After reading this article, you will understand how to make your forms actionable with Discoveries. You will understand what Discoveries are, and how they exist in Salesforce.
Before you get started
This article might be helpful before you read further:
What Are Discoveries?
Discoveries are a feature within Youreka that makes forms actionable. They are automated outputs that are created by forms, based on combinations of answers that are input by the end user. Discoveries can be displayed on the Youreka Mobile App after filling out a form, and they are also made available in Salesforce after a form is submitted.
Discoveries are powerful because they can offer mobile users with important insights while capturing data - insights that they might not have known on their own. This helps to standardize performance across large mobile workforces, and equip end users with institutional knowledge so they can perform at their very best.
For example, if a field service technician is filling out a Youreka form while fixing a piece of equipment and they indicate that the customer is interested in receiving faster response times from the service department, a Discovery could be generated on the form for the technician, informing them that they should offer the customer an alternative service package with improved service level agreements (SLAs).
Discoveries are also powerful because each Discovery exists as its own record in Salesforce, which is created as the end user submits their form. These records can support business processes, trigger automation, and be analyzed with Salesforce reporting.
Using our same example from above, the new Discovery that the field technician creates could trigger automation to create an Opportunity record in the system, send an email alert to the Account Owner indicating that this customer might be interested in upgrading their service contract, or be displayed on a dashboard for management to review.
What Do Discoveries Look Like?
Discoveries are made available on the Youreka Mobile App, as well as in Salesforce. In the Salesforce desktop user interface, they can be seen as cards at the top of the page when looking at a submitted form (see the image on the left). On mobile, end users can open up the hamburger menu while looking at a form and tap View Insights (see the image on the right).
As stated above, Discoveries are technically their own object in Salesforce, and by default, are related to the Form that was responsible for creating them.
A basic object model can be seen below, which shows the relationship between Discoveries and Forms