The Youreka Product
Putting knowledge to work through Salesforce-native mobile forms
How it works
1. Configure Templates
Scale enterprise expertise with easy-to-use, drag-and-drop tools or harness AI with our Template AI Agent to generate templates from prompts or PDFs, instantly saving time and boosting productivity.
2. Complete Forms
Guided workflows lead workers to successful outcomes while seamlessly capturing data from any mobile device, online or offline.
3. Run Approvals & Analytics
Approve completed forms, output PDFs, and unlock valuable insights. Leverage collected data to identify trends, optimize processes, and enhance AI agents like Agentforce for smarter decision-making.
What if Enterprise Forms Management Were Easy?
Is updating your organization’s paperwork harder than it should be?
Easily deploy forms organization-wide in seconds — with just one click.
Build it fast.
Drag-and-drop template builder, custom styling, and template/question cloning for speed building or harness AI with our Template AI Agent to generate templates from prompts or PDFs
Stay in control.
Keep it in Salesforce.
Youreka’s Salesforce-native forms seamlessly connect with Standard and Custom Objects, using field links and linked sections to ensure structured, real-time data flows directly into Salesforce Data Cloud. This eliminates manual entry errors and instantly fuels Agentforce, enabling guided field procedures and smarter, AI-powered decision-making.
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 workflows, task management, generate custom 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.
Collect diverse field data with 24 question types, photo capture and mark-up, eSignature, Barcode/QR scanning, plus Advanced Data Collection tools like Table Sections and Sketch Pad—all driving richer insights and smarter decisions
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 Eliminate Data Silos Effortlessly
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.
Streamlined solution for effortless data capture, synchronization, and automation, ensuring real-time insights across all service environments. 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.
Foundation for AI-Driven Service.
AI is only as powerful as the data it relies on. Youreka ensures that field teams capture and sync structured, real-time data, fueling Agentforce with accurate insights, predictive maintenance, and intelligent automation, enabling AI-powered guided workflows and optimized decision-making.
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
Get Youreka Now
Youreka is proud to be a top Salesforce partner, working to complete the mobile workforce experience.
