Accelerate Digital Transformation with Template AI Agent
» Learn more
Accelerate Digital Transformation with Template AI Agent
» Learn more
Putting knowledge to work through Salesforce-native mobile forms
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.
Guided workflows lead workers to successful outcomes while seamlessly capturing data from any mobile device, online or offline.
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.
Is updating your organization’s paperwork harder than it should be?
Easily deploy forms organization-wide in seconds — with just one click.
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
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.
Is your organization tripped up by urgent issues?
Automate workflows to ensure you never get caught flat-footed.
Configurable workflows, task management, generate custom PDFs, form lifecycle
Automated approvals, audits, and reviews, collaborate on Chatter
Onsite check-ins/outs, exif data, eSignature
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
Complete processes offline, create and edit Salesforce records offline, and seamlessly sync to Salesforce when you reconnect
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
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
Build institutional knowledge into your forms with dynamic instruction, logic, next best actions, and tooltips
Conditional data validation, live formulas and calculations, Discoveries, image recognition and AI
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.
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.
Fully configurable analytics, surface new insights with Einstein analytics, and export data for use in outside reporting.
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.
Have more specific questions about Youreka?
Reach out to us directly or dive into our Technical Features Guide.
Youreka is proud to be a top Salesforce partner, working to complete the mobile workforce experience.
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