Salesforce Mobile Reviews & Insights

Score8.7 out of 10

84 Reviews and Ratings

Community insights

TrustRadius Insights for Salesforce Mobile are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Customized Messaging: Users have appreciated the ability to create personalized messages and receive faster real-time responses, enhancing their communication efficiency. This feature allows users to tailor their interactions with clients and prospects, leading to more meaningful conversations and increased engagement.

Lead Management: Reviewers find the feature of saving messages for follow-ups and controlling leads valuable, helping them stay organized and prioritize effectively. By efficiently managing leads within the app, users can track progress, set reminders for follow-up actions, and ultimately improve their conversion rates.

Task Management: The app is praised for its task management capabilities, call logging features, and information gathering functionalities by users who value its effectiveness in managing daily activities. With intuitive task tracking tools and seamless information retrieval options, users can streamline their workflow, stay on top of important tasks, and enhance overall productivity levels.

Salesforce Mobile Reviews

30 Reviews

Field Service made easy with Salesforce Mobile

Rating: 7 out of 10

Incentivized

May 14, 2026

Use Cases and Deployment Scope

We have used the Salesforce Mobile app for Field Service, where almost 5000 freelancers of ours use it to manage their schedules and submit their time cards after they finish their work producing the sports events. The app also houses their HR documentation and connects with our Workday platform. The time cards are integrated into our Payroll system for processing at the end of the week.

Pros

SSO
Mobile Publisher Feature.
Easy updates.
Geo location tracking.
Time keeping.

Cons

AI capabilities.
UI
User experience.

Likelihood to Recommend

It is well-suited for use cases where you already use Salesforce as a CRM, as it works hand in hand. Also, it can connect to Slack and supports Mulesoft integrations, making it an all-in-one ecosystem. For use cases like ours, where field service reps need an app to add work notes or enter their absences, etc., the app works great.

Ashok Volati

Sr Manager, Technology in Product Management at Fox (10,001+ employees)

Vetted Review

6 years of experience

Verified on LinkedIn

Salesforce Mobile Mapping tool is a must for field sellers.

Rating: 9 out of 10

Incentivized

May 7, 2026

Use Cases and Deployment Scope

At Paycor, I use Salesforce Mobile to bridge the gap between my field sales activities and the data I input weekly. It serves as my primary interface when I'm in the field, ensuring that "the office" is wherever we happen to be meeting a client. The integrated mapping feature also helps me manage the route I take to meet with prospects.

Pros

Clicking an address deep-links directly into Google Maps, eliminating the need to copy-paste data between apps while driving.
The app handles technical payroll jargon surprisingly well. I can dictate a meeting summary while walking back to my car, and it saves as a formatted note.
Log calls and emails immediately after they happen.

Cons

I do have to periodically log back into the mapping feature to get back to where I was, rather than just keeping it running.
The mapping feature his an issue with deleting stops.
Accessing reports from the mobile device aren't as mobile friendly as I would like.

Likelihood to Recommend

I use the mobile mapping feature weekly. It really helps me schedule my week so I can be as efficient as possible, saving me time and energy when I get back from prospecting, so I can focus on strong leads.

Verified User

Professional in Sales (501-1000 employees)

Vetted Review

3 years of experience

Salesforce Mobile - CRM On The Go

Rating: 9 out of 10

Incentivized

May 7, 2026

Use Cases and Deployment Scope

The Salesforce Mobile app is being used in my organization for it sales cloud app which helps sales folks to work on lead, contacts, opportunities and accounts and update their record on the go from the mobile app. As we have implemented Einstein Activity Capture it helps to get important updates from the activities happening on the lead by other sales team members. For the Resource who work on consulting firms we make them fill their timesheet from the app which makes us easier for the PM's to approve their timecards and also it further helps the finance team in doing the billing and invoicing. I as a developer is the core responsible for setting up, updating, using, testing the mobile app.

Pros

For the Project Resource who work on consulting projects we make them fill their timecards and having it on the app is a plus point as they dont need their laptop.
The Sales cloud app which helps sales folks to work on lead, contacts, opportunities and accounts and update their record on the go from the mobile app
As we have implemented Einstein Activity Capture it helps to get important updates from the activities happening on the lead by other sales team members

Cons

More components support for mobile app, as a developer we cant use all the native feature as many are available for desktop only
After the SLDS 2.0 we can also get those UI updates for Salesforce App for modern design
Make the Offline CRM functionality more smooth as sometimes the app does not retain the details for the leads I am working on

Likelihood to Recommend

Salesforce Mobile is best for on the go CRM usage as this wont give you the whole Desktop functionality but it will help you in case of emergency or doing simple tasks which you might forget while meeting a lead in a in person meeting or if a resource is on holiday and he forgot to submit his timecards then he can do it otherwise it might hamper the business billings.

Gautam Sah

Associate Salesforce Consultant in Information Technology at Horizontal Digital (501-1000 employees)

Vetted Review

2 years of experience

Salesforce - Why your business will love the planning and mapping opportunities

Rating: 10 out of 10

Incentivized

May 6, 2026

Use Cases and Deployment Scope

I use Salesforce Mobile to record my customer contacts, Accounts, calls on customers and opportunities. I can map out yearly revenue opportunities to help me focus on what is important each year. The business problems the product addresses is identifying and focusing on the important opportunities for the organisation. Planning of resources and time. Ease of use for sales teams in the field, CRM to keep abreast of all opportunities, enable all in the organisation to review opportunities and record interactions and updates with accounts and contacts. Map out business plans and address future revenue opportunities each year.

Pros

Opportunities by value and year
Record accounts and contacts so that they are easily accessible by anyone in the organisation
Record assets by account
Reminders to update opportunities so that they remain a focus

Cons

Setting up an individuals list of opportunities for their territory. Could be made easier
Entering data by an easier app which doesn’t necessarily require every box to be filled.
Search function of an opportunity more accuracy just with a couple of words could be more reliable

Likelihood to Recommend

Easy to use in the field for recording my interactions with customers.

When setting up my 3 month plan, I can easily review opportunities all listed in one place. Helps me focus on opportunities that are likely to land in the near future.
If my manager wants a list of opportunities I have it at hand
Territory planning for the year is at my fingertips
When contacting customers for an appointment has all the contact details and addresses.

Verified User

Employee in Sales (1001-5000 employees)

Vetted Review

16 years of experience

Pretty good software overall!

Rating: 7 out of 10

Incentivized

December 29, 2023

Use Cases and Deployment Scope

Salesforce Mobile is pretty unique and such a convenient tool to use. It's great to be able to send a text to also communicate with the applicant instead of always calling. Such a valuable tool to use. It has been very useful to help contact older prospects or applicants in the system. I think it's a useful tool and I think more companies should also adapt to this as well.

Pros

Being able to customize your message
Faster response in real time
Saving message to use for a great follow up
Controlling your leads

Cons

It's very glitchy-- some of the canned messages won't work for no reason
Some links don't work all the time
It could be easier to navigate from one report to another

Likelihood to Recommend

Salesforce Mobile is very efficient and makes sense to use. Sometimes the reports, when you click in, doesn't open in a mobile view so you can see everything on one page. It helps when you need to search names, but it is not always user-friendly and would glitch. Saved messages are important, but as stated before sometimes the messages and links provided don't work.

Emoni Smith

Admissions Counselor in Sales at 2U (1001-5000 employees)

Vetted Review

1 year of experience

Hopes of mobile access to Salesforce, crashed and burned

Rating: 5 out of 10

Incentivized

June 30, 2021

Use Cases and Deployment Scope

We use it across the organization. It is used as a supplement to Salesforce Lightning.

Pros

Searching
Tasks
Call logging
Information gathering

Cons

It's pretty complex to use and not very straightforward as to where everything is and how to access.
Search function needs to be enhanced. Finding accounts in the desktop version is simple and accurate. With mobile, not so much.
It should be more customizable to enhance features frequently used.

Likelihood to Recommend

[In my experience,] it is only useful to search for addresses or contact information when out ot the office. I wish it had the functionality of desktop Salesforce.

Bob Hines

Director Of Licensing in Sales at Global Music Rights (51-200 employees)

Vetted Review

6 years of experience

View profile

Salesforce Mobile has been a great tool!

Rating: 10 out of 10

Incentivized

June 24, 2021

Use Cases and Deployment Scope

Salesforce is used to track students and store their information for our Admissions Counselors. It makes it possible for the Admission counselor to keep up with different documents that students upload to apply.

Pros

Store student information
Keeps track of students

Cons

Report Editing
Links

Likelihood to Recommend

It is well suited the most for our company because when speaking with new students, we can log their information into the app. Being able to use it for the mobile app as well has been a gamechanger as well.

Earl Minney

Admissions Counselor in Sales at 2u (1001-5000 employees)

Vetted Review

3 years of experience

At any time, from any place

Rating: 9 out of 10

Incentivized

June 18, 2021

Use Cases and Deployment Scope

The reason we use Salesforce Mobile [(formerly Salesforce1 Mobile App)] is to be connected with the organization at all times, no matter where we are. From approving opportunity requests, to validate the information that is displayed in our client's profiles, the mobile app is really useful and it allows us to make changes without having the need of bringing the laptop with you. Being a sales manager I really take advantage of it because I am constantly visiting restaurants.

Pros

Clear and same information as of the desk platform
Fast and reliable
Easy to use

Cons

Interface
Design
Functionality

Likelihood to Recommend

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop.

However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole

Nicolas Rama

Sales Manager in Sales at Uber (5001-10,000 employees)

Vetted Review

1 year of experience

Leader In The Field.

Rating: 9 out of 10

Incentivized

June 16, 2021

Use Cases and Deployment Scope

All conversations and communication with overseas sales representatives and clients are logged and tracked using Salesforce Mobile. The ability to access our company's Salesforce from remote location challenge that Salesforce Mobile solves. In society today, the greatest approach to engage with clients is through Salesforce Mobile (formerly Salesforce1 Mobile App).

Pros

The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.

Cons

It just take a minor bit of training.
Although the app is expensive, the functionality it provides solves this problem.
If you have a low or medium-speed internet, the platform likewise incredibly poor.

Likelihood to Recommend

We can be on the go and yet have access to information, contacts, and apps using Salesforce Mobile. We may then develop meaningful insight based on the data and push behaviors to additional clients by forecasting forward and tacking notes on prospects, clients, and so on. In addition, the mobile component makes it easy to update in real-time when on the road. For Business owners and team leaders, the salesforce mobile application is an extremely helpful tool.

Verified User

Representative in Sales (1001-5000 employees)

Vetted Review

1 year of experience

Great for Marketing teams to keep up with the Sales Dashboards

Rating: 9 out of 10

Incentivized

June 4, 2021

Use Cases and Deployment Scope

Salesforce Mobile is great to check dashboards on the go. From the Marketing perspective, I check reports and dashboards to see MQLs and SQL moving along. I also can quickly check if opportunities are correctly attributed to the lead source.

Pros

Dashboards
Reports
DocuSign Integration

Cons

Fingerprint Login
Search Filters

Likelihood to Recommend

It's great to check activity on the go. It's also great for team members who need to sign agreements with the electronic signature integration apps. I only use it to check things but not to actively work in the app. This is due to the high complexity of Salesforce. However, screenshots or links are shared easily with the team via Slack.

Verified User

Manager in Marketing (51-200 employees)

Vetted Review

2 years of experience