Salesforce-Native

Guided Forms and Assessments

Optimized for  

Mobile and Offline Data Capture

Field Sales

Field Service and Inspections

Retail Execution and Merchandising

Public Web Forms and Email Surveys

  • Christian Care Ministry
  • Complex Care Solutions
  • Diversey
  • Hartig Drugs
  • HUD

Anytime. Anywhere. Any Object.

Youreka is a smart, Salesforce-native forms, assessments, and surveys application for mobile workforces. The app enables smarter Salesforce® data collection and offers real-time guidance in the field to ensure you ask the right questions at the right time. With Youreka, you can access, update, and create Salesforce records from your mobile device even when offline.

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Audits, Assessments, and Inspections

Youreka's simple, offline-enabled forms reduce human error and improve data quality when conducting audits, assessments, and inspections. Catch every compliance breach and keep essential data from falling through the cracks.

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Guided Sales and Service

Youreka leads sales reps and field technicians through audits, work orders, and customer interactions from start to finish. The app alerts you to critical information and suggests next best actions to take when you are on the job.

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Surveys

Youreka makes it easy for customers to fill out surveys, lead capture forms, and service request documents on your website. What's more, the form data gets pushed to Salesforce® and triggers workflows instantly.

See what our customers have to say

  • “Synaptic did great work for us. They were knowledgeable, collaborative, and, above all, trustworthy.”

    Joe Rooney

    Deputy Director, Metro Policy Program, Brookings

  • “Youreka is a great form capture system! I like the offline use and the ability to add photos. The discoveries function is also great to identify problems and get them remedied quickly.”

    Sarah Cliff

    Operations Manager, Citywide Elevator Consulting

  • “Youreka was really nice, very easy to install and run. After installing, I received a call from a representative in a few minutes. He explained details about the product and benefits. He sent me follow-up emails and provided documents.”

    Zalak Solanki

    Salesforce Consultant, Deloitte

  • “Synapse has brought us access to information in such a short period of time. For us, this has been huge. Synapse tells us what to do and what to do next.”

    Kathy Smiley

    Clinical Care Liaison, Reliance ACO

  • “I have been using Youreka for over a year, and I like the direction it is going! It is extremely easy to set up. It allows you to override the CSS. The out of the box forms are not very attractive in the modern age, but that doesn’t matter to me since I can override it to make it how I want. Customer service is really good. Youreka listens to feedback and implements a lot of user suggestions in their roadmap releases.”

    William Green

    William Green

Features

  • Branching Logic

    Branching Logic

    Infinite levels of dependencies let you ask the right questions at the right time

    Mobile Offline

    Mobile & Offline

    Work in Salesforce1 or go offline with our iOS and Android apps

  • Discoveries

    Giving data life after forms, discoveries are what make your forms actionable

    Salesforce® Native

    A native application, found on the AppExchange®

  • Any Object

    Any Object

    Create or edit records for any object

    Drag & Drop Designer

    Drag & Drop Designer

    No code. Build intuitive, intelligent forms with a drag-and-drop interface

  • Community Components

    Community Components

    Add forms to your Salesforce Communities with ease

    Console Ready

    Console Ready

    Complete your forms in a Salesforce® Console App

  • Cloning

    Cloning

    Clone your forms and templates, never start from scratch

    Custom Styling

    Custom Styling

    Change colors and fonts, add logos to match your brand, upload custom CSS

  • Field Links

    Form answers can update any standard or custom object records

    Pagination

    Pagination

    Design forms with multiple pages or create a wizard-like flow

Youreka Crofton Release

What's New in Youreka?

The most powerful Salesforce-native forms app just got even better. We’re excited to announce the arrival of Crofton 18, our latest Youreka release!

  • Template-Level Analytics and Data Exports
  • Custom Value Ranges for Numbers and Dates
  • Mobile Device Previews in Template Builder
  • Picklist-to-Template Sync
Update your version of Youreka to Crofton 18 now Release Notes

Capture Salesforce® data offline

Create and edit Salesforce records on a mobile device from anywhere. No Internet needed!

LEARN MORE

GET IT NOW

Lightning Experience or Salesforce Classic? We’re compatible with both.

Click here to download Youreka on the AppExchange®