Sample Use Cases and Implementations
These articles show you examples of how to build out Youreka for some complex, niche use cases
- How to build PDF Templates for S-docs
- How To: Fully Migrate Youreka and Related Form Records with Salesforce Data Loader
- Create Dynamic Form Buttons with Youreka Lightning Component Code
- Create a Basic Form For Mobile Users
- Triage Cases with Youreka Forms on Desktop
- Manage Approvals on Forms
- Provide Form Template Access Via Sharing Rules
- Send Email Alerts When Forms Are Submitted
- Complex Mobile Card Filters
- Creating Forms with Screen Flows
- Relate Youreka Photos to Other Salesforce Records
- Spice Up Your Forms Related Lists
- Spice Up Your Radio Buttons
- Youreka And Global Search
- Dynamically Generate Field Service Forms Based On Work Type
- Auto-Delete Form Records
- Youreka and Einstein Next Best Action (NBA)
- Plot Youreka Data on Salesforce Maps
- Daisy Chain Forms with Discoveries
- Transform Youreka Forms into PDF Documents using Conga Composer
- Transform Youreka Forms into PDFs using S-Docs