ENHANCING ON-SITE RETAIL EVALUATIONS WITH SALESFORCE MOBILE
OVERVIEW
A retail real estate team needed a streamlined way to capture on-site visit information while walking physical store locations—without relying on laptops. Fiduciary Tech enabled Salesforce mobile access and optimized the experience so real estate managers could enter visit details, notes, and photos directly from their phones. The result was faster, more reliable documentation during on-site evaluations.
THE CHALLENGE
Employees conducting on-site visits typically did not carry laptops, which often delayed documentation until the end of the day or the following day. This created a gap between what was observed during a site walk and what was recorded in the system, especially for photo-based documentation and location-specific notes tied to the visit.
OUR SOLUTION
We delivered a lightweight, high-impact rollout by enabling the standard Salesforce mobile app and tailoring the mobile layout for fast, on-site data entry. The experience was structured around the client’s custom on-site visit/evaluation process, ensuring managers could quickly log visit dates, add observations, and attach photos directly to the relevant record while still on site.
KEY FEATURES
- • Salesforce mobile app enablement for field users
• Mobile-optimized page layouts for improved usability
• In-field entry of visit dates and notes
• Photo capture and attachment from mobile devices
• Records structured around a custom on-site visit workflow
GLOBAL IMPACT/RESULTS
- • Real-time documentation during on-site visits
• Reduced lag between site walks and system updates
• Better visibility into on-site conditions and findings
TECHNOLOGIES & SERVICES
Salesforce Mobile App — standard mobile access for Salesforce users
Salesforce Page Layout Configuration — streamlined mobile viewing and data entry
CONCLUSION
By enabling and optimizing Salesforce mobile for a custom on-site visit workflow, the client equipped real estate managers to document site evaluations in real time—capturing visit details and photos when and where the work happens. This delivered immediate operational value with minimal technical overhead and established a scalable foundation for mobile-first field processes.