Salesforce Dictionary - Free Salesforce GlossarySalesforce Dictionary
Salesforce Architect
easy

How do you architect for mobile in Salesforce?

Mobile = field service, sales reps in customer meetings, service agents in remote locations.

Native Salesforce Mobile App:

  • Out-of-the-box for any org. No build.
  • Renders Lightning pages with Phone form factor variations.
  • Compact Layouts for highlight panels.
  • Offline limited (Briefcase feature for some objects).

Field Service Mobile App:

  • Specialised for field technicians.
  • Rich offline: download work orders, sync when online.
  • Map navigation, signature capture, photo upload.

Custom mobile apps via Mobile SDK:

  • React Native, Swift, Kotlin via Mobile SDK.
  • Authentication via OAuth Connected App.
  • Offline-first design where needed.
  • For specific use cases beyond what Salesforce Mobile offers.

Architectural decisions:

  • Use Salesforce Mobile by default — free, automatic.
  • Field Service Mobile for technicians.
  • Custom Mobile SDK for specific UX requirements.
  • Hybrid web app (Heroku-hosted) for cross-org scenarios.

Test on real devices. What works on desktop fails on mobile.

Why this answer works

Senior. The mobile-app options and "test on real devices" rule are mature.

Follow-ups to expect

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