AI TOOL PROFILE
Youreka: Salesforce-Native Field Service Forms
- Operations
- Form Builder
- Salesforce users
- Field service companies
- Operations managers
- Companies with offline data needs
Pricing
Pricing varies by license: Desktop licenses are $25/user/month and Mobile licenses are $45/user/month. Template Builder licenses are $125/user/month, with an AI-enabled version at $270/user/month. A Starter Pack is available for $10K.
At a glance
- Best for
- Salesforce users, Field service companies, Operations managers, Companies with offline data needs
- Key use cases
- Digitizing Field Inspections, Capturing Maintenance Records, Health Assessments, Regulatory Compliance
- Integrations
- Salesforce Field Service, Salesforce Health Cloud, Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Data Cloud
- Official website
- Visit youreka official website
How AI is used
Youreka is a mobile smart forms platform built natively on Salesforce. It helps businesses create and manage digital forms, surveys, checklists, and inspections for workers in the field.
The software is designed for companies with a mobile workforce, such as those in healthcare, manufacturing, and utilities, who need to collect data on-site and sync it back to their Salesforce environment. It supports the creation of guided workflows to help technicians follow complex procedures.
Buyers should note that this tool requires a Salesforce environment to operate and is not a standalone application. It is compatible with Enterprise, Unlimited, and Developer editions of Salesforce, but not with Professional or Essential editions.
Users should confirm which license type fits their role, as the platform distinguishes between licenses for building templates and those for completing them in the field.
Key Features
Offline Data Capture
Supports completing forms and creating Salesforce records without an internet connection, syncing data upon reconnection.
AI Template Agent
Designed to convert PDFs or paper forms into digital templates from prompts or images.
Automated PDF Generation
Supports the creation of branded PDF documents from completed form data using customizable triggers.
Guided Field Workflows
Uses conditional display logic and tooltips to lead technicians through procedures.
Advanced Data Collection
Supports 24 question types, photo capture with markup, eSignatures, and barcode/QR scanning.
Sketch Pad and Table Sections
Includes tools for capturing visual data and structured tabular information in the field.
Use Cases
Digitizing Field Inspections
Replacing paper checklists with digital forms for safety audits or routine equipment inspections.
Capturing Maintenance Records
Collecting technician data during on-site repairs and syncing records to Salesforce.
Health Assessments
Supporting clinicians in performing in-home patient visits and health assessments.
Regulatory Compliance
Using standardized forms to help field operations meet industry safety and legal requirements.
Integrations
- Salesforce Field Service
- Salesforce Health Cloud
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesforce Data Cloud
FAQ
Do I need Salesforce to use Youreka?
- Yes, Youreka is built on the Salesforce platform and requires a Salesforce license to operate.
Which Salesforce editions are compatible with Youreka?
- Youreka works with Enterprise, Unlimited, and Developer editions. It is not compatible with Professional or Essential editions.
Does Youreka work without internet access?
- Yes, it supports offline forms and record creation, which sync to Salesforce once the device reconnects to the internet.
What is the minimum cost to get started with Youreka?
- The minimum subscription is the Youreka Starter Pack, priced at $10K, which includes one Template Builder license, 10 Mobile licenses, and quickstart support.
Source category: Operations
Source subcategory: Form Builder
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