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Salesforce-native field forms

Every field visit, captured as data your business can act on

Youreka turns inspections, checklists, and procedures into structured Salesforce records. Built in minutes with AI, deployed org-wide in one click, and completed anywhere, even offline.

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  • 100% Salesforce-native — no integrations, no middleware

to deploy forms org-wide

0 Click

Question types, photos to barcodes

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functional offline, syncs on reconnect

0 %

Integrations needed — Salesforce-native

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Why teams choose Youreka

Less time building forms. More signal from the field.

Three outcomes, one platform — from the first template to the insight that changes how you operate.

Ship forms in minutes, not months

Describe a process or upload a PDF, and the Template AI Agent builds the form. Update once, deploy everywhere with one click.

  • AI template generation from prompts & PDFs
  • Drag-and-drop builder with cloning
  • Version control, archiving & managed templates

Guide every technician like your best one

Dynamic instructions, live validation, and next-best actions catch errors on-site, not in next week’s report.

  • Conditional logic, formulas & real-time validation
  • Photo capture & markup, eSignature, barcode/QR
  • Full offline mode — create & edit records anywhere

Fuel Agentforce with clean field data

Every answer lands as structured, real-time data in Salesforce, the foundation for AI-driven service.

  • Field links to Standard & Custom Objects
  • Dashboards, analytics & custom reports
  • Predictive maintenance & intelligent automation
How it works

From paper process to live insight in three steps

STEP 01 — BUILD

Configure templates

Use drag-and-drop tools or let the Template AI Agent generate forms from a prompt or an existing PDF.

STEP 02 — CAPTURE

Complete forms anywhere

Guided workflows lead field workers to successful outcomes on any mobile device — online or offline.

STEP 03 — ACT

Approve, analyze, automate

Run approvals, generate PDFs, surface trends, and feed Agentforce structured data for smarter decisions.

See It In Action

Follow the journey from build to business impact

Click through each step to see how Youreka transforms field data into operational intelligence.
Built for demanding environments

Trusted where mistakes are expensive

From regulated healthcare assessments to remote oil & gas inspections, Youreka holds up where connectivity and tolerance for error are lowest.

Healthcare
Oil & Gas
Energy & Utilities
Manufacturing
Public Sector
Consumer Business
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See your toughest field process running in Youreka

Bring a real checklist or inspection to the demo and we’ll build it live with the Template AI Agent and show the data landing in Salesforce.

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