Make Discoveries

Learning Objectives

After completing this tutorial, you’ll be able to:

  • Create Simple Discoveries
  • Create Discovery Rules
  • Make Discoveries
  • Add Related List and Link New Discovery Types

Prerequisites: Build Your First Form Template & Field Links 


What are Discoveries?

Discoveries are what make your forms actionable. For Arabica Coffee Co., this means uncovering opportunities after a form is complete that drives a rep to take action right there in the store. For example, based on the information collected about competitor prices and products, the rep could attempt to cross-sell one of Arabica’s cookie displays or reinforce pricing strategy if they discover that the store is underpricing Arabica Coffee Products. These Discoveries can be linked to a record like a contact or an account record in Salesforce so that they can be referenced in future interactions with that customer.

In this tutorial, we will show you how to build two Discoveries for the Arabica Coffee Co. form, a Simple Discovery and a Discovery Rule.

  • Simple Discoveries: Think of these as 1:1 relationships. If a question is answered with this input, then trigger this discovery.
  • Discovery Rules: These are rules set that map across more than one question’s inputs. If Question 1 is answered with input A, and Question 2 is answered with input B, then trigger this discovery.

Let’s build out our own discovery logic to see it in action. Start by logging in to your Salesforce Org.


Building Discoveries

  1. Log in to your Salesforce instance using your Username and Password.
  2. Before we can link a Simple Discovery, we must first build the Relationship to the Account record. To do this, we Navigate to Setup > Create > Objects and select Discovery (in LEX Setup > Object Manager > Discovery). On the Discovery Object screen, click New under the Custom Fields & Relationship Section(Fields & Relationships in LEX). You will then be taken through a series of steps.
    Discovery Object.jpg
  3. Select Lookup Relationship under Data Type then click Next to proceed.Salesforce Lookup relationship1.jpg
  4. Select Account from the Related To dropdown then click Next to proceed.Account related salesforce dropdown.jpg
  5. Type Account in the Field Name field and click Next to proceed.
    account filed name entry salesforce.jpg
  6. Click Next to proceed.
  7. Click Next to proceed.
  8. Click Save.
  9. Navigate to your Arabica Coffee Store Visit Form Template and click Edit.
  10. Ensure that the Smart Features checkbox is checked in the upper right-hand side of your template builder screen.
  11. Since we’re not making any changes to our template itself, we will move on to the Simple Discoveries portion of the template builder by selecting the blue ‘Continue’ button under the Helper Text.

Simple Discoveries

We will create a Simple Discovery which relates to how Arabica Coffee Co.’s prices compare to other coffee brands in each store. Arabica Coffee Co. is interested in tracking their pricing placement to ensure that stores are remaining consistent with the company’s overall pricing strategy.

Typically, Arabica Coffee Co. tries to keep their products in the Premium market (above average prices) because their coffee is all fair trade and some lines are organic. They don’t mind if prices fall into the Competitive market (average prices), but if a store is offering their coffee for below the average price, Economy, then Arabica wants to know so that they can address it.

  1. To create this Simple Discovery Rule, drag and drop the question How do Arabica Coffee prices compare to other coffee brands? from the list of Available Questions into the Simple Discovery Workspace.
    Simple designs discovery.jpg
  2. The list of possible answers for this question already appear and you will be prompted to add a Corresponding Discovery to each.
    1. For Higher than Average, enter Premium Placement as the Discovery Type. Since this Discovery Type doesn’t yet exist in our library of discovery types, we will click + Add “Premium Placement” to list of Discovery Types.
      PF3C_Pic9.jpg
    2. For Average, enter Competitive Placement as the Discovery Type. Since this Discovery Type doesn’t yet exist in our library of discovery types, we will click the + Add “Competitive Placement” to list of Discovery Types.
    3. For Lower than Average, enter Economy Placement as the Discovery Type. As before, add this to the list of Discovery Types.PF3C_Pic10.jpg
  3. Now we need to set where these discoveries will reside within Salesforce, which in this case will be the account page layout. In the Target Location for the Discovery section, select disco__Form_Account__c (the Account Object) from the available fields in ‘Copy the field’. Then select Account__c from the ‘and set the field’ option.
    PF3C_Pic11.jpg
  4. Our Simple Discoveries are now set. Save and press Continue to Proceed to Discovery Rules.  To see more about Simple Discovery Rules, see the article in our technical documentation.

Discovery Rules

Now we want to create a more sophisticated rule for our form template. Arabica Coffee Co. is in the process of determining which stores would offer a good market to cross sell their End Aisle Cookie Display, which would offer a variety of cookies and chocolate from their new line of products.

The ideal stores would be ones that already offer coffee snacks in their coffee aisle and also have display real estate available for use, ideally on the end of the aisle. Let’s create this Discovery Rule to trigger when both of these are the case.

  1. On the Discovery Rules Builder screen click the ‘Create a Discovery Rule’ button on the top, right-hand corner.
  2. Name the Discovery Rule: ‘Cookie Display Cross Sell Opportunity’.
  3. Drag and drop the question “Which of the following complementary coffee products are present in the aisle?” into the question workspace.
  4. In the space for ‘Coffee Snacks’ set the value to 2.
    PF3C_Pic12.jpg
  5. Drag and drop the question Is there open Display Real Estate available? into the question workspace. Set the value for ‘Yes’ to 2.PF3C_Pic13.jpg
  6. Click the ‘Discovery Logic’ tab, just below the Discovery Rule name to set the logic for the rule. Here we will determine when we want to trigger this discovery by telling Youreka to evaluate the weights that we set for each question. This logic is based on how you want to evaluate a variety of criteria to trigger the Discovery. This example works for our case, though logic will likely be different based on the use case that you pursue.
  7. In our case, the values combined for a value of 4, so we want the discovery to trigger if the value is any Greater than 3 with the Discovery Type: Cross Sell Cookie DisplayPF3C_Pic14.jpg
  8. Select + Add “Cross Sell Cookie Display” to list of Discovery Types.
  9. Click the third and final tab in the Discovery Rule builder called Target Location.
  10. As we did with Simple Discoveries, we want to set the Target Location for the Discovery. Copy the field disco__Form_Account__c from the Form and set the field Account__c on the Discovery.
    PF3C_Pic15.jpg
  11. Save and Close your form to return to the Form Template Detail.

Create a New Form to Test Discoveries

  1. Publish the form from the settings button on the Form Template Detail page.
  2. Create a New Form from the blue + New Form button.
  3. From the New Form Wizard, select the Monroe Markets Account for the linked account and select either an existing Test Contact or the New Record Checkbox if you have completed the Allow New Records tutorial. Then click Complete the New Form.New Form Wizard-2.jpg
  4. The contact information will be prepopulated in the Store Contact Information section.
  5. In the General Information section, select ‘Coffee Snacks’ from the first question and then ‘Donuts or Pastries’ and ‘Nuts and Granola’ from your Multi-select picklist.
    Step 25_Discoveries.jpg
  6. For How do Arabica Coffee prices compare to other coffee brands? choose Higher than Average.
  7. For Is there open Display Real Estate available? choose Yes followed by End Aisle Display.
    Step 27_Discoveries-1.jpg
  8. Save your form and navigate to the Form Detail Page where any discoveries that have been triggered will be listed at the top
  9. From this page, review your details and then select the ‘Make Discoveries’ button at the top of the page.
  10. Navigate to the Monroe Markets Account record.
  11. Scroll to the bottom of the Account Page Layout and see that your new form exists in the Forms Related List and both discoveries also exist under the Discoveries Related List:
    PF3C_Pic24.jpg

 


What have we learned?

Based on the way we completed the form, the store visit rep has discovered that this store offers Arabica coffee in the Premium market (as desired) and also discovered an opportunity to cross sell the Arabica Coffee cookie display. The representative can now pitch this display to the store manager while they are still in the store rather than waiting until a later date after analyzing the form’s inputs.

We have also ensured that the Form and its Discoveries live right on the Account Page layout for easy access and reference. If the rep were to return to the store to conduct a follow-up visit, they could see exactly which discoveries were triggered during the previous visit and could even pull up the previous form for reference.

Ready to tie Discoveries to Salesforce Workflows like tasks and emails? Learn how with our Trigger Salesforce Workflows Tutorial.

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