Best Practice Solution Set

Built for the Field: How Mobile-First Salesforce Design Drives Adoption

In a mobile world, your CRM has to work where your users work — on their phones.

For one national sales team, that wasn’t just a nice-to-have. It was a hard requirement. Their account managers and district sales teams didn’t touch desktops. Phones and iPads were their office, their toolbox, and their only way to interact with Salesforce.

So we designed an experience built entirely for them.

The Challenge: Salesforce Needed to Work Like a Mobile App

Traditional Salesforce orgs assume users are sitting at a desk. This team wasn’t.

We needed to:

  • Minimize clicks (3 clicks max, non-negotiable).
  • Surface key data without hunting for it.
  • Create a homepage that told users exactly what to do next.
  • Connect Salesforce to their eCommerce platform for real-time inventory, quotes, and orders.
  • Make maps, calendars, and reporting usable on mobile.

What We Built: Simple, Smart, Mobile-First Salesforce

This wasn’t about flashy features. It was about making Salesforce work in the real world.

A Homepage Built for Action
Big buttons. Clear choices. No guesswork. Users wanted to know:

  • Who should I follow up with?
  • Where should I go?
  • How am I doing?

Real-Time Data Where It Matters
Users can now search inventory, see order history, access quotes, and check proof of deliveries — right from their phones. No extra systems. No copy-paste.

Maps That Work
Maps Lite didn’t quite cut it, so we implemented full Salesforce Maps licenses in under 48 hours based on field feedback. Now users can see nearby customers and projects without leaving the app.

Practical Mobile Best Practices

Every Salesforce org with mobile users should keep this list handy:

Tip

  • Simplify the Homepage

  • Surface Key Fields

  • Avoid Tabs on Mobile

  • Use Dynamic Pages & Actions

  • Test Flows on All Devices

  • Implement a Mobile Calendar

Why It Works

  • Fast answers drive adoption.

  • Users shouldn’t hunt for data

  • Extra clicks kill momentum.

  • Show only what matters

  • Mobile isn’t just desktop on a small screen.

  • Visibility drives action.

The Results

This wasn’t just a technical win. It was a user adoption win.

  • 76% of sales reps rated the mobile app 5/5 at their national sales meeting.
  • The new mobile experience was featured in the company’s keynote.
  • Users were engaged early — and stayed engaged because the app worked the way they needed it to.

Why It Matters

Mobile-first design isn’t just for road warriors. It’s for any team that uses Salesforce outside the office. Simple, intuitive tools drive adoption. And adoption drives results.

Ready to make Salesforce work better for your mobile users?

Let’s talk.

Transformation starts here