Salesforce-Native

Guided Forms and Assessments

Optimized for

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.

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.

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.

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

Features

Branching Logic

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

Discoveries​

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

Mobile & Offline​

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

Drag & Drop Designer​

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

Salesforce® Native​

A native application, found on the AppExchange®​

Any Object​

Create or edit records for any object​

What's New in Youreka?

The most powerful Salesforce-native forms app just got even better. We’re excited to announce the arrival of Davidsonville 19, our latest Youreka release!
  • Bulk Forms Generator
  • Graphical Launchpad for Forms
  • PDF Updates (still in beta)
  • Inherited Values from Lookup Relationships

Video Gallery

Getting Started with Youreka

Home Safety Inspections Demo

Financial Services Demo

Home Health Assessments Demo

Capture Salesforce® data offline

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

Get it Now

Youreka is proud to be in the Top 100 most popular apps on the AppExchange.
Lightning Experience or Salesforce Classic? We’re compatible with both.