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Youreka – Mobile Forms for Field Service & Mobile Workforces




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Latest Release



Field Service
Collect Better Data and Make Smarter Decisions in the Field.####

Discover the power of Youreka mobile forms for field service inspections, audits, and assessments. Start your free trial today!####Get offline data capture, automatic device-to-Salesforce data sync, AI insights, guided contextual intelligence and more!

  • — TOP INDUSTRIES —####✓ Oil, Gas & Energy##Get a 360-degree view of your field operations and assets in Salesforce. Evaluate risk, eradicate inefficiencies, reduce human error, and improve the performance of your field techs, pumpers, and engineers.
  • ✓ Healthcare##Transform coordinated care and drive real-time collaboration across all parties. Healthcare organizations are revolutionizing home-based care and mobile health assessments with Youreka.
  • ✓ Manufacturing##Dramatically increase first-time fix rates and transform customer-facing operations into a revenue-driving engine. Rapid dispatch, guided insights, and robust analytics prevent hazards, reduce human error, and drive customer loyalty.
##— WHY YOUREKA? —##Most forms don’t do anything after initial data collection. However, a Youreka form makes discoveries that tie to your Salesforce workflows, helping users make better decisions.#### Youreka simplifies data entry, enabling mobile workers to focus on the core parts of their jobs. ####— FEATURES —####✓ Drag-and-Drop Form Builder:##• No coding needed to build forms. In just a click, leverage 18 question types for your form.####✓ Conditional Logic:##• Guide your users through forms, showing and hiding questions based on their responses.####✓ Field Links:##• Tired of duplicate data entry? Youreka forms link to fields on any Salesforce object, making it easy to either update existing records or create new records on the fly.####✓ Discoveries:##• Youreka discovers the next best actions for reps to take in the field. These “discoveries” help field sales reps and other field personnel make better decisions in real time.####✓ Mobile and Offline:##• No Wi-Fi? No problem. Youreka’s iOS and Android apps keep your field sales and field service reps productive when they’re offline. Collect data, take photos, and sync form and assessment data back to your records easily.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited,, Developer, and Performance EditionsEnterprise & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 19
  • Custom Applications: 1
  • Custom Tabs: 9

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
For mobile data collection use cases, click "Get it Now" to install Youreka into your Salesforce instance.####Then, visit the iOS or Android mobile app stores to install Youreka on your mobile device(s).

Support If you need help building forms, understanding Youreka's offline capabilities, or are interested in general data collection best practices, our team is here to help! Call our support line, or chat with us on our website and we'll happily help you out.

Additional Information

Package Name
Baltimore / 2.171.0
First Release
Latest Release
Synaptic Advisory Partners
Annapolis, MD, U.S.
1 (800) 811-2344

Synaptic Advisory Partners works with you to understand your ideal business process. We then customize a Salesforce solution based on your unique needs, so it will help you accomplish exactly what you envisioned. Often we see companies that realize the power of who purchase licenses, only to be overwhelmed by all of its options. We understand that it’s easy to get lost in all that Salesforce has to offer – therein lies the value of Synaptic.####What makes us different?####Our up front collaborative method, Synov8℠, allows us to learn your business and figure out exactly how you want to leverage Salesforce in order to grow. It is only after this process that we can truly understand your unique business and customize Salesforce to help you achieve your goals today and well into the future. We then train your team on the system and automate any processes we can, making your transition to a better business simpler than ever.