Salesforce use case

Make Salesforce Workflows Usable On Mobile

Field, sales, and service teams need Salesforce on phones, but desktop-first screens make mobile work slow and error-prone.

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Salesforce mobile workflow automation Switzerland
Swiss SME workflow
Workshop-ready
Human approval by design
Before AI

How it looks today

  • Mobile users postpone updates until they are back at a laptop.
  • Notes are captured in WhatsApp, email, or paper.
  • Photos, signatures, and handovers are handled outside the CRM.
  • Data quality drops because the interface fights the task.
What AI can do

The first useful pass

  • Draft mobile-first flows and forms.
  • Generate concise page layouts for specific field tasks.
  • Create checklists, summaries, and next-best-action screens.
  • Test language and steps against real user scenarios.
Humans approve

What stays in human hands

  • Mobile security policy.
  • Offline assumptions.
  • Customer-facing or regulated data capture.
Tools involved

The stack we usually meet

  • Salesforce Mobile
  • Experience Cloud
  • Flows
  • LWC
  • Claude Code
  • Codex

Workshop exercise

Build mobile Salesforce workflows

Choose one field workflow and redesign it for phone use, including required data, photos, approvals, and follow-up actions.

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Expected outcome

A mobile Salesforce pattern that helps teams update the CRM while the work is still fresh.

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