Youreka And Global Search

Sometimes it is necessary for Salesforce users to be able to search for data in Salesforce that was captured by a Youreka form. One of the best ways to do this is by using Salesforce Global Search. Because Youreka's data model lives in Salesforce Custom Objects, the information collected in Forms can be queried by users using the standard Salesforce search functionality.

In the GIF below, you can see a user typing the word "Engine" into the search bar, and returning results such as Form records, Form Template records, Question records, Answer records, and more.

With that said, there are a few things that should be configured in Salesforce to make this work. The following steps below are optional, and should only be configured based on your organization's unique needs.

Create Custom Object Tabs for Question and Answer

Salesforce Search will only return results from objects that have a Custom Tab configured. And because, out of the box, Youreka doesn't provide you with tabs for the Question and Answer objects, you will need to make them on your own.

The result means that Salesforce Search will now query records from those objects.

Create Search Layouts for Question and Answer objects

In addition to creating Custom Tabs, you'll want to make sure that you create Search Layouts for each of your objects, to make sure that the most interesting and helpful columns appear to end users when they search. In the example below, you can see that we've added Question Label, Form Template, Question Type, and more to some of the layouts below, so that users know exactly what they're looking at when they search.

**Pro Tip** - We've seen that it's helpful to see Answer records in Search, alongside their related Question Label (see screenshot above). Because Question Label is an attribute on the Question object, and is long text, you can't simply create a formula field on Answer to mirror the value. Instead, we've seen customers create a Workflow Rule / Flow that copies the Question Label to a custom long text field on the Answer object. This way, you can start to create views with the Answer object (like the one shown above), which include the Question label.