Salesforce Mobile in Higher Ed
February 01, 2019

Salesforce Mobile in Higher Ed

Nathan Baker | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Mobile (formerly Salesforce1 Mobile App)

Salesforce Mobile is the mobile app to access Salesforce.com resources for our institution. It is primarily used for positions that require on-the-go communication or interaction with constituents. The ability to run reports on demand is helpful for emergency situations in which administrators are unable to access a desktop or laptop computer. It provides easy access to data but it is not necessarily a functional necessity of current users.

Pros

  • Easy access to Salesforce data.
  • Intuitive layout and UI aligns with the Salesforce Lightning experience.
  • Permissions and access settings are identical to Salesforce.com infrastructure.

Cons

  • Load time is slow for many page layouts.
  • Reports and dashboards are not easy for quick editing or filtering unless they have been configured specifically for the mobile app.
  • Best implementation requires significant investment with existing Salesforce.com components to make them mobile friendly.
  • Quick access to information improves turn-around time with emergency situations.
  • On-demand mobile experience makes job requirements easier to fulfill when employees are to be accessible after-hours.
  • Customer engagement opportunity increases with mobile experience for primary internal users.
GetFeedback, LiveChat, Jitterbit
Salesforce Mobile is useful for on-the-go jobs requiring access to information - particularly contact info, quick details about a constituent, or reference reports about sales or activity. Salesforce Mobile is not best for customizing reports, editing data, or creating new records. The usability and functionality of the app align with Salesforce.com, but the load times and requirements for back-end customization make on-demand changes difficult.

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