OIL & GAS

Standardize field execution. Strengthen safety & compliance. All inside Salesforce.

AI‑powered digital forms, guided workflows, and offline mobile capabilities help your oil & gas field teams complete inspections, maintenance, safety audits, and compliance — at the refinery, pipeline, drilling site, or remote production facility.

Trusted by Shell Tallgrass
Upstream Midstream Downstream Oilfield Services
Salesforce‑native
Youreka product in Salesforce
35× more
safety inspections · Shell HSSE
Proven in Oil & Gas —
Shell, HSSE Audits
increase in safety inspections
0 ×
less data processing time
0 %
users onboarded, zero training hours
0
The value you'll realize

Outcomes your operation can measure

Youreka turns field work into standardized, connected data so safety, compliance, and productivity move in the same direction.

More inspections, on time

Mobile, guided execution keeps work moving and complete in the field.

Always audit & compliance ready

Standardized records and automated audit trails keep you ready at any time.

Far less paperwork

Replace manual data entry with intelligent, automated data capture.

Faster issue resolution

Surface and route hazards, incidents, and near misses in real time.

Clear operational visibility

Live dashboards and KPIs across every asset and operation — in Salesforce.

Consistency across sites

One standard for distributed, global operations.

What Youreka delivers

Built for the realities of the field

Core capability

Capture critical field data — anywhere

Digitize inspections, audits, maintenance records, and process verification with Salesforce-native forms that capture photos, video, barcodes, QR codes, and signatures — online or completely offline.

→ Your crews never lose work, and data lands in Salesforce automatically.

Modernize inspections & compliance

Dynamic conditional logic, guided inspections, automated validation, and digital process verification, with built-in OSHA, environmental & safety support.

→ Consistent, compliant execution every time.

Improve field productivity

Mobile-first execution and intelligent workflow guidance cut paperwork and manual entry while speeding up issue identification and resolution.

→ The right work, done right the first time.

AI-powered field intelligence

AI generates and modernizes forms, assists data capture, extracts information from photos and documents, and surfaces trends across your field records.

→ Faster digitization and sharper insight.

Gain operational visibility

Executive dashboards, compliance reporting, inspection trend analysis, maintenance history, and operational KPIs — all delivered inside Salesforce.

→ Decisions backed by real field data.
Why Youreka

The Salesforce-native advantage

Everything your field teams capture lives where your business already runs — no silos, no integrations to babysit.

100% Salesforce-native

Field data lives where your business runs, with no external silos.

AI-accelerated rollout

Modernize existing forms and procedures in weeks, not months.

Built for the field

Offline-first capture for your most remote sites.

Consistency by design

Guided workflows standardize every inspection and audit.

Rich multimedia capture

Photos, video, signatures, documents & geolocation.

Asset-centric

A complete service and maintenance history for every asset.

Built for your operation

Across the full oil & gas value chain

01

Upstream

Exploration & production operations.

02

Midstream

Pipeline, transport, storage & terminals.

03

Downstream

Refining, processing, distribution & retail.

04

Oilfield Services

Field services, inspections & contractors.

Where teams use Youreka

One platform, every field process

Safety audits

Meet corporate, environmental & regulatory requirements.

Process verification

Validate adherence to operating procedures and standards.

Equipment inspections

Routine and ad hoc checks on production and transport assets.

Preventive maintenance

Capture activities and improve asset reliability.

Incident reporting

Document hazards and near misses in real time.

Asset commissioning

Standardize startup and commissioning of new equipment.

Smart risk mitigation · HSSE audits

Shell standardizes safety inspections with Youreka

more safety inspections
0 ×
less data processing time
0 %
users, zero training hours
0
Success stories

Trusted by global energy leaders

Operators rely on Youreka to standardize field execution and compliance across the most demanding environments, from offshore platforms to remote pipeline networks.

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Get started fast

Oil & gas accelerators

Industry-specific templates come fully equipped with pre-built fields, objects, automation, mobile field sets, and form templates — for instant ROI.

SAFETY

Pre-Work Safety Checklist

Confirm safety procedures are followed before work begins on hazardous sites.

HSE

Field Incident Report

Record and investigate hazards, near misses, and incidents to drive corrective action.

INSPECTIONS

Equipment Inspection

Run routine and ad hoc inspections of production, refining, and transport assets.

COMPLIANCE

Process Verification Checklist

Validate adherence to operating procedures and protocol across sites.

RELIABILITY

Preventive Maintenance Log

Capture maintenance activities and build a complete asset history.

OPERATIONS

Asset Commissioning

Standardize startup and commissioning procedures for new equipment.

Can’t find what you’re looking for? Browse the full accelerator library →

See Youreka in action

Bring standardized, AI-powered field execution to your oil & gas operations, natively in Salesforce.

FAQ

Oil & Gas field service, answered

Youreka is a Salesforce-native mobile forms and field-execution platform for upstream, midstream, downstream, and oilfield services teams. It digitizes inspections, maintenance, HSSE and safety audits, and compliance with guided forms that work online or offline.

Yes. Technicians complete forms, capture photos, and scan assets with no connection at the rig, pipeline, or remote facility; data syncs automatically to Salesforce when they’re back online.

Yes — Youreka is 100% built on the Salesforce Platform, so forms, data, and automation live in Salesforce with no third-party integration.

HSSE and safety audits, asset and equipment inspections, preventive and corrective maintenance, job safety analysis (JSA), lockout/tagout, permit-to-work, and regulatory compliance.

It enforces standardized, branching procedures and captures time-stamped, photo-backed records, producing a defensible audit trail for every inspection and job.

Yes. The Template AI Agent generates and maintains form templates, and Youreka supports image recognition and AI-assisted data capture.

Prebuilt industry accelerators ship with ready-made objects, automation, mobile field sets, and form templates for rapid deployment.

Yes. Shell uses Youreka for HSSE audits and saw a 35x increase in safety inspections, a 99% decrease in data processing time, and onboarded 200 users with zero training hours.