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Sample Use Cases and Implementations

These articles show you examples of how to build out Youreka for some complex, niche use cases

  1. Youreka Knowledge Base
  2. Implementation Best Practices
  3. Sample Use Cases and Implementations
  • 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
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Youreka is a Salesforce-native application for simplifying smart mobile forms and procedures at scale

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ABOUT YOUREKA
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  • Demo Kit
GET YOUREKA
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