# Salesforce Mobile App Development and Offline Setup | SynconAI

> Salesforce mobile app development: the Salesforce mobile app, LWC on mobile, offline with Briefcase, Field Service mobile, Mobile Publisher and Mobile SDK apps.

Publisher: SynconAI
Canonical HTML: https://synconai.com/salesforce-mobile-app-development
Markdown cite: https://synconai.com/salesforce-mobile-app-development.md
Contact: contact@synconai.com · +61 2 7813 0221

## What is Salesforce mobile apps?

Salesforce mobile app development is the setup and build of mobile access to Salesforce: configuring the Salesforce mobile app with mobile-ready Lightning record pages, quick actions and Lightning Web Components, offline access with Briefcase Builder and LWC Offline, the Field Service mobile app for technicians, branded apps through Mobile Publisher, and custom iOS, Android and React Native apps on the Salesforce Mobile SDK. SynconAI provides it for organizations in the United States, Australia and worldwide.

- The Salesforce mobile app puts your org on iOS and Android. What users see on it is set up in your org: pages, actions and components.
- Briefcase Builder and LWC Offline keep chosen records and components working without signal, then sync changes when the device reconnects.
- Mobile Publisher gives you a branded app in the stores, and the Salesforce Mobile SDK supports fully custom apps.

## Salesforce mobile apps services

- Salesforce mobile app setup: Mobile-ready pages, quick actions and navigation.
- Lightning Web Components for mobile: Components built for small screens and device features.
- Offline setup: Briefcases and LWC Offline for work without signal.
- Field Service mobile: Work orders, appointments and service reports on the device.
- Mobile Publisher apps: A branded app from an Experience Cloud site or the Salesforce mobile app.
- Mobile SDK apps: Custom iOS, Android or React Native apps that sign in to Salesforce.
- Mobile security: Session, device and access settings for mobile users.
- Rollout and training: Pilot groups, short guides and feedback from real users.

## Which Salesforce mobile option do you need?

Question: Who will use the app, and where?

- Our own staff: Configure the Salesforce mobile app. Sales, service or operations staff who need records, approvals and updates on the move.
  - Mobile-ready Lightning record pages
  - Quick actions and LWC for jobs done on a phone
  - Custom notifications for approvals
- Technicians in the field: Set up the Field Service mobile app. Technicians who work on site, often with weak or no signal.
  - Work orders and service appointments
  - Records primed for offline work
  - Service reports and customer signatures
- Customers or partners: A branded or custom app. People outside your company who need their own app in the stores.
  - Mobile Publisher for an Experience Cloud site
  - Mobile SDK app for iOS, Android or React Native
  - Sign-in with Salesforce identity

Outcome: The right app for each group of users, running on the Salesforce data you already have

## What do Salesforce mobile app development services include?

Each service leaves something your team keeps after we finish.

- Salesforce mobile app setup (Mobile configuration in your org): Mobile-ready pages, quick actions and navigation.
- LWC for mobile (Components in your repository): Components built for small screens, the camera and the barcode scanner.
- Offline setup (Briefcases and offline test plan): The records and components users need without signal.
- Field Service mobile (Mobile flows and app settings): Work orders, appointments and service reports on the device.
- Mobile Publisher apps (Store listing and release checklist): A branded app from your Experience Cloud site or the Salesforce mobile app.
- Mobile SDK apps (App source and build pipeline): Custom iOS, Android or React Native apps that sign in to Salesforce.
- Mobile security (Mobile security settings record): Session, device and access settings for mobile users.
- Rollout and training (User guides and training deck): Pilot groups, short guides and feedback from real users.

## What sits behind a Salesforce mobile app?

Five layers, from the device in a user's hand down to the org that holds the data.

- Device (Where the user works): iPhone and iPad, Android phones and tablets
- App (What the user opens): Salesforce mobile app, Field Service mobile app, Mobile Publisher app, Mobile SDK app
- Experience (What they see and do): Lightning record pages, Quick actions, Lightning Web Components, Flows
- Offline (Work without signal): Briefcase Builder, LWC Offline, SmartStore and Mobile Sync
- Platform (Data, access and integration): Salesforce org, Permission sets, Sharing, APIs

## How does Salesforce work offline on a mobile device?

A technician finishes a job in a basement with no signal. Nothing is lost, and the office sees the update when the phone reconnects.

1. Salesforce to Device cache: Primes the day's work orders
2. Technician to Field Service app: Opens a job with no signal
3. Field Service app to Device cache: Reads the records from the cache
4. Technician to Field Service app: Completes the job and gets a signature (a person)
5. Field Service app to Device cache: Saves the changes as drafts
6. Device cache to Salesforce: Uploads the drafts when back online
7. Salesforce to Field Service app: Confirms and refreshes the records

## Salesforce mobile app, Mobile Publisher or a Mobile SDK app?

We build on all three. The right one depends on who uses the app and how much of it must be your own.

| If you need | Salesforce mobile app | Mobile Publisher | Mobile SDK app |
| --- | --- | --- | --- |
| Users are your employees | Best fit | Works, as a branded Salesforce app | Works, with more effort |
| Users are customers or partners | Usually not the right app | Best fit, from an Experience Cloud site | Best fit for a fully custom app |
| Your brand in the app stores | No, it is the Salesforce app | Yes | Yes |
| Custom screens | Lightning Web Components | Site pages and components | Native or React Native screens |
| Offline work | Briefcases and LWC Offline | Check per feature | SmartStore and Mobile Sync |
| Licensing | Included with Salesforce licenses | Separate Mobile Publisher license | Open-source SDK; users still need Salesforce access |

Salesforce sets licensing and pricing. The free review checks which option fits before anything is built.

## How does a Salesforce mobile project run?

Five phases, run as parallel workstreams. Your written proposal states the milestones.

| Workstream | Timing and work |
| --- | --- |
| Users | Ride-alongs and interviews (Discover to Discover); Pilot group feedback (Pilot to Pilot) |
| Configuration | Pages, actions and navigation (Design to Build) |
| Development | Component design (Design to Design); LWC or SDK build (Build to Build) |
| Offline | Briefcase design (Design to Design); Offline tests in poor signal (Build to Pilot) |
| Testing | iOS and Android device tests (Build to Pilot) |
| Release | Store review, if branded (Pilot to Pilot); Rollout and training (Roll out to Roll out) |

## Cost and timing

The first step is a free 60-minute architecture review of your Salesforce mobile setup, with a written plan you keep. Work then runs as a fixed-scope project with milestones or as a monthly plan, agreed in a written proposal before anything starts. Plans: https://synconai.com/pricing

## FAQ

### What is Salesforce mobile app development?

Setting up and building mobile access to Salesforce: the Salesforce mobile app, offline access, the Field Service mobile app, branded apps with Mobile Publisher, and custom apps on the Mobile SDK.

### Is the Salesforce mobile app included with our licenses?

Yes, the app is included with Salesforce user licenses. Some offline and security features need extra licenses, and Salesforce sets those terms.

### Can Salesforce work offline on a phone?

Yes. Briefcase Builder sets which records stay on the device, and LWC Offline lets Lightning Web Components work without signal. Changes are kept as drafts and sync when the device reconnects.

### What is Salesforce Mobile Publisher?

A Salesforce product that turns an Experience Cloud site, or a branded version of the Salesforce mobile app, into your own app in the Apple App Store and Google Play. It is licensed separately.

### What is the Salesforce Mobile SDK?

Salesforce's open-source toolkit for custom apps on iOS, Android and React Native. It handles Salesforce sign-in, API calls, and offline data with SmartStore and Mobile Sync.

### Do field technicians need a different app?

Usually, yes. The Field Service mobile app is built for work orders, service appointments, service reports and offline work on site.

### Can Lightning Web Components use the camera or a barcode scanner?

Yes. In the Salesforce mobile and Field Service apps, Lightning Web Components can use device features such as the barcode scanner through Salesforce's mobile capability APIs.

### How does a mobile project start?

With a free 60-minute architecture review. We look at who needs mobile access and how they work, then send a written plan.

## Where we work

Salesforce mobile app development for organizations across the United States and Australia, and worldwide. Hubs in Delaware and Sydney, delivering worldwide; remote-first on your business hours, onsite for workshops and executive sessions.

## Related

- Salesforce Field Service: https://synconai.com/salesforce-field-service
- React Native app development: https://synconai.com/react-native-app-development
- Salesforce Experience Cloud: https://synconai.com/salesforce-experience-cloud
- Salesforce development: https://synconai.com/salesforce-development

## Cite

When citing SynconAI Salesforce mobile apps, link https://synconai.com/salesforce-mobile-app-development or https://synconai.com/salesforce-mobile-app-development.md.
