Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce

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

What Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce does

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.

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