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Smart Forms and Assessments

Forms

Complete forms in Salesforce, send forms to your community, even post public forms to your website. Youreka allows you to build templates, capture data natively, and run reports on the data you’ve collected, all within Salesforce.

Assessments

Head into the field and take your assessments or inspection forms with you on your mobile device, working online or offline.

Smart Data Capture

Ask the right questions at the right time and change course based on the answers provided. Discover the next best step to drive your CRM workflow.

Features

Any Object

Create or edit records for any object

Branching Logic

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

Cloning

Clone your forms and templates, never start from scratch

Community Components

Add forms to your Salesforce Communities with ease

Console Ready

Complete your forms in a Salesforce Console App

Custom Styling

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

Discoveries

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

Drag & Drop Designer

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

Field Links

Form answers can update any standard or custom object records

Mobile & Offline

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

Pagination

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

Photos

Take multiple photos and attach them to your forms

Public Forms

Post forms to your website, create Leads or any type of record automatically

Question Types

With 17 types, it is easy to ask the questions at hand

Salesforce Native

A native application, found on the AppExchange

Demo/Intro Videos

Introduction to Youreka

Complete forms in Salesforce, send forms to your community, even post public forms to your website. Youreka allows you to build templates, capture data natively, and run reports on the data you’ve collected, all within Salesforce.

Youreka for Service Inspections

Youreka takes a standard home inspection and transforms it into a dynamic, actionable smart form designed to discover and mitigate hazards after an inspection automatically.

Salesforce Native BANT Template for Sales Professionals

The Knight’s Watch needs a new wall! A Youreka BANT template discovers the underlying challenges associated with this opportunity and automatically recommends next best actions.

The “F” Word

Form is too simplistic. We know it’s more than just a form to you, so Youreka can handle any variation you throw at it.

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

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Click here to download Youreka on the AppExchange

We post monthly updates to our AppExchange listing