Complex Mobile Card Filters

Youreka customers often times choose to use Mobile Cards to orient their mobile users around a specific object in the Salesforce environment. For example, if an organization wishes to have Youreka Mobile users see a list of Accounts in Salesforce, the Mobile Cards feature can accomplish this. An important aspect of the Mobile Cards feature is the ability to apply filters, which allows you to control which Mobile Cards are made available to the end user. In this tutorial, we'll create a scenario that shows how an admin can create some complex filters on mobile cards, which enhance end user experience, as well as drive business process.

Before we get started, let's establish some requirements that a business might have:

• An organization has mobile users who need to visit specific Accounts each day and complete a form while onsite.
• Each day, a different set of accounts must be available to each user, based on certain criteria on each account.
• The mobile users are the Account Owners for each Account in the system.
• When users arrive onsite, the business wants to be able to understand what time they arrived, what time they left, and what the geolocation was for each of these events as well.
• The admin would like to give mobile users mapping capabilities, allowing these users to easily navigate from one Account to the next.

There are several steps to this tutorial. Each step is listed below:

1. Prepare the Account object
2. Configure the Youreka Mobile App using the Mobile Admin tab
3. Create a Process Builder to update Account records when Youreka Forms are completed
4. Test

Step 1: Prepare the Account Object

There are a few things we need to configure on the Account object before we proceed. Complete the following steps in the Salesforce Setup menu.

• Create a field on the Account object called Last Visit Date. This date will represent the last time a field rep visits an Account.
• Create a field on the Account object called Next Visit Date. This date will represent the next time a field rep should visit an Account.
• Create a checkbox field on the Account object called Visit Candidate. This checkbox field will represent whether or not an Account is eligible for a visit from our field rep.
• Create a number field on the Account object called Visit Frequency. This number field will demonstrate how many days should be between each visit for an Account. In other words, and account should be visited every X number of days.
• Create a formula checkbox field on the Account object called Account Owner is Current User. This checkbox field will be automatically checked whenever the Account Owner matches the current user. Use the following formula for this field.
• Create a field set on the Account called Youreka Account Mobile Cards. Add Account Name, Shipping Street, Phone, and Website to this field set.

Owner.Id = $User.Id

Step 2: Configure the Youreka Mobile App with the Mobile Admin Tab

Visit App Launcher -> Mobile Admin. Configure the following settings:

• Select Enable Mobile Cards
• Select the summary field set that you just made in Step 1 called Youreka Account Mobile Cards.
• Select any Form Sort Order
• Enter the following statement in the Account Filter section:

Next_Visit_Date__c = TODAY AND Visit_Candidate__c = TRUE AND Account_Owner_Is_Current_User__c = TRUE

This filter is absolutely critical to our success in this tutorial. This filter is essentially determining that mobile users will only see Account record on the mobile app when those Accounts have a Next Visit Date of TODAY, the Visit Candidate field is checked, and the Youreka Mobile user is the Account Owner. The end result will look like this:

This is incredibly powerful. Every minute of every day, when a mobile user opens the Youreka mobile app, they have the ability to see a different set of records which are critical for them to fill out forms for.  As you can imagine, this can be significant if the parameters on these Accounts are manually set; but it can be downright powerful if these parameters are set with Salesforce automation, which is what we talk about in the next step.

Before moving on to the next step, be sure to also do the following:

• Enabling Distance Tracking, using the account's Billing, Shipping, or custom geolocation fields.
• Enable Check In

Step 3: Create a Process Builder to update Account records when Youreka Forms are Submitted

Using Process Builder, Flow, or Apex, we can update fields on the Account record which can automatically drive the mobile card behavior. Use the following steps to set up automation in your Salesforce environment.

• Visit Setup -> Process Builder and create a new process on the Form object.

• Configure your parameters which fire the process builder. In this example, we use the following:
  • disco__Form_Account__c IS NULL equals FALSE
  • Status = SUBMITTED
• Configure your immediate actions. In this example, we use the following:
  
  • Send Store Visit Alert (optional for this tutorial, but very cool nonetheless!)
  • Update Date Fields

This process builder fires every time someone fills out a form at an Account. When the form is submitted, the dates on the Account update. The Last Visit Date updates to TODAY. The Next Visit Date updates to TODAY + Visit Frequency.

Step 4: Test

After creating your filters and activating your process builder, visit the Youreka Mobile App and fill out a form for one of the Accounts. After submitting the Form, the filters will update the Account views (in this case, removing the Account we just visited), because the Process Builder updated the Next Visit Date from TODAY to a date in the future.

After all of these steps are completed, we've successfully created a process where our mobile app users are seeing the right records, based on dynamic information in the Salesforce environment. This ensures that they see the right cards at the right time, making it easy for them to understand which records are most important for them to work on.

Next Steps

If you want to take your implementation to the next level, consider the following features, which can build off of what you've done in this tutorial.

• Configure New Form Buttons
• Create Form Records with Salesforce Automation
• Create Form Records in Bulk