Objective:
This article teaches you how to sync the Youreka mobile app
Before you get started:
These articles might be helpful before you read this one:
The Youreka Mobile App can intelligently sync with Salesforce to ensure that all data captured from the field is synced back to your Salesforce environment. Syncing also ensures that any information in Salesforce is brought down to the Youreka Mobile App so users can interact with it.
There are many moments when the Youreka Mobile App syncs with Salesforce. Some of these happen manually, as the result of a user intentionally triggering a sync. Some of these also happen automatically. With our Current Mobile App, there are Performance & Sync Improvements, such as up to 25% faster than before when prepping for offline. As part of that, there is also a new Targeted Sync process, so the app only downloads what you need.
When the following actions are performed in the Current App, these are the behaviors associated with each one.
Form Save | Quick Save | Submit
- Save any Unsynced Data that is related to the current form
- Retrieve info from Salesforce Formulas
App Brought to the Foreground
- No processes take place
Deeplinking into App
- No syncing will take place unless the specific record, form, or template is not on the device
- If the specific record, form, or template is not on the device, the app will retrieves that record from Salesforce
- When adding the
forceSync=true
parameter to the deeplink URL this will cause a Manual Sync before continuing to the deeplink destination.
App Starting Up (Not via Deeplink)
- Save Unsynced Data
- Determine if there is data to download (template published, form assigned to user). If yes:
- Retrieve Environment Data (only gets new data if sync required is set to true for the user, or if there has been a change to the mobile admin configuration)
- Retrieve Form Data (only gets new data if sync required is set to true for the user, or if there has been a change to the mobile admin configuration)
Initial Login
- Retrieve Environment Data (based on items from Mobile Admin configuration settings)
- Retrieve Form Data
- Retrieve Primary Objects
Manual Sync
- Save Unsynced Data
- Retrieve Environment Data
- Retrieve Form Data
- Retrieve Mobile Card Records
- Progress Bar displayed during data retrieval
Prepare for Offline
- Save Unsynced Data
- Retrieve Environment Data
- Retrieve Offline Data
- Retrieve Form Data
- Retrieve Mobile Card Records
- Progress Bar displayed during data retrieval
Reconnect | Disable Offline Mode
- Save Unsynced Data
- Determine if there is data to sync (new template published, form assigned to user). If yes:
- Retrieve Environment Data (only gets new data if sync required is set to true for the user, or if there has been a change to the mobile admin configuration)
- Retrieve Form Data (only gets new data if sync required is set to true for the user, or if there has been a change to the mobile admin configuration)
View Insights
- Save Unsynced Data that is related to the current form
- Retrieve info from Salesforce Formula results
- Retrieve Discoveries or Einstein findings for the current form
Logout
- Save Unsynced Data
- Clear all local storage from the device
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