Objective:
This article provides you with a checklist to help scope a Youreka implementation.
Before you get started:
These resources might be helpful before you read this one:
This checklist gives you high level bullet points that help you understand which items you should be considering when planning on implementing Youreka, given certain requirements.
Basic Youreka Setup
- Install Youreka Managed Package (Sandbox and Production)
- Provision Youreka Licenses
- Configure Youreka-related permission sets
Form Template Creation
These items are all about Form Template management - creating templates, and how those templates get managed and maintained over time.
Object/Process Configuration
These items are related to basic Salesforce configuration related to the objects that Youreka provides out of box, as well as the objects that Youreka data relates to.
- Configure the Youreka Form Template object
- Custom Fields, Custom Lightning Pages, Page Layouts, Custom List Views, Approval Processes
- Configure the Youreka Form object
- Custom Fields, Custom Lightning Pages, Page Layouts, Custom List Views, Approval Processes
- Configure the Youreka Discovery object
- Custom Fields, Custom Lightning Pages, Page Layouts, Custom List Views, Approval Processes
- Create Discovery Types
- Configure Discovery Cards
- Create Salesforce automation that fires upon Discovery creation
- Configure Youreka Form Object Lookups
- Configure Salesforce objects which Youreka forms are linked to
- Youreka Field Linked objects (Forms as child object)
- Youreka Linked Section objects (Forms as parent object)
Youreka Mobile Setup
These items all all about configuring the Youreka Mobile App, to ensure that end users have a great user experience.
Form Generation
This section contains common examples of implementations that allow end users to create one, or perhaps many forms - depending on business process and requirements.
- Configure “New Form” Processes
Other Items
These are miscellaneous items that are common in Youreka implementations
- PDF Generation
- Email Alerts, Custom Notifications
- Reports and Dashboards
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