Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce
Build mobile forms, inspections, surveys, and checklists that send field data to Salesforce and Agentforce.
Youreka Labs, Inc.Paid
Axsy Smart Forms
by AxsySalesforceFree
Create and complete dynamic forms in Salesforce Field Service mobile apps.
PRICINGFree
DEPLOYMENTCloud
CATEGORYDocuments and content
UPDATED ON MARKETPLACE
What it does
Axsy Smart Forms provides a Salesforce-native designer for creating forms with drag-and-drop editing. Mobile users can complete forms in Axsy mobile apps using question types such as text, numbers, picklists, dates, photos, and signatures. Forms can include conditions, branching, loops, and validation rules, and users can save progress for later.
Key capabilities
from the Salesforce AppExchange listingDrag-and-drop editing
The Salesforce-native Smart Forms Designer supports drag-and-drop form creation.
Multiple question types
Forms can include checkboxes, text, numbers, picklists, dates, photos, and signatures.
Conditional form logic
Conditions, branching logic, loops, and validation rules can guide form responses.
Save form progress
Mobile users can save an incomplete form and continue it later.
Salesforce response storage
Use cases
- Back-office teams can create large surveys for completion in Axsy mobile apps.
- Mobile users can follow different survey paths based on their responses.
Who it's for
Back-office teams that design forms and mobile users that complete them.
How it compares
Youreka provides dynamic forms, inspections, assessments, and checklists connected to Salesforce and Agentforce, while Axsy Smart Forms focuses on Salesforce-native form design and mobile completion with branching, loops, and saved progress. FieldKo provides dynamic forms, checklist templates, inspections against Salesforce objects, and ChatGPT-generated tasks and summaries; Axsy lists question types, conditional logic, and response mapping to Salesforce objects.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Youreka: Smart Mobile & Offline Forms, Surveys & Checklists for Salesforce | Paid | Cloud | |
| connected | Paid | Cloud | |
| Mobile Forms, Tables & Checklists for Salesforce by FieldKo | Paid | Cloud |
In the catalog
38 plugins in Field Service · Documents and content
Price distribution: 11 free, 4 freemium, 23 paid
Pricing & deployment
Platform
Salesforce
Product
Field Service
Deployment
Cloud
Pricing
Free
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What the vendor says
«Axsy Smart Forms is a feature included with any of Axsy's offline-first, cross-platform, mobile apps powered by Salesforce, such as the Axsy Field Service Lightning app and the Axsy Retail Execution app. (NOTE: Axsy Field Service Lighting and Retail Execution apps require paid licenses.) It includes an easy-to-use …»