Youreka Academy

Click here for step-by-step tutorials to help you become an expert:

How-To Videos

Getting Started with Youreka

Launch a form from a button on a record

Launch a form from Salesforce1 actions

Community Templates

Kick off your form building process with these templates from our community. Download, import into your Youreka instance, personalize, and start creating forms! Learn how to Import Templates from the section in our User Guide.​

Opportunity Review Form
Sales reps can use this form to input details of an opportunity to tie to the Opportunity record and discover adjustments to be made to ensure they close the deal.
Lead Qualification Form

This simple qualification form gathers information about Lead details and qualifying data to be tied to a Lead record.

Field Service Assessment

Have a field service team? Use this assessment to capture data on your mobile device to evaluate and update Cases in the field.

Customer Satisfaction Survey

Need to know if your customers are satisfied? Use this form to capture their input and tie it to the customer’s Contact record.

Frequently Asked Questions

You betcha! You can pick accent colors, drop in a logo, and choose font colors as well. We’re just getting started, though.

On Our Roadmap:

Right now we have standardized our User Interface for completing forms. On our product roadmap is the ability to allow end users to create their own versions of UIs for completing forms. For example, a customer may wish to ask one question at a time and have a fully branded background for each question. In addition, we plan to release a few options to serve as customizable templates for the community to fork/use as a baseline to further customize. We even plan to offer a repo for new community published UIs

Yes! Yes! Yes! And we hope you do!

There are a few pesky standard objects we can’t support at the moment including Tasks, Events, Contact Roles, Notes, and Attachments.

Absolutely! It’s easy. If you need your forms to be public-facing, all you need to do is put your Youreka form on a Salesforce® public site.

After that, you can make that URL available anywhere you choose, allowing anyone to be able to fill out your forms. And yes, all of the data immediately maps back to records in Salesforce®.

You better believe it! Since we’re native to Salesforce®, you can use standard Salesforce®reports and dashboards on the Youreka Answer Object and track common responses to questions, changes to responses over time, or any other sort of analysis you’re interested in –Youreka!

Absolutely! The Youreka Mobile App for iOS and Android allows you to take your forms with you wherever you go. If you lose connectivity, you can still access Youreka forms from your mobile device to create new forms and collect data offline. When you reconnect to the internet, just sync your data back to your Salesforce® instance!

Heck no! Youreka is 100% declarative, no need to code. It’s all drag and drop. Power to the Admin!

 
Because Youreka is natively built on the Force.com platform, we respect the security settings that your organization has in place in your Salesforce® instance, including field-level security, sharing settings, profile permissions, etc.
Youreka requires features that are NOT available in Professional Edition. Unfortunately, this prohibits us from being able to run in Professional Editions of Salesforce®.
Native Salesforce® applications, like Youreka, reside entirely within the confines of your Salesforce® instance. Unlike non-native applications, all the data captured in Youreka is stored directly in Salesforce®, meaning you can continue to leverage all the same Salesforce® capabilities that you’re used to including building reports and dashboards or creating workflow rules. You can also rely on the same Salesforce® security and access settings you have established in your organization. No need to worry about data loss or integrity!

The drag-and-drop interface of the application makes it easy for anyone to build form templates! But if you find yourself stuck, we have a support team ready to answer any questions you have.

Have you heard about our Quick Start Implementation? We’ll get you up and running and build out your first template for you. Learn more about our Quick Start Implementation on our Plans & Pricing Page.