Last Updated
Overview
Youreka is a Salesforce native platform for field inspections and guided procedures, with mobile forms that work offline. However some users report a learning curve. Strong Salesforce integration and flexible templates still help teams standardize checklists and capture consistent data across sites.
Overall Rating
Based on 6 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Youreka Specifications
- Work Order Management
- Scheduling And Dispatching
- Mobile Access
- Customer Management
What Is Youreka?
Youreka is a Salesforce native application for building smart mobile forms and guided procedures for field service teams. It enables structured data capture offline, enforces step-by-step workflows, and syncs submissions to Salesforce. Features include a drag and drop template builder with conditional logic and a mobile app for iOS and Android, helping organizations standardize inspections and reduce rework.
Youreka Pricing
The vendor offers multiple Youreka price plans to suit different roles and usage needs, with additional add-on licenses.
- Template Builder License: $120/user/month
- Template AI Agent License: $270/user/month
- Desktop License (Employees): $20/user/month
- Mobile License (Employees): $40/user/month
- Desktop Community License (Partners): $10/user/month
- Mobile Community License (Partners): $20/user/month
Disclaimer: The pricing is subject to change.
Youreka Integrations
The Youreka software supports integration with Salesforce and Salesforce Field Service (SFS Mobile).
Who Is Youreka For?
Youreka is ideal for a wide range of industries and sectors, including:
- Utilities
- Manufacturing
- Healthcare
- Life sciences
- Energy
Is Youreka Right For You?
For Salesforce centered field operations, Youreka fits teams that need offline inspections, guided steps, and reliable sync to CRM. Templates standardize procedures while Youreka Fuse embeds forms in Field Service for fewer app switches. Teams can prefill records, capture photos offline, and keep audit trails in one system. Although rollout may require planning, the payoff is consistent procedures and fewer missed steps across sites.
Still doubtful if Youreka is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Youreka Features
Smart Form Template Builder
Create inspection, audit, and checklist templates with a drag and drop designer inside Salesforce. Conditional logic shows only relevant questions, and fields can prefill from CRM data. Centralized version control keeps forms consistent across teams, reducing errors and rework while making it quicker to roll out updated procedures.
Offline Mobile Data Capture
Complete forms, attach photos, and record notes on iOS and Android without connectivity, then sync when a signal returns. Offline reliability keeps technicians productive at remote sites, preserves timestamps and context, and prevents inspection gaps caused by poor reception in plants, warehouses, basements, or outdoor locations.
Guided Procedures And Conditional Logic
Guide staff step by step using required checks, branching, and validation rules aligned to your procedure. By surfacing only relevant steps based on answers, teams avoid missed tasks and achieve consistent outcomes. This approach shortens onboarding, narrows skill gaps, and reduces follow-up site visits for corrections.
Salesforce Native Data Sync And Embedding
Because data is stored in Salesforce, submissions write to standard or custom objects for reporting without exports. Deep links and Youreka Fuse embed forms inside Field Service to streamline work. These Youreka features keep information in one system, improving audit trails and accelerating analysis across teams and locations.
Photo Capture And Attachments
Add photos and file attachments to form responses to document issues and completed work. Capture visual evidence even offline, then sync with records to centralize context. Linked media helps reviewers validate findings, supports audit readiness, and reduces back and forth when clarifying site conditions with stakeholders.
Pros And Cons of Youreka
Pros
Seamless Salesforce integration and data sync
Flexible drag and drop template builder
Reliable offline mobile data capture capability
Cons
Noticeable learning curve for complex configurations
Initial template setup can be time consuming
Youreka Reviews
Total 6 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 1-10 employees
“Mobile-friendly platform”
Pros
Love that I can access everything from my phone when I'm out in the field.
Cons
While the features are extensive and tailored to our needs, there's definitely a steep learning curve that takes some time to overcome.
Rating Distribution
Ease of use
7
Value for money
9
Customer Support
9
Functionality
9
Small Business, 11-50 employees
“Simple interface”
Pros
The interface is really simple for our team and it does a great job keeping everything organized for us.
Cons
Haven't come across any problems with it so far
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Mid Market, 51-100 employees
“User-friendly”
Pros
It's user-friendly whether you're managing things as an admin or just using it day-to-day. Building forms is simple and there are plenty of templates to choose from. I really appreciate how the different license tiers help control who can access what and manage templates effectively.
Cons
Can't write data back to Salesforce which was our main reason for buying this in the first place.
Rating Distribution
Ease of use
7
Value for money
8
Customer Support
8
Functionality
7
Frequently Asked Questions
What other apps does Youreka integrate with?
It integrates with Salesforce and the Salesforce Field Service mobile app.
What level of support does Youreka offer?
Support is available via knowledge base, phone, and email, with a customer success portal for case management.
What language does Youreka support?
The mobile app is available in English, Spanish, French, and German.
What types of pricing plans does Youreka offer?
The pricing for Youreka starts at $10/user/month for the Desktop Community License (Partners). For a custom Youreka cost, contact us.
Does Youreka offer an API?
API availability is not specified by the vendor.
Who are the typical users of Youreka?
Users are from industries such as utilities, manufacturing, healthcare, life sciences, and energy.
Does Youreka have a mobile app?
Yes. Youreka has mobile apps for iOS and Android with offline capability.