The Youreka Product
Putting knowledge to work through Salesforce-native mobile forms
How it works
1. Configure Templates
easy-to-use, drag-and-drop tools
2. Complete Forms
Easily execute from a mobile device, even offline.
3. Run Approvals & Analytics
Approve completed forms. Identify trends and patterns.
What if Enterprise Forms Management were easy?
Updating your organization’s paperwork far more difficult than it needs to be?
Deploy forms organization-wide in seconds– with just a click.
Build it fast.
Stay in control.
Keep it in Salesforce.
Take action right away
Is your organization tripped up by urgent issues?
Automate workflows to ensure you never get caught flat-footed.
Keep things moving.
Configurable workflow, task management, generate PDFs, form lifecycle
Collaborate easily.
Automated approvals, audits, and reviews, collaborate on Chatter
Maintain an audit trail.
Onsite check-ins/outs, exif data, eSignature
Capture and log complex data
How much do you know about what’s really happening on-site?
Reduce risk by capturing more information than ever before with a single tool
Work offline.
Complete processes offline, create and edit Salesforce records offline, and seamlessly sync to Salesforce when you reconnect
Capture it all.
24 question types, photo capture and mark-up, eSignature, Barcode and QR scan
Guide field employees in real time
How much do you know about what’s really happening on-site?
Reduce risk by capturing more information than ever before with a single tool
Upskill your technicians.
Build institutional knowledge into your forms with dynamic instruction, logic, next best actions, and tooltips
Flag errors and surface insights in real-time.
Conditional data validation, live formulas and calculations, Discoveries, image recognition and AI
Connect and centralize data silos
Do you struggle to report on disparate data and issues in a timely manner?
Eliminate the lag by updating your digital records directly from the field.
Report at scale.
Sync field data directly from Youreka to Salesforce, then use Salesforce dashboards, out-of-the-box ready-made reports, or custom reports in Salesforce.
Dive deep.
Fully configurable analytics, surface new insights with Einstein analytics, and export data for use in outside reporting.
Learn more about Youreka features
Have more specific questions about Youreka? Reach out to us directly or dive into our Technical Features Guide.
Solutions for the most demanding industries
Success with businesses like yours
Get Youreka Now
Youreka is proud to be a top Salesforce partner, working to complete the mobile workforce experience.
