There are many situations where organizations wish to track their users in the field. Reasons for this might include safety, audit trail, compliance, or otherwise. Youreka has several ways of tracking the geolocations of the Youreka Mobile App, and recording that data back to Salesforce for you to use, report on, etc.
The following sections will describe each feature in detail:
Form Record Geolocation Fields
The Form object contains geolocation fields that represent the most recent latitude and longitude of that form as it was being filled out on the Youreka Mobile App. These fields are updated when forms are created on Youreka Mobile, updated, and submitted. As long as the mobile device has Location Services turned on, and a GPS signal (satellite, cell tower, Wi-Fi, or any combination of these), the Youreka Mobile App will continue to update these latitude and longitude fields. As seen in the photo above, these fields can then be used to visualize where Forms have been filled out on a mapping application such as Salesforce Maps.
If Check In is enabled for your mobile users, Youreka will create a Check In record in Salesforce whenever they tap Check In on the mobile app. This Check In record will contain the latitude and longitude of the mobile device when the button is tapped. Latitude and longitude data is also recorded with the user taps Check Out.
These Check In records can then be viewed in Salesforce, consumed in Salesforce reports, mapped using Salesforce Maps or another mapping software, etc.
If Check In is enabled, you can also view geolocation data on the Form Events object. The Form Events object is related to the Check In object, as well as Form object. Form Event records are created many times as the mobile user interacts with a Form. Any time they create a form, open a form, turn pages, save, or submit a form, a Form Event record is created with time stamps and geolocation data.
All photos taken with the Youreka Mobile App are saved back to Salesforce as Salesforce Files. As these photos are captured, Youreka Mobile captures photo metadata from the image and writes it to the Salesforce File. This includes EXIF data, as well as GPS data.
- Youreka Mobile will only collect geolocation data if the mobile device's Location Services are on. If your users devices are their personal devices, consider informing them that Location Services must be turned on for Youreka. If your users devices are administered by your organization (perhaps with a MDM solution), consider applying Location Services to each device.
- Consider using custom formula fields with the DISTANCE function to calculate distances between two records.