Objective
In this article, you will learn that Youreka forms can be created by using buttons in Salesforce and Salesforce Mobile.
Before you get started
These articles might be helpful before you read further:
Use detail page buttons when you want to give your end users quick access to create new Youreka forms.
These buttons can be added to any object in Salesforce that your organization might require. By visiting the Setup menu, and creating a new custom button, admins can construct the right flows for end users.
In order to create a functioning button, the Form URL must be built. The image below shows an example. For more information, visit our Form URLs / Deeplinking documentation.
/apex/disco__NewForm?templateID=ADD-YOUR-TEMPLATE-ID-HERE&disco__Form_Lead__c={!Lead.Id}
Custom Buttons on Salesforce Mobile
Because Salesforce's buttons can be made available on Salesforce Mobile, it is also possible to click on these custom buttons to create Forms in Salesforce Mobile while on the go.
/apex/disco__NewForm?templateID=
{!Account.Store_Visit_Form_Template_ID_Custom__c}&
disco__Form_Account__c={!Account.Id}&
disco__Form_Contact__c={!Account.Point_of_ContactId__c}&
DeepLink=true
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