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Salesforce Native
Drag & Drop
Prepopulate Date
Mobile Offline
Photo Upload
Branching Logic
Geo Tracking
Field Links
Data Discoveries
Home Health Assessments
With Youreka, you can achieve excellence in customer service through a suite of web forms, call center scripts, and mobile procedures, all powered by the platform you trust to manage your service lifecycle.
Modern Safety Inspections
Implemented SOAR (Safety Observation and Reporting), a dynamic and user-friendly reporting tool that uses Youreka’s Salesforce-native, offline mobile forms to get critical data to the people who need it most
Sales Cloud + Youreka
Mobile & Offline Guided Sales
Service Cloud + Youreka
Mobile or Call Center Guided Service
Salesforce Field Service + Youreka
Dispatched Guided Service & Sales
Health Cloud + Youreka
Health Assessments
Salesforce Maps + Youreka
Checklist Functionality
Salesforce Platform Cloud + Youreka
Purpose Built Guided Procedures
Youreka resource library for Salesforce Solution Engineers and Implementation Partners
Step-by-step instructions for setting up Youreka in the Salesforce SDO, IDOs, or any other demo org
A self-paced online learning experience designed to teach you about Youreka and how to best leverage it within your organization
Watch a 90-second overview video of Youreka mobile forms
See how Youreka can extend Salesforce’s capabilities to meet a wide variety of very complex use-cases.
See how Youreka can extend Salesforce’s capabilities to meet a wide variety of very complex use-cases.
See the complex business challenges Youreka and Salesforce, together, have helped our clients overcome.
Short tutorials, guides, and instructions to get you up to speed quickly.
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