just messages to alert you about potential changes made to the template during the import process. Ultimately, if you are satisfied with the results, select Save Form Template. If you'd prefer to make corrections and create the required objects and fields, you can leave this page, make those adjustments and re-import the template.
The final screen shows you the different Discovery Rules that were associated with the Form Template in the original org. On this screen, you can select whether you wish to keep those Discovery Rules, or skip importing them.
When you are finished, it will take you to the Form Template where you can edit any questions and publish for use.
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