After reading this section, you will learn how to install and use the Youreka Easy Form Load Extension Pack.
Before you get started
These articles might be helpful before you read further:
Extension Packs are solutions that help accelerate the Youreka implementation process. This extension pack includes a Salesforce Lightning App that allows you to drop in a .csv file and load Questions in bulk to quickly create Form Templates. Please keep in mind that this is a fast way of creating templates from a .csv file; you will want to go in and polish up the Form Template after loading Questions.
Here’s a quick preview:
What is in the Package?
- Salesforce Lightning App
- A Salesforce Tab
- Screen Flow
- 2 Apex Classes with Test Classes
Installing the Package
*Requirements: Be sure to have the full Youreka app installed from the AppExchange (Megawatt or later).
The Extension Pack can be installed in a production or sandbox environment. Here are the installation links:
Please install for profiles who will be loading templates in bulk.
Start by scrubbing your .csv file to be compatible by following these four steps:
- put a column header of “disco__label__c” in the question labels column. This is what maps your question labels into question records inside Salesforce.
- If you’d like to add a question order, add a “disco__order__c” column and number it accordingly.
- Delete all other columns.
- Find and replace all commas. Commas will break the parsing of records into Salesforce.
Please Note: If you’re loading all Questions into one section, you can load 500 Questions. Please delete the rows after that, otherwise the flow will time out. If you’re loading into multiple Sections, 200 is supported. Please delete after that or load all Questions into one Section.
Here is a sample .csv file for testing.
Here is a quick demo of cleaning a sheet to make it compatible:
Once you've completed editing columns in your .csv file, we then go back into Salesforce and go to the App Launcher in the top left, and search for Youreka Easy Form Load.
Here you will see instructions. Below that is the form loading tool and to the right are Form Templates you have created. You can start to load a new template by clicking through the flow on the lower left.
It will ask you to provide the Form Template with a name, and give it a Section name. Every Question must be placed into a Section. It is fine to place all questions into a single Section and can be changed after. If you are placing all Questions into one Section, Easy Form Load supports up to 500 questions. If you have multiple Sections, only 200 are supported.
You can choose to add additional sections or load your .csv file. If you are ready to add your .csv file, drag and drop your .csv file into the flow and follow the steps.
If you only provided 1 section, the Questions will automatically be pushed into that Section. If you have multiple sections, it will walk you through assigning a Section to each Question. At the closing steps, you can click on the newly created Form Template to go in and make any additional edits necessary.
Please note that all Questions will come in as text Questions. Then you can go into the Form Template and edit questions and Question Types, etc. Changing Question Types is coming soon in the next version.
That is it. Give yourself a pat on the back then test it out. If you have many Form Templates or templates with many Questions, this can save many hours when standing up Youreka solutions.
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