Architecture Overview

This mobile app utilizes a Heroku app with Auth0 as a login API endpoint to sync the offline survey data to your org using a Salesforce integration user license. The mobile app authenticates users in Auth0 and retrieves a Salesforce access token to download metadata and upload records. A configurable Salesforce package manages the surveys and the mobile app users in your org.

Architecture Overview

1. Mobile app

  • Generates survey screens based on your Salesforce survey page layouts.
  • Uploads survey records stored locally on your device to your Salesforce org.
  • Built on the Expo platform.

2. Heroku Login API app with Auth0 add-on

3. Salesforce package

4. Data Model

The following table summarizes the package components. Additional Information is on our Data Model page.

Name Description API Name
Field Survey Custom Object GRMS_Survey__c
Field Worker and Client Relationship Custom Object GRMS_FieldWorkerClientRelation__c
Contact Type Contact Custom Field GRMS_ContactType__c
Field Worker Contact Type Picklist Value Field Worker
Survey Client Contact Type Picklist Value Survey Client
Login Email Contact Custom Field GRMS_LoginEmail__c
Field Worker and Client Layout Contact Page Layout  
Field Survey Layout Field Survey Page Layout  
Grassroots Survey App Admin Permission Set GRMS_App_Admin

5. Additional Architecture Information


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Grassroots Mobile Survey is a tool built and maintained by a community of volunteers through the Open Source Commons program. This is not a Salesforce-owned product. If you need support, go to the Trailblazer Community Group.