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Creating a New Youreka Form Template

This robust mobile form builder can power the most complex forms using operational intelligence, conditional logic, and AI all using a drag and drop template builder. No coding or app dev required. Watch this quick demo to learn how easy it is to get started with Youreka and begin digitizing your field data capture.

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Field & Mobile Operation Solutions

Using Youreka for a Sales Team Guided Process

Salesforce-Native Smart Forms for your Mobile Workforce

Forms for Salesforce Public Sites - Customer Satisfaction Surveys

How to Set Up Smart Form Templates in 10 Minutes

Part 1/7

Creating a New Youreka Form Template

Part 2/7

Getting Started with Conditional Display Logic

Part 3/7

Linking to Salesforce Records
(Updating a single record from a Form)

Part 4/7

Linking to Salesforce Records
(Updating Related Lists from a Form)​

Part 5/7

Displaying images and free text within a Form

Part 6/7

Administration of Youreka Easy with Managed Templates

Part 7 - A

Publishing Templates for Users

Part 7 - B

Published Forms are Synced Immediately

Youreka Solutions for Heathcare ​

Field Service Lighting and Home Health Assessment Demo​

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Discover how to conduct complex Home Health Assessments on the Salesforce Platform using both Field Service Lighting and Youreka, a Salesforce native app.

Learn how Synaptic AP can help you have oversight into your PRM.

Referral Management: Built on Salesforce Health Cloud

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Struggling to understand your Provider Referral Program analytics? With Synaptic AP’s Provider Referral Management, you'll gain a 360⁰ view of your program.

Energy Solutions

Create, Complete, Sync Forms in the Field On or Offline​

Youreka

Digital Field Ticketing Demo

Part 1/5

Preparing and Organizing Scheduled Field Audits in 5 Minutes

Part 2/5

Access Data and Complete Complex HSE Audits in the Field

Part 3/5

Syncing Data back to Salesforce from the Field Without Data Loss

Part 4/5

Making Field Data Capture Actionable with Youreka Discoveries

Part 5/5

Start and Complete On the Fly Inspections and Audits in the Field

Youreka Solutions for Retail & Consumer Goods

Robust Retail Execution & Data Capture Mobile App

Discover how to conduct complex Home Health Assessments on the Salesforce Platform using both Field Service Lighting and Youreka, a Salesforce native app.

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Youreka Solutions for Retail & Consumer Goods

Create, Update, Sync In-Store forms on and offline

Part 1 - 8

In-Store Audit Demo Overview

Part 2 - 8

Account Review directly from Mobile App to Salesforce Record

Part 3 - 8

Immediate Guided Sales Process Automation

Part 4 - 8

Promotional Display Compliance & Additional Opportunity Audits

Part 5 - 8

InStore Audits Sync to Salesforce Objects & Build Related Lists

Part 6 - 8

Click Configuration to Mobile App Templates Drag and Drop Builder

Part 7 - 8

Create New or Revise Templates in the field either on or offline

Part 8 - 8

Real-Time Reporting and Analytics from Store to Salesforce Dashboard

Youreka Solutions for Customer Satisfaction Surveys

Part 1 - 5

Designing Forms for Salesforce Public Sites

Part 2 - 5

Sending Public Site Forms using Email Templates

Part 3 - 5

Customer Form Data is Updated on Contact Record

Part 4 - 5

Insights & Automation with Youreka Discoveries

Part 5 - 5

Aggregate Customer Satisfaction Data for Reporting

Youreka Full Demos

Youreka for Field and Mobile Personnel

Getting Started with the Form Template Builder

Youreka Solutions for Energy

Field Health and Safety Inspection/Audit Demo

Youreka Solutions for Retail & Consumer Goods

In-Store Merchandising Audit Demo

Youreka Mobile Smart Forms

Forms for Salesforce Public Sites – Customer Satisfaction Surveys

What Our Customers Are Saying

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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.