After reading this article, you will know how to set up Simple Discoveries, as well as Complex Discovery Rules.
Before you get started
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Setting up Discoveries all starts with the Form Template that your users will be using. After dragging and dropping questions onto the template, you can navigate to the Discovery section (make sure Show Smart Features is checked) to configure which types of Discoveries will be created when users fill out forms for a particular template.
There are two types of Discoveries; Simple Discoveries and Discovery Rules. Descriptions for both are provided below.
Simple Discoveries are generated based off of an answer to a single question. For example, a Simple Discovery could be created for a question that says "Are there competitors present?". If the end user selects "Yes", a Discovery could be created called "Competitors Are Present". If the end user selects "No", a Discovery could be created called "Competitors Not Present". The example on its own might sound silly, but even the most basic Discoveries can be powerful when used with many forms being filled out over time.
Use the following screenshot and the corresponding numbered descriptions to understand each element on the Simple Discovery screen.
- Available Questions - This is a list of questions that you can use to generate Simple Discoveries. These are picklist questions that are present on the Form Template that have "Create Discovery" enabled. If you don't see your question present, revisit the Form Template builder, find your question, and confirm that it is a picklist or radio button question that has Discoveries enabled for it.
- Possible Answers and Corresponding Discovery - This section shows each picklist values that is available for the question, as well as which Discovery Type should be used when that picklist option is selected by the end user.
- Target Location for the Discovery - This section is optional, but it allows you to define whether or not the Discovery will be related to another record in the system after it is created. For example, if your Forms are linked to Accounts, you might want the Discoveries to also be related to Accounts after they are created. This section allows you to define that relationship. If you don't see the option you're looking for, make sure that a lookup relationship exists on the Discovery object to your desired object.
After these are set up, the Discoveries will be created as soon as any user fills out this form, and submits it with the criteria being met.
Discovery Rules are based on combinations of answers to one or many questions. For example, if Question 1 is answered with input A, and Question 2 is answered with input B, then trigger a discovery. Discovery Rules allow you to create a great deal of complexity in how Discoveries are generated.
With Discovery Rules, instead of simply indicating that a question was answered with a certain picklist value, you must instead assign a weight for each question value. These weights are ultimately totaled when forms are submitted, and Youreka determines whether or not a Discovery must be generated, based on criteria that you set.
After setting up question weights, navigate to the Discovery Logic tab to set your criteria.
After setting the criteria for the Discovery Rule, you can optionally set a Target Location for the Discovery. As stated above in the Simple Discoveries section, Target Location allows you to define which record other than the Form the resulting Discoveries will be related to. So, for example, if the Form is linking to Accounts, you could determine that the Discoveries created with this rule will be related to the Account as well as the Form.
If your desired object isn't appearing as a target location, make sure you have a lookup field on the Discovery object to your desired object. Without this, Salesforce can't relate one record to the other.
Unlike Simple Discoveries, Discovery Rules use the weights that you define in each rule as a score for evaluating whether or not the Discovery should be created. What's great is that these weights/scores are mapped to the resulting Discovery record after it is created. These scores can then be used however you wish.
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