Meet Youreka:
The Path to Smarter Service: A Digital Assistant for Frontline Workers
We work with Partners like you to help our clients maximize their investment in Salesforce and achieve their business objectives. Partner with us today to start delivering exceptional results to our mutual clients
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Simplify Smart Mobile Forms, at Scale
A Salesforce-native mobile workforce solution that guides procedures, standardizes processes, and collects data–even offline.
Health, Safety, and Environmental Checklists
Inspections and Assessments of Equipment, Facilities, and People
Guided Break-fix, Maintenance, and Installation Procedures
Quotes, Estimates, and Field Tickets
Any Industry, Any Process, Anywhere
Youreka + Manufacturing
Youreka + Manufacturing
- Asset Inspections
- Factory Inspections
- Supplier & Retail Audits
- Installation & Maintenance Procedures
- Field Ticketing & Quoting
Youreka + Health & Life Sciences
Youreka + Health & Life Sciences
- Medicare Assessments
- Clinical Health Assessments
- Intake Forms
- Medication Reconciliation
- Triage Forms
Youreka + Energy & Utilities
Youreka + Energy & Utilities
- Health & Safety Assessments
- Installations & Maintenance Procedures
- Governance & Compliance
- Environmental Checklists
- Field Ticketing & Quoting
Youreka + Home Services
Youreka + Home Services
- Residential Property Inspection
- Residential HVAC Inspection
- Job Estimator
- Residential Appliance Repair
- Commercial Building Inspection
Youreka + Public Sector
Youreka + Public Sector
- Elevator Inspection Form
- Park Quality Inspection
- Office Health Audit
- Food Inspection
- Property Survey
Youreka + CPG & Retail
Youreka + CPG & Retail
- Merchandising Retail Store Audit
- Franchise Store Safety Audit
- Retail Store Daily Checklist
- Customer Satisfaction Survey
- Store Operations Checklist
Resource Library
Get started.
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
Step-by-step instructions for setting up Youreka in the Salesforce SDO, IDOs, or any other demo org
Watch a 90-second overview video of Youreka mobile forms
Get familiar.
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.
Trusted by Leading Enterprises Worldwide
Energy & Utilities
Oil & Gas
Public Sector
Manufacturing
Delivering Value Across Salesforce Clouds
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
The Digital Assitant for Frontline Workers
Process Architecture Designer
Salesforce Native
Drag & Drop
Prepopulate Date
Guide on
Mobile
Mobile Offline
Photo Upload
Branching Logic
Transform the Enterprise
Geo Tracking
Field Links
Data Discoveries
How Youreka Delivers Value to Frontline Workers
