Deeplinking to the Current Youreka Mobile App

Note: There are two versions of this article. One for the current mobile app, available until mid-2023, and one for the New mobile app, available starting October 2022. This version is intended for users of the current Youreka Mobile app. To access the article for the new mobile app, click here.

In the event that you need to launch the Youreka Mobile App from another mobile application (such as Salesforce Maps, Salesforce’s Field Service Mobile App, a custom built application that your organization uses, etc.), you’ll need to create a special URL that will open the Youreka Mobile App directly. This URL will vary, depending on your desired end user experience.

Reasons why you might want to do this would be that you have a mobile workforce that typically uses one application, but will also need the ability to complete complex forms/surveys on-the-go. Deeplinking between mobile apps gives your users a seamless experience.

In order to create a deeplink, first consider which application you want your mobile users to jump from. Consider which type of forms you wish for them to fill out, and which records those Forms should be related to in Salesforce. When creating deeplinks, we are able to define all of these things in the URL making it easy for end users to simply click a button, and fill out their forms.

Deeplink Parameters

Below are some of the different parameters you might consider using when developing a deeplink:

By combining these parameters together, you can construct a link that will drive individuals to the Youreka mobile app. Below are some examples of complete Youreka Mobile Deeplinks:

Deeplink Examples

More Deeplinking Examples With Expected Behaviors

* In the Settings App in Android, the Supported Links property for the Youreka App should be set to “Open in this app”. If Chrome has ever been set as the default app to open a Youreka Deep link, you will also need to go to Chrome in the Android Settings App and click the clear defaults button.
** While the aforementioned apps are the only ones that have been officially tested, Deep linking should function the same from other third-party apps. If issues are found with other apps, please contact Youreka Support.
*** Prepopulate required field links on the new form page by adding their ids to the link. Include the ampersand, object name and either the salesforce id to link to an existing record or the word NEW to create a new one.
**** If the Form has the Primary Object Lookup, it will take you to that Primary Object Record Forms List when you leave the form. If the Form doesn’t have the Primary Object Lookup, it will take you to the Primary Object list but it will not be accessible on the mobile app from a list. However, the changes on he form will still be saved to Salesforce.

Field Service Lightning Deep Link

In the specific case of Field Service Mobile, the URL formatting can be utilized as the launch value for an FSL App Extension.

However, before constructing your deeplink URL, consider what the business requirement is. Some customers choose to deeplink directly to a specific form. Other customers want to deeplink to a list of forms that must be completed. Each of these options are possible, depending on how you construct your deeplink.

Deeplink to Specific Form

Use this option to deeplink to an individual form. This option is best if users will only need to fill out one type of form while on the job.

An example of a deeplink that is designed to navigate to a specific form can be seen in the snippet box below. Please keep in mind that your deeplink may look different, depending on which Form Template you intend to use, as well as which Form lookups you require.

Pro Tip: You can either choose to hardcode a template ID here, or create a dynamic template ID, which could be established on the Work Order, Service Appointment, or even Work Type record! A dynamic template ID is powerful, because it allows you to create a single app extension, but that app extension could lead to many different types of forms.

https://yourekaapp.app.link/LseujdfKMK?newForm=true&TemplateID={!$Form_Template_ID_Custom__c}&Work_Order__c={!$Id}&disco__Form_Contact__c={!$ContactId}&disco__Form_Account__c={!$AccountId}&disco__Form_Case__c={!$CaseId}

Deeplink to a Group of Forms

Use this option to deeplink to a group of forms. This option is best if users need to complete several forms while complete a single job.

In order do this, you need to set up Mobile Cards for the Work Order object.

After you have Mobile Cards set up for the Work Order object, you should create an App Extension, and then add the deeplink URL to the launch value. An example of a deeplink to a mobile card can be seen in the code snippet below.

https://yourekaapp.app.link/LseujdfKMK?recordId={!$Id}

With this option, when users click on the app extension in FSL Mobile, they will be taken to a page that shows a list of forms that have been created and related to that specific Work Order. If you wish for users to be able to create new form records, create New Form Buttons in the Mobile Admin tab.

Pro Tip: This option is extremely powerful. It gives businesses ultimate flexibility on providing checklists/forms to their technicians based on unique business needs. The pro tip here would be to use Salesforce automation to generate the forms before the technician rolls the truck. We made a video showing you what this could look like!

Considerations for Deeplinking from Field Service Mobile App

• Consider that for Field Service Mobile's app extensions, you can create many app extensions, scoped to different field service lightning objects (i.e. work order vs. work order line item). Each app extension can also launch different types of forms by using a dynamically set form template. You can also have multiple Field Service Mobile settings based on user profiles. Because of all of these options, there is a great deal of opportunity that exists when considering how to provide checklists to FSL Mobile users.
• Also, consider that when creating app extensions for the Field Service Mobile App, iOS App Extensions require a $ symbol when passing parameters between applications. However, Android App Extension Launch Values should omit any $ symbols when creating deeplinks.

Salesforce Mobile Deep Link

In the specific case of Salesforce Mobile, use a Custom Button and add to the appropriate page layout in Salesforce.

The example shown in the screenshot above can be seen in the following snippet. Please keep in mind that your deeplink may look different depending on which Form Template you intend to use, and which Form lookups you require.

/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

Troubleshooting

• IOS
  • Are deeplinks in IOS prompting some users to enter a phone number and not taking them to the Youreka Mobile App? A couple of Safari settings changes could help this:
    
    • Settings > Safari > Request Desktop Website > All websites > Switch Off
    • Settings > Safari > Advanced > Website Data > Swipe and delete the data