CT Mobile for Salesforce
Business
Free
CT Mobile is the leading offline app for Salesforce users. It provides full access to all Salesforce objects and processes and has various add-ons designed to make the field forces’ work easier, more efficient, and more productive.
CT Mobile helps sales reps to perform their daily routines, such as planning and reporting their visits, conduct surveys, present and capture merchandising info, prepare and sign contracts, place orders, and many more.
With CT Presenter, an interactive digital sales aid, sales reps interact in person or remotely with customers, promote products, and measure the impact of the interactive presentations in real-time.
Note: Enable GPS for fully work with maps in CT Mobile modules and widgets. Keeping GPS running in the background can drain your device’s battery faster than usual.
more In this CT Mobile Release:
• Automatic Synchronization: Fast sync now starts automatically whenever the app is open and idle, with a clear visual indicator showing your sync status.
• Automated Settings Checks: Your app configuration is always up to date, and you’ll be notified when a full sync is required.
Improved Productivity Tools:
• Summary View: View or listen the summary info about selected offline object.
• Speech Input for selected text fields.
• New Home Screen Widgets: Enjoy a refreshed design of Home widgets, including a new Today’s Agenda widget to help plan your day.
Data Management Enhancements:
• Record Sorting: Add up to 10 sorting fields for selected offline objects.
• Improved Errors Screen: A cleaner, more intuitive interface helps prevent data loss.
• Files Downloading Mode: Choose full download, preview, or skip to save storage and customize your sync process.
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Introducing Smart Order Assistant, the AI‑powered tool to simplify your CT Order workflow:
• Create orders from a photo or screenshot
• Clone existing orders
• Use voice commands
• Apply smart order templates
Other Order Taking Enhancements:
• Pin Delivery in Order Cart: Organize multiple deliveries with pinned items.
• Expanded Space for Product Names: Longer names now display more comfortably in the order cart.
• Edit Order Button: Quick access to editing with a dedicated button.
• Instant Add to Cart: Add searched products to your cart in one click.
App optimization and code refactoring for better performance and stability.
See the Release Notes to find out more about new features and improvements: https://help.customertimes.com/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html#ct-mobile-3-0
Note: Some features are available only after activation by administrator.
3.0.4 Jun 3
In this CT Mobile Release:
• Automatic Synchronization: Fast sync now starts automatically whenever the app is open and idle, with a clear visual indicator showing your sync status.
• Automated Settings Checks: Your app configuration is always up to date, and you’ll be notified when a full sync is required.
Improved Productivity Tools:
• Summary View: View or listen the summary info about selected offline object.
• Speech Input for selected text fields.
• New Home Screen Widgets: Enjoy a refreshed design of Home widgets, including a new Today’s Agenda widget to help plan your day.
Data Management Enhancements:
• Record Sorting: Add up to 10 sorting fields for selected offline objects.
• Improved Errors Screen: A cleaner, more intuitive interface helps prevent data loss.
• Files Downloading Mode: Choose full download, preview, or skip to save storage and customize your sync process.
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Introducing Smart Order Assistant, the AI‑powered tool to simplify your CT Order workflow:
• Create orders from a photo or screenshot
• Clone existing orders
• Use voice commands
• Apply smart order templates
Other Order Taking Enhancements:
• Pin Delivery in Order Cart: Organize multiple deliveries with pinned items.
• Expanded Space for Product Names: Longer names now display more comfortably in the order cart.
• Edit Order Button: Quick access to editing with a dedicated button.
• Instant Add to Cart: Add searched products to your cart in one click.
App optimization and code refactoring for better performance and stability.
See the Release Notes to find out more about new features and improvements: https://help.customertimes.com/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html#ct-mobile-3-0
Note: Some features are available only after activation by administrator.
3.0.3 Mar 26
In this CT Mobile Release:
• Automatic Synchronization: Fast sync now starts automatically whenever the app is open and idle, with a clear visual indicator showing your sync status.
• Automated Settings Checks: Your app configuration is always up to date, and you’ll be notified when a full sync is required.
Improved Productivity Tools:
• Summary View: View or listen the summary info about selected offline object.
• Speech Input for selected text fields.
• New Home Screen Widgets: Enjoy a refreshed design of Home widgets, including a new Today’s Agenda widget to help plan your day.
Data Management Enhancements:
• Record Sorting: Add up to 10 sorting fields for selected offline objects.
• Improved Errors Screen: A cleaner, more intuitive interface helps prevent data loss.
• Files Downloading Mode: Choose full download, preview, or skip to save storage and customize your sync process.
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Introducing Smart Order Assistant, the AI‑powered tool to simplify your CT Order workflow:
• Create orders from a photo or screenshot
• Clone existing orders
• Use voice commands
• Apply smart order templates
Other Order Taking Enhancements:
• Pin Delivery in Order Cart: Organize multiple deliveries with pinned items.
• Expanded Space for Product Names: Longer names now display more comfortably in the order cart.
• Edit Order Button: Quick access to editing with a dedicated button.
• Instant Add to Cart: Add searched products to your cart in one click.
App optimization and code refactoring for better performance and stability.
See the Release Notes to find out more about new features and improvements: https://help.customertimes.com/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html#ct-mobile-3-0
Note: Some features are available only after activation by administrator.
3.0.2 Mar 19
In this CT Mobile Release:
• Automatic Synchronization: Fast sync now starts automatically whenever the app is open and idle, with a clear visual indicator showing your sync status.
• Automated Settings Checks: Your app configuration is always up to date, and you’ll be notified when a full sync is required.
Improved Productivity Tools:
• Summary View: View or listen the summary info about selected offline object.
• Speech Input for selected text fields.
• New Home Screen Widgets: Enjoy a refreshed design of Home widgets, including a new Today’s Agenda widget to help plan your day.
Data Management Enhancements:
• Record Sorting: Add up to 10 sorting fields for selected offline objects.
• Improved Errors Screen: A cleaner, more intuitive interface helps prevent data loss.
• Files Downloading Mode: Choose full download, preview, or skip to save storage and customize your sync process.
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Introducing Smart Order Assistant, the AI‑powered tool to simplify your CT Order workflow:
• Create orders from a photo or screenshot
• Clone existing orders
• Use voice commands
• Apply smart order templates
Other Order Taking Enhancements:
• Pin Delivery in Order Cart: Organize multiple deliveries with pinned items.
• Expanded Space for Product Names: Longer names now display more comfortably in the order cart.
• Edit Order Button: Quick access to editing with a dedicated button.
• Instant Add to Cart: Add searched products to your cart in one click.
App optimization and code refactoring for better performance and stability.
See the Release Notes to find out more about new features and improvements: https://help.customertimes.com/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html#ct-mobile-3-0
Note: Some features are available only after activation by administrator.
3.0.1 Feb 28
In this CT Mobile Release:
• Automatic Synchronization: Fast sync now starts automatically whenever the app is open and idle, with a clear visual indicator showing your sync status.
• Automated Settings Checks: Your app configuration is always up to date, and you’ll be notified when a full sync is required.
Improved Productivity Tools:
• Summary View: View or listen the summary info about selected offline object.
• Speech Input for selected text fields.
• New Home Screen Widgets: Enjoy a refreshed design of Home widgets, including a new Today’s Agenda widget to help plan your day.
Data Management Enhancements:
• Record Sorting: Add up to 10 sorting fields for selected offline objects.
• Improved Errors Screen: A cleaner, more intuitive interface helps prevent data loss.
• Files Downloading Mode: Choose full download, preview, or skip to save storage and customize your sync process.
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Introducing Smart Order Assistant, the AI‑powered tool to simplify your CT Order workflow:
• Create orders from a photo or screenshot
• Clone existing orders
• Use voice commands
• Apply smart order templates
Other Order Taking Enhancements:
• Pin Delivery in Order Cart: Organize multiple deliveries with pinned items.
• Expanded Space for Product Names: Longer names now display more comfortably in the order cart.
• Edit Order Button: Quick access to editing with a dedicated button.
• Instant Add to Cart: Add searched products to your cart in one click.
App optimization and code refactoring for better performance and stability.
See the Release Notes to find out more about new features and improvements: https://help.customertimes.com/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html#ct-mobile-3-0
Note: Some features are available only after activation by administrator.
3.0 Feb 16
• Added support for iPadOS 26 to ensure smooth performance and compatibility.
• Minor stability improvements and bug fixes.
2.9.3 09/24/2025
In this CT Mobile Release:
• You can now see your agenda while planning the next activity
• Calendar UI/UX improvements:
• Updated outlook of the calendar events
• 3 first fields can be displayed for each record in the left menu
• Week numbers are visible while working with Calendar
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Order button is displayed for all records with Order item in combo-menu
• Mass catalog and Promo deletion from the Cart
• UI improvements for Product catalogs and Cart input fields
• Delivery Summary UX improvements
• Week numbers are displayed when adding a delivery to the order cart
See the Release Notes to find out more about new features and improvements:
https://help.customertimes.com/articles/#!ct-mobile-ios-en/ct-mobile-ios-release-notes/a/h2_211762337
2.9.2 08/12/2024
In this CT Mobile Release:
• You can now see your agenda while planning the next activity
• Calendar UI/UX improvements:
• Updated outlook of the calendar events
• 3 first fields can be displayed for each record in the left menu
• Week numbers are visible while working with Calendar
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Order button is displayed for all records with Order item in combo-menu
• Mass catalog and Promo deletion from the Cart
• UI improvements for Product catalogs and Cart input fields
• Delivery Summary UX improvements
• Week numbers are displayed when adding a delivery to the order cart
See the Release Notes to find out more about new features and improvements:
https://help.customertimes.com/articles/#!ct-mobile-ios-en/ct-mobile-ios-release-notes/a/h2_211762337
2.9.1 06/21/2024
In this CT Mobile Release:
• You can now see your agenda while planning the next activity
• Calendar UI/UX improvements:
• Updated outlook of the calendar events
• 3 first fields can be displayed for each record in the left menu
• Week numbers are visible while working with Calendar
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Order button is displayed for all records with Order item in combo-menu
• Mass catalog and Promo deletion from the Cart
• UI improvements for Product catalogs and Cart input fields
• Delivery Summary UX improvements
• Week numbers are displayed when adding a delivery to the order cart
See the Release Notes to find out more about new features and improvements:
https://help.customertimes.com/articles/#!ct-mobile-ios-en/ct-mobile-ios-release-notes/a/h2_211762337
2.9 05/17/2024
In this CT Mobile Release:
• The Files Download Enabled option for Offline objects to manage the synchronization time.
• Adding files to Records in the Actions menu.
• Pinning list views for the Calendar.
• Titles and subtitles of records can be displayed in three lines in list views.
We continue to improve CT Orders by consistently evolving the order-taking process. In this release, we focused on solution stability and the following improvements:
• Filtering products by specified criteria.
• Sorting bundles by quantity for each delivery.
See the Release notes to find out more about new features and improvements: https://help.customertimes.com/articles/ct-mobile-ios-en/ct-mobile-ios-release-notes
2.8 11/29/2023
In this CT Mobile release:
• User experience of the synchronization process has been improved
• Color legend has been added to Planning Calendar
• Now third-party mail client can be chosen for email template sending and more
We continue to improve CT Orders by consistently evolving the order-taking process. In this release, we focused on solution performance and UI improvements:
• Performance for orders with big catalogs (over 1000 products) has been improved while mass adding products to the cart, opening draft order and finalizing order.
• Now, the administrator can select, how to perform calculations: via Web Service or internal calculator.
See the Release notes to find out more about new features and improvements: https://help.customertimes.com/articles/ct-mobile-ios-en/ct-mobile-ios-release-notes
2.7 09/28/2023
What's new:
• Minor fixes and improvements
2.6.3 03/02/2023
What's new:
• Minor fixes and improvements
2.6.2 02/02/2023
What's new:
• iPadOS16 support
• Minor fixes and improvements
2.6.1 01/12/2023
Further Integration with CT Software Products, Improvements in Modules, and More
• Support for Split View and Slide Over multitasking types (with some limitations)
• CT Mobile will alert you after an app update if a full synchronization is required for it to work correctly.
• UX improvement: the notification of a successful synchronization will not be hidden until you press OK.
• The default duration will be set for the activity created in the related lists, the timeline view, and the Activity menu item.
• The new format of displaying the version for the custom application based on CT Mobile will make it easier to work with technical support in case of issues.
• Support for the new CT Orders key features to prevent ordering out-of-stock products, announce the launching of new products, control discount budgets, and limit product sales.
• Ability to configure CT Vision Shelf Product List and more.
View the complete list of new features and improvements in our CT Knowledge hub at https://help.customertimes.com/articles/#!ct-mobile-ios-en/ct-mobile-ios-release-notes.
2.6 08/26/2022
What’s new:
CG Cloud Support, Further Integration with CT Software Products, Improvements in Modules, and More
• The color of the object’s tab in Salesforce is now used for that object’s icon in the CT Mobile app.
• To go to the record screen in the Calendar module, use the Open button when tapping activity or double-tap activity in the calendar grid.
• For a better visibility, all activities between 0 and 30 minutes occupy a 30-minute slot in the calendar grid.
• The route points are now numbered, and when tapping on activity on the map, you can use the Open button to go to the record layout.
• Use the detailed list view to see records in full screen when filling out the reference field.
• The My filter is supported in list views to display only records owned by the current mobile user.
• CT Layouts eases the field reps’ routine through flexible screen customization and compatibility with CG Cloud and other CT Software.
• Support for new CT Orders functionality, such as pricing procedure steps, enhanced discount calculations, and more.
• Using CT Vision, take photos of the large shelves, add tags, and work with Shelf Product List.
View the complete list of new features and improvements in our CT Knowledge hub at https://help.customertimes.com/articles/#!ct-mobile-ios-en/ct-mobile-ios-release-notes.
2.5 03/05/2022
What’s new:
• Support for new CT modules, Mobile List Views, Switch to Other Modules while an Activity in Progress, and More
• Create and manage list views on the mobile device.
• Generate based on templates and sign documents with a legally binding e-signature in the CT Sign module.
• Recognize shelf products and calculate shelf KPIs via the CT Vision module with artificial intelligence support.
• Use clickable price tags, flexibly manage product quantities, and check out other enhancements in the renewed CT Orders module.
• If you have permission, leave the unfinished activity to work with other features.
• The long folder name is now fully displayed in the Libraries module.
• Special characters are supported in mobile layouts, standard and custom related lists, and Chatter posts and comments.
View the complete list of new features and improvements in our CT Knowledge hub at https://help.customertimes.com/articles/#!project-ct-mobile-en/ct-mobile-ios-release-notes.
2.4.2 09/29/2021
What’s new:
• Support for new CT modules, Mobile List Views, Switch to Other Modules while an Activity in Progress, and More
• Create and manage list views on the mobile device.
• Generate based on templates and sign documents with a legally binding e-signature in the CT Sign module.
• Recognize shelf products and calculate shelf KPIs via the CT Vision module with artificial intelligence support.
• Use clickable price tags, flexibly manage product quantities, and check out other enhancements in the renewed CT Orders module.
• If you have permission, leave the unfinished activity to work with other features.
• The long folder name is now fully displayed in the Libraries module.
• Special characters are supported in mobile layouts, standard and custom related lists, and Chatter posts and comments.
View the complete list of new features and improvements in our CT Knowledge hub at https://help.customertimes.com/articles/#!project-ct-mobile-en/ct-mobile-ios-release-notes.
2.4.1 09/06/2021
What’s new:
EN
• Support for new CT modules, Mobile List Views, Switch to Other Modules while an Activity in Progress, and More
• Create and manage list views on the mobile device.
• Generate based on templates and sign documents with a legally binding e-signature in the CT Sign module.
• Recognize shelf products and calculate shelf KPIs via the CT Vision module with artificial intelligence support.
• Use clickable price tags, flexibly manage product quantities, and check out other enhancements in the renewed CT Orders module.
• If you have permission, leave the unfinished activity to work with other features.
• The long folder name is now fully displayed in the Libraries module.
• Special characters are supported in mobile layouts, standard and custom related lists, and Chatter posts and comments.
View the complete list of new features and improvements in our CT Knowledge hub at https://help.customertimes.com/articles/#!project-ct-mobile-en/ct-mobile-ios-release-notes.
RU
• Интеграции с продуктами CT, мобильные списковые представления, переходите в другие модули во время начатой активности и многое другое
• Создавайте списковые представления на мобильном устройстве и управляйте ими.
• Формируйте на основе шаблонов и подписывайте документы юридически значимой электронной подписью в модуле CT Sign.
• Распознавайте продукты на полке и рассчитывайте KPI полки с помощью модуля CT Vision с поддержкой искусственного интеллекта.
• Используйте интерактивные ценники, гибко управляйте количеством продуктов и ознакомьтесь с другими улучшениями в обновлённом модуле CT Orders.
• Если предоставлено соответствующее полномочие, переключайтесь и работайте с другими функциональностями во время начатой активности.
• Полное отображение длинного имени папки в модуле Библиотеки.
• Поддержка специальных символов на мобильном макете, в стандартных и настраиваемых связанных списках, а также в постах и комментариях модуля Чаттер.
Полный список обновлений и улучшений доступен на нашем портале документации по ссылке https://help.customertimes.com/articles/#!project-ct-mobile-ru/ct-mobile-ios-release-notes-ru.
FR
• Intégrations de CT produits, le mode d’affichage mobile, travail avec d’autres modules pendant une activité en cours et bien d’autres
• Créez et gérez les modes d’affichage sur l’appareil mobile.
• Générez à partir de modèle et signez des documents avec une signature électronique juridiquement contraignante dans le module CT Sign.
• Reconnaissez les produits et calculez les KPI en rayon via le module CT Vision avec le soutien de l’intelligence artificielle.
• Utilisez des porte-prix, gérez les quantités de produits à plusieurs niveaux et bien d’autres dans le module CT Orders renouvelé.
• Si vous avez l’autorisation, laissez l’activité que vous avez commencée pour travailler avec d’autres fonctionnalités.
• Le nom long du dossier est maintenant entièrement affiché dans le module Bibliothèques.
• Les caractères spéciaux sont pris en charge dans les mises en page mobiles, les listes associées standard et personnalisées et les publications et commentaires Chatter.
Consultez la liste complète des nouvelles fonctionnalités et améliorations dans notre centre de CT connaissances: https://help.customertimes.com/articles/#!project-ct-mobile-en/ct-mobile-ios-release-notes.
2.4 06/22/2021
What’s New:
• The sync process has been optimized to support an updated security policy in Salesforce Winter ’21 that affects users with a Partner Community license.
• Support for umlauts in templates of the Document Module.
• Minor fixes and improvements.
2.3.3 12/05/2020
What’s New:
• The sync process has been optimized to support an updated security policy in Salesforce Winter ’21 that affects users with a Partner Community license.
• Support for umlauts in templates of the Document Module.
• Minor fixes and improvements.
2.3.2 11/18/2020
Introducing CT Mobile 2.3:
* The new CT Orders module is supported. Leverage CRM flexibility with ERP price calculation complexity in a streamlined order taking process with user-friendly interface.
* When opening an activity in the Calendar module, the agenda with records of all activities for that day is displayed on the left side.
* The ability to zoom in or out a CLM-presentation using a two-finger pinch.
* In the Routes module, the selected options are saved.
* The dynamically changed and scrollable height of fields with the Text, Formula, and Picklist types.
2.3.1 10/09/2020
Introducing CT Mobile 2.3:
* The new CT Orders module is supported. Leverage CRM flexibility with ERP price calculation complexity in a streamlined order taking process with user-friendly interface.
* When opening an activity in the Calendar module, the agenda with records of all activities for that day is displayed on the left side.
* The ability to zoom in or out a CLM-presentation using a two-finger pinch.
* In the Routes module, the selected options are saved.
* The dynamically changed and scrollable height of fields with the Text, Formula, and Picklist types.
2.3 10/08/2020
What's new
We adjusted our Remote Detailing feature for CT Mobile app:
* Start the remote presentation right from the app in one tap;
* Multitasking: switch between the meeting window and record details with one tap. Resume the presentation from the last checkpoint.
2.2.1 04/22/2020
Introducing CT Mobile 2.2:
* Improved CT Presenter;
* The ability to remove records from the detailed list view screen;
* Using list views in the Application module;
* Additional pop-ups with functionalities that need the requested permission;
* On the record details screen, tap Calendar in the menu to quickly return to the main Calendar screen;
* Additional info message reminds a user not to collapse the application and not to turn off the screen during the fast and full synchronization.
2.2 03/11/2020
In this CT Mobile Release:
• Automatic Synchronization: Fast sync now starts automatically whenever the app is open and idle, with a clear visual indicator showing your sync status.
• Automated Settings Checks: Your app configuration is always up to date, and you’ll be notified when a full sync is required.
Improved Productivity Tools:
• Summary View: View or listen the summary info about selected offline object.
• Speech Input for selected text fields.
• New Home Screen Widgets: Enjoy a refreshed design of Home widgets, including a new Today’s Agenda widget to help plan your day.
Data Management Enhancements:
• Record Sorting: Add up to 10 sorting fields for selected offline objects.
• Improved Errors Screen: A cleaner, more intuitive interface helps prevent data loss.
• Files Downloading Mode: Choose full download, preview, or skip to save storage and customize your sync process.
We continue to improve CT Orders functionality to provide user-friendly and fast solution for Order Taking:
• Introducing Smart Order Assistant, the AI‑powered tool to simplify your CT Order workflow:
• Create orders from a photo or screenshot
• Clone existing orders
• Use voice commands
• Apply smart order templates
Other Order Taking Enhancements:
• Pin Delivery in Order Cart: Organize multiple deliveries with pinned items.
• Expanded Space for Product Names: Longer names now display more comfortably in the order cart.
• Edit Order Button: Quick access to editing with a dedicated button.
• Instant Add to Cart: Add searched products to your cart in one click.
App optimization and code refactoring for better performance and stability.
See the Release Notes to find out more about new features and improvements: https://help.customertimes.com/ctmobile-ios/3.0/news/ct-mobile-ios-release-notes.html#ct-mobile-3-0
Note: Some features are available only after activation by administrator.
more Version 3.0.4 Jun 3
Data Not Linked to You The following data may be collected but it is not linked to your identity:
Location User Content Diagnostics Other Data