After reading this section, you will learn how to install the CPG and Retail Accelerator. You will also learn how to select the pre-built templates and upload them for customization.
Before you get started
These articles might be helpful before you read further:
The goal of Youreka’s Accelerator packages are to help customers get immediate value for their investment in Youreka with prebuilt fields, objects, automation, mobile field sets and form templates all included within the package. Youreka's Accelerator package is an unmanaged package in Salesforce. This article walks through the installation process, selecting prebuilt templates, uploading those templates and polishing them for use.
What is in the Package?
Fifteen form templates, including:
Merchandising Retail Store AuditHere is a direct download for importing the form template and below is a preview:
Product Packaging ChecklistHere is a direct download for importing the form template and below is a preview:
Retail Store Daily ChecklistHere is a direct download for importing the form template and below is a preview:
Franchise Store Compliance AuditHere is a direct download for importing the form template and below is a preview:
Customer Satisfaction SurveyHere is a direct download for downloading the form template and below is a preview:
Food Shipping and Packaging ChecklistHere is a direct download of the form template and below is a preview:
Store Operations ChecklistHere is a direct download of the form template and below is a preview:
CPG Brand Promotion ChecklistHere is a direct download of the form template and below is a preview:
Franchise Store Safety AuditHere is a direct download of the form template and below is a preview:
Retail Store Storm PrepHere is a direct download of the form template and below is a preview:
Retail Application for EmploymentHere is a direct download of the form template and below is a preview:
Product and Packaging QA ListHere is a direct download of the form template and below is a preview:
Employee Accident ReportHere is a direct download of the form template and below is a preview:
Project Safety ChecklistHere is a direct download of the form template and below is a preview:
Pre-Work Covid AssessmentHere is a direct download of the form template and below is a preview:
The Package also includes:
- 1 App providing available prebuilt form templates
- 1 Meta Data Object that houses our template list
- Custom fields including:
- 2 formula fields to make the form more attractive and understandable (Subject - Account Name on Work Order and Work Order Number on the Work Order)
- 5 relationship fields from Work Order Line Items and Assets to Form and from Form to Work Orders; also from discovery to account and work order, so that you don’t have to create these fields
- Fields on template library list to allow us to select which templates to use
- Several images for use inside of each form template
- 1 tab linking to template downloads in the app
- 1 Permission Set
Installing the Package
*Requirement: be sure to have the most recent Youreka managed package installed from the AppExchange.*
The Accelerator package can be installed in a production or sandbox environment. Here are the installation links:
Then login to your target Salesforce environment and click the link above. Install for specific profiles, who will be the users managing and using the templates. Then click Install:
If you have conflicting field names, the package will error. For example, if you’ve already created relationship fields between the Forms Object and Work Order, you will receive this error:
You can delete this relationship field and then the package will create it, rename the Relationship name or just install the templates by hand as noted in the Importing Form Templates section below.
If your administrator manages Youreka users through Permission Sets rather than Profiles, we’ve also included a permission set in the package. This will grant access to the new fields we are installing. Here is a capture below of adding the Youreka Accelerator permission set to users:
Once you’ve installed successfully, please navigate to the Salesforce App Launcher in the top left and search for the Youreka CPQ & Retail Accelerator App. This will default to list of available templates available in this release.
Click on the right to navigate to the most recent version of each form template available and download the template so it can be imported:
Importing Form Templates
To import a template, navigate to the tab called Form Template Import. This tab can be found in the Youreka CPG & Retail Accelerator App. Then 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 bring in all components from the JSON file except for template images. Good news though, we have packaged up a collection of images, so you can add those back quickly after we save the template.
Then we will need to select Save Form Template:
On the final screen, select Finish and then we can dig into the template and polish it up as needed:
After uploading each template, the new form template will pop open in a new tab. If you’d like to upload additional templates, return to the Import tab and repeat the process.
Adding Images to Form Templates
The import tool does not include image transfer, but the package includes the necessary images so we’ll have to edit each form template template and locate the image questions within.
If your new template is open from the Import process, you can click edit directly from there:
If the template tab is no longer open, you can navigate to the Form Templates tab. This is where you can click into any of the Form Templates you’ve imported and can begin to edit and add images:
Then select your desired Form Template record and click Edit. From here, you can scroll through the template and identify any images that we will need to upload. Once you’ve identified an image or gif to be replaced, click on the pencil on the right of the question to Edit Content:
From the Edit Content screen, you will see that the package has pre-loaded the appropriate images. Select the appropriate image on the right and we’re ready to publish!
From there, you can change any question language, add or remove questions.
That’s it! You’re now ready to test your Form Template and Publish.
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