Mobile Strategy Patterns

Based on Real Implementation Experience: These patterns come from projects delivering mobile solutions for field teams, advisors, and case workers.

Overview

Mobile strategy for Salesforce includes:

• Using the Salesforce mobile app effectively
• Designing mobile-optimized LWCs
• Considering offline access and sync
• Aligning with MCP mobile guidance

Prerequisites

• Required Knowledge:
  • LWC basics
  • Salesforce mobile app capabilities
• Recommended Reading:
  • LWC Development Guide - Mobile LWC patterns
  • LWC Best Practices

When to Use

Use This When

• Planning mobile-first solutions
• Supporting field workers or advisors on the go
• Evaluating offline requirements

Core Concepts

Mobile-Friendly Design

• Design for small screens first
• Use responsive layouts and SLDS grid
• Minimize required input where possible

Offline Considerations

• Identify operations that must work offline
• Use mobile caching patterns where supported

Patterns and Examples

Pattern 1: Mobile-First LWC

• Prioritize content for small screens
• Use slds-show_small / slds-hide_small utilities

Pattern 2: Task-Focused Pages

• Create task-focused mobile pages for key workflows
• Avoid overloading mobile layouts with desktop content

Edge Cases and Limitations

• Not all desktop features are mobile-friendly
• Offline capabilities are limited and require careful design

Related Patterns

• LWC Patterns - Component design
• LWC Development Guide - Mobile-specific guidance

Q&A

Q: When should I build mobile-specific LWCs?

A: Build mobile-specific LWCs when the mobile workflow is significantly different from desktop, or when you need highly optimized mobile UX that can’t be achieved with simple responsive tweaks.

Q: How do I design for offline use?

A: Start by identifying which operations must work offline, minimize data dependencies, and design flows that can queue work and sync when online. Follow MCP mobile guidance for supported offline patterns.