Audience
Businesses searching for a powerful Forms Automation solution
About Youreka
Is your team using paper, PDFs, or spreadsheets in the field? Move your Forms, Surveys, and Checklists to Salesforce with Youreka. Seamlessly connect frontline data to your AI engine, enabling real-time insights, automation, and next-gen customer experiences. Youreka ensures that the foundational data, the lifeblood of Agentforce, is captured accurately, efficiently, and at scale.
✓ Drag-and-Drop Templates – Build forms in minutes with 20+ question types, including barcode scanners.
✓ Template AI Agent – Instantly create templates from AI prompts or PDFs, streamlining form creation.
✓ Conditional Logic – Build guided forms that show or hide questions based on responses.
✓ Photos – Prompt teams to capture specific photos and leverage AI to confirm compliance or suggest next steps.
✓ Field Mapping – Connect form fields to Salesforce with a click. Update records and related lists seamlessly.
✓ A True Offline Solution – Full functionality offline on iOS and Android—no compromises.
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Power your complex business processes with Workflow Automation. You can set up conditional logic rules to automate and document approvals, signatures, payments, and other repetitive tasks requiring user input in your workflow. With email notifications and automatically assigned Workflow Tasks, you can bring the right people in at the right time.
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Alpha TransForm
The Alpha TransForm no-code app builder lets anyone create cross-platform mobile apps. The software offers unmatched speed, power, and flexibility in the no-code segment, and doesn’t require programming knowledge.
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Whether you’re looking to collect more accurate data or streamline workflows, Alpha TransForm lets you design, build, and deploy mobile apps with ease:
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Alpha Anywhere
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FastField Forms
FastField offers a flexible and easy-to-use solution to transform your paper forms into dynamic mobile forms to save time and money – with no technical experience required.
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Pricing
Starting Price:
$20/month
Pricing Details:
For non-profit and volume pricing, please reach out to us. For more information on our various pricing options, visit our website.
Free Trial:
Free Trial available.
Integrations
Company Information
Youreka
Founded: 2008
United States
www.youreka.io
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
iPhone
Training
Documentation
Webinars
Videos
Support
Phone Support
Online
Youreka Frequently Asked Questions
Youreka Product Features
Forms Automation
Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control