Making the most of Salesforce with the Salesforce mobile app

Download our free Salesforce mobile strategy worksheet

Mobile-first

Before Salesforce went through their recent user experience redesign, now known as the Lightning Experience, they consulted Steve Jobs. His advice: take a mobile-first approach to design. Jobs knew that the center of computing was going to shift from the desktop computer to what we thought of at the time as the cell phone. The Salesforce team took the advice to heart and centered their redesign around the mobile experience. The Salesforce mobile app (Salesforce1), which was first launched in 2013, led the way for many of the design components that would later make up the new Lightning Experience for the desktop.

It’s all about user experience

As Salesforce developers, our first task is to put ourselves in the shoes of our customers. And our customers’ shoes are out there pounding the pavement, slogging through the mud and snow, and hammered down on the gas pedal. That means mobile design can’t be an afterthought. In fact, we should follow Salesforce’s example and build for mobile first.

Salesforce mobile strategy worksheetWorksheet: Map your Salesforce mobile strategy

To spur a mobile-first mindset, we’ve created a short worksheet to help developers and administrators alike put user experience first when building and customizing Salesforce mobile apps. The worksheet will guide you through key steps in understanding your users and thinking through the many options available to you for enhancing their mobile experience.

Prototype and test

And remember, with any development process, it is often necessary to first test the tool you’re building manually (through paper or scaled-down prototypes) before you begin to configure Salesforce’s process builder or create a trigger. Is the process logical? Is it clear when a team member will capture information or what information they will need to make a decision? Who needs access to what information? Where are the handoffs and will they need approvals?

If you pair this type of questioning and prototyping with a mobile-first focus, your decision-making will be much more likely to align with your users’ business processes and drive your organization forward in our increasingly mobile world!