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Youreka

Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce

By Youreka Labs, Inc.Admin & Developer Tools

Rating
4.7
Reviews
61
Pricing
Paid
From $20 per user per month
Listed since
2016

About Youreka

Smart, Native Forms for Field Teams. Collect Data Offline.

Replace paper forms, PDFs, spreadsheets, and legacy mobile apps with AI-powered field service workflows built 100% natively on Salesforce. Create dynamic forms, inspections, assessments, and checklists that connect frontline data directly to Salesforce and Agentforce. Give AI trusted, structured data to automate service, deliver intelligent recommendations, and improve customer experiences.

✓ Drag-and-Drop Templates – Build forms in minutes with 20+ question types. ✓ Template AI Agent – Generate forms instantly from prompts or PDFs. ✓ Conditional Logic – Show or hide questions based on responses. ✓ AI Photo Intelligence – Verify photos with AI for compliance. ✓ Native Salesforce – Update Salesforce records and assets. ✓ AI Recommendations – Deliver next-best actions with Agentforce. ✓ True Offline Mobile – Work anywhere on iOS and Android. ✓ Salesforce Analytics – Power reports, dashboards, Flow, and Agentforce.

Highlights

  • Manufacturing - Complete inspections, checklists, audits and forms, online & offline, that help field technicians deliver service excellence for: • Maintenance checks • Installations • Break-fix scenarios • Safety audits
  • Oil & Gas, Energy and Utilities - Conduct HSE and JSA forms, verification checklists, maintain compliance, online & offline, that help field technicians deliver service excellence using: • Verification forms • Job Safety forms • Environment forms
  • Healthcare Life Science - Online & offline, making on-site visits easy with mobile member check in, guided assessments & care recommendations in a single interaction with: • Dynamic health assessments • Intelligent diagnoses • Care plan integration

Screenshots and videos

Youreka for Salesforce | Field Service Mobile Forms & Guided Procedures

Pricing

Paid, from $20 per user per month.

Youreka plans
PlanPriceBilled
Default Plan$20 per userMonthly

Click "Get It Now" to receive a 30-day full feature free trial with all of Youreka's premium features. For more information on our various pricing options, visit our website at https://youreka.io/pricing/.

The publisher offers discounts.

Compatibility

Works with
  • Service Cloud
  • Platform Cloud
  • Experience Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on June 2, 2026
Industries
  • Energy
  • Healthcare & Life Sciences
  • Manufacturing
Languages
  • English

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