Youreka Feature Guide

Thorough descriptions of each feature that Youreka offers, including videos, screenshots, and best practices

  1. Youreka Knowledge Base
  2. Youreka Feature Guide
Introduction

Get introduced to Youreka and get started.

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The Form Template Builder

Build form templates for end users to complete.

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The Youreka Mobile App

Get to know all the features available to users on the mobile app.

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Mobile App Administration

Configure the mobile app for end users.

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Form Management

Create, assign, monitor, review, collaborate and archive form records.

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Web Forms, Salesforce Communities, and Form URLs

Collect data from people outside of your organization.

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Youreka and Other Mobile Applications

Use the Youreka Mobile app alongside other mobile apps.

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Viewing Forms in Salesforce

Complete and review forms in Salesforce from a browser.

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Photo Management

Capture and review photos taken with the Youreka Mobile App.

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Youreka and Your Salesforce Data

Understand the Youreka data model and learn best practices regarding Salesforce security and permission settings.

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PDF Generation

Learn how to generate PDFs from Youreka forms.

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Discoveries & Form Insights

Use Discoveries to make form responses structured and actionable.

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Reporting & Analytics

Report on the data collected from Youreka forms.

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Add Custom Styling on Forms

Use Custom Style Sheets (CSS) to adjust the look and feel of your forms.

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Other

Upgrade Youreka, uninstall and review common error messages.

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