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Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce
Smart, Native Forms for Field Teams. Collect Data Offline.
- Industries
- EnergyHealthcare & Life SciencesManufacturing
- Business Need
- Customer ServiceField ServiceAdmin & Developer Tools
- Requires
- Platform Cloud
- Compatible With
- Service CloudPlatform CloudExperience Cloud
100% native to Salesforce, Youreka transforms field service with AI-powered mobile forms, inspections, assessments, guided workflows, and offline data capture across key industries.

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Highlights
Manufacturing - Complete inspections, checklists, audits and forms, online & offline, that help field technicians deliver service excellence for: • Maintenance checks • Installations • Break-fix scenarios • Safety audits
Oil & Gas, Energy and Utilities - Conduct HSE and JSA forms, verification checklists, maintain compliance, online & offline, that help field technicians deliver service excellence using: • Verification forms • Job Safety forms • Environment forms
Healthcare Life Science - Online & offline, making on-site visits easy with mobile member check in, guided assessments & care recommendations in a single interaction with: • Dynamic health assessments • Intelligent diagnoses • Care plan integration
Provider Details

Youreka helps service organizations streamline data collection and automate workflows in Salesforce using smart, no-code, customizable forms powered by AI-driven data capture. Built-in validation, conditional logic, and intelligent guidance ensure accurate, structured data is captured the first time—fueling Agentforce, enabling AI-powered automation, and driving faster resolution times, better decision-making, and improved customer satisfaction. Designed for a mobile-first world, Youreka includes native iOS and Android apps that allow customers and field teams to submit data anytime, anywhere—even offline. As a Salesforce-native solution, Youreka seamlessly integrates with Salesforce Data Cloud to create a trusted, unified source of service data. Trusted by leading enterprises across utilities, manufacturing, healthcare, and service industries, Youreka helps organizations deliver smarter, more connected service and operational excellence on Salesforce.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Click "Get It Now" to receive a 30-day full feature free trial with all of Youreka's premium features. For more information on our various pricing options, visit our website at https://youreka.io/pricing/.
Default Plan
$20 USD/user/month