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Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce
Smart, Native Forms for Field Teams. Collect Data Offline.
Overview
100% native to Salesforce, Youreka transforms field service with AI-powered mobile forms, inspections, assessments, guided workflows, and offline data capture across key industries.
See How Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce Works
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
Replace paper forms, PDFs, spreadsheets, and legacy mobile apps with AI-powered field service workflows built 100% natively on Salesforce. Create dynamic forms, inspections, assessments, and checklists that connect frontline data directly to Salesforce and Agentforce. Give AI trusted, structured data to automate service, deliver intelligent recommendations, and improve customer experiences. ✓ Drag-and-Drop Templates – Build forms in minutes with 20+ question types. ✓ Template AI Agent – Generate forms instantly from prompts or PDFs. ✓ Conditional Logic – Show or hide questions based on responses. ✓ AI Photo Intelligence – Verify photos with AI for compliance. ✓ Native Salesforce – Update Salesforce records and assets. ✓ AI Recommendations – Deliver next-best actions with Agentforce. ✓ True Offline Mobile – Work anywhere on iOS and Android. ✓ Salesforce Analytics – Power reports, dashboards, Flow, and Agentforce.
Categories
- Business Needs
- Customer ServiceField ServiceAdmin & Developer Tools
- Industries
- EnergyHealthcare & Life SciencesManufacturing
- Personas
- AdministratorBusiness Operations ManagerDeveloper
- FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppNo LimitsLightning ReadyManaged PackageSalesforce Mobile