Scoping Checklist

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.

• Create Form Templates
• Discoveries
• Form Template Versioning
• Configure Form Lifecycle

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 Cards
• Mobile Cards
• Check In / Check Out
• Offline Data
• Deeplinking

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
  • New Form Quick Actions / List Buttons
  • Process Builders / Flows which create new Forms
  • Youreka Lightning Components
  • Form Generator
  • New Form Buttons in Mobile (if Mobile Cards are enabled)
  • Platform Events
  • Apex Code
  • Custom Batch Processes

Other Items

These are miscellaneous items that are common in Youreka implementations

• PDF Generation
• Email Alerts, Custom Notifications
• Reports and Dashboards