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OK, I am going to have to give up on testing this app right now. It's a bit too hard to work out what it's doing and how to set it up. I don't need half of the features it's got and I can't find the other half of the features I need. So here's what I need.
Now I KNOW I can build this in Form Assembly with no code, and a few forms. But I want this in Salsforce and linked from my external site and is styled to look and feel like and integral part of my external site, and I am not sending my users off to another URL that says tfaforms.com in the URL (yes, I know you can have vanity URLs in enterprise edition).
After doing my second round of testing on Fast Forms, Youreka contacted me to ask me to review their product. I don't normally do reviews based on contact like that, but I'm pretty desperate to find a solution for this specific project, and Youreka has one feature that is great - the ability to work in external sites. As I said on Fast Forms I want something like Payments2Us forms but customisable.
Unfortunately the pricing on the Youreka site is very obscure, and I still don't know if I am going to be able to put this to my clients because it is going to be expensive. But note there are cheaper versions, or versions in between Free and $60k/year as it says on the site, and 20% discounts for NFPs.
Also it's just a weird name and that puts me off a bit.
The app in some places calls themselves a forms tool and in other places calls themselves an assesment tool. I presume that's what the whole discoveries thing is. I really think they should break the app into two and have a much much cheaper version for just forms - I really don't think I will use the discoveries / assessment feature.
Oh this video is just too weird - it's like magic. Don't watch that video as a sales tool to buying this product. There is so much business logic that has been built behind the scenes. This video sort of shows what's behind it, but then what's behind that? How did all those "discoveries" get in there in the first place. So much work to set this up with assessments. Oh, and if you are doing a whole new version, don't showcase your product with the old videos - build the need to do all new videos into the version release.
Youreka is basically only good for internal users to use the forms, or community users - you need to be authenticated. So I don't think my scenario is even possible with Youreka. Salesforce has some strict rules around what data external sites users can access and update, so that is the limiting factor on using Youreka for external sites. In Form Assembly everything is being done by the user that you authenticate to Salesforce with, so you have full ability to do what you want to any object - you just set it in the permissions for that user.
Also see all my notes on Fast Forms as to why you may want a forms tool that is remote from Salesforce - so you can manipulate your data before putting it in Salesforce. I think you could with this too, but it would be a lot of work in Process Builder or Flow to do it.
I think Youreka is a very specific app for doing this discovery stuff, that happens to have a forms engine. I don't think it's a forms tool. Once again, I would love to find a forms tool that is as good as Form Assembly but much better than Form Assembly.
Oh good one. The first page I click on after installing, in Sandbox, gives an error. It seems this app needs Email to be enabled just to view the setup tab. Very very very weird. So I enable Email on the Sandbox, and now I can create the remote sites. I don't like this. It is very obscure. It just finishes and says your set to go - what did it do - only advanced admins will know where to look to see what it did. Don't obfuscate really really important security things.
WHY OH WHY is it creating a remote site instance to SynapticAP Org on NA10? This is very weird and I don't like it at all. And why does it need a remote site to login.salesforce.org. Is it bypassing OAuth security in some way? This needs to be documented. The installation guide says nothing as to why these remote sites are created.
Community http://www.youreka.io/community/
PDF User Guides? Oh how 1999. Get a Wiki, please! You have a whole community site, but it's just a placeholder to download PDFs.
My experience in doing the install was not the same as the install documentation - I'm hoping that it was because I was in a sandbox, not because I was in Classic and it was only showing Lighning?
Oh dear, the documentation is just like the new Drawloop - (formerly Nintex Document Generation) documentation that just tells you what each label on the app does, but doesn't actually tell you how to use the app. I'm getting frustrated now. I can't even find Relationship Builder in the documentation.
Oh dear, first thing I tried to do - add a linked section - it would not allow me to choose an object but it is required.
Ah, after 5 minutes of hunting around, I see what the issue is.
That is weird - you have to start with your app architecture, not with the form - say that FIRST in your User Guide.
This video may help, if you can get past the Star Wars references http://www.youreka.io/project/how-to-create-field-links-and-dependent-logic-questions/
OK, that is even weirder - the popup message says there are no objects with lookups to the forms object. The Video says to go to the forms object and add a lookup there - nope, did that, it doesn't let me add a linked section. I created a lookup from Form to my objects, and that allows me to create Field Linked Questions, but why isn't it allowing me to create a linked section. I still can't find anything in the help about the overall architecture needed, or about linked sections (yet I'm still convinced I need a linked section).
It is not intuitive how you get to Discovery Rules, or what discovery rules are even. Why can't I just click on the tab, rather than going Save and Continue and Back.