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The Path to Smarter Service: A Digital Assistant for Frontline Workers

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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

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Youreka + Manufacturing

  • Asset Inspections
  • Factory Inspections
  • Supplier & Retail Audits
  • Installation & Maintenance Procedures
  • Field Ticketing & Quoting

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Youreka + Health & Life Sciences

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Youreka + Health & Life Sciences

  • Medicare Assessments
  • Clinical Health Assessments
  • Intake Forms
  • Medication Reconciliation
  • Triage Forms

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Youreka + Energy & Utilities

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Youreka + Energy & Utilities

  • Health & Safety Assessments
  • Installations & Maintenance Procedures
  • Governance & Compliance
  • Environmental Checklists
  • Field Ticketing & Quoting

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Youreka + Home Services

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Youreka + Home Services

  • Residential Property Inspection
  • Residential HVAC Inspection
  • Job Estimator
  • Residential Appliance Repair
  • Commercial Building Inspection

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Youreka + Public Sector

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Youreka + Public Sector

  • Elevator Inspection Form
  • Park Quality Inspection
  • Office Health Audit
  • Food Inspection
  • Property Survey

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Youreka + CPG & Retail

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Youreka + CPG & Retail

  • Merchandising Retail Store Audit
  • Franchise Store Safety Audit
  • Retail Store Daily Checklist
  • Customer Satisfaction Survey
  • Store Operations Checklist

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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

Health & Life Sciences

Energy & Utilities

Oil & Gas

Public Sector

Manufacturing

Delivering Value Across Salesforce Clouds

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

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