Learn about the advanced offline capabilities of Performance Priming for the Field Service mobile app.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions. |
| To access the Field Service mobile app, users need the Field Service Mobile user license. |
Versioning Requirements
Orgs must be on the Winter ‘26 release to access Performance Priming on both production and sandbox environments. To prevent functionality issues, we highly recommend that apps are on the most recent mobile version available from the App Store and Play Store.
About Performance Priming
For mobile workers, getting the right information quickly and efficiently is essential. Performance Priming helps by making sure your team always has the latest and most relevant data on their mobile devices, even when they're offline. Performance Priming uses offline briefcases to sync the data mobile users need to the Field Service mobile app. You can choose which user profiles and the data you want to put in these briefcases. This means faster and more efficient data syncing for your mobile team. The most important changes are synced every 5 minutes, and all changes supported by Performance Priming are synced at least every 24 hours. In short, it's a better, faster way to get the right information to your mobile workers.
Performance Priming Key Benefits
Performance Priming offers several key benefits designed to improve the speed and efficiency of data synchronization for Field Service mobile users.
- Frequent Updates: Mobile workers receive the latest changes every 5 minutes, reducing the need to manually sync frequently.
- Improved Sync Speed: Performance Priming makes data syncing faster and more efficient for mobile users compared to legacy priming methods.
- Auto-Generated Briefcases: Admins don't need to perform manual configurations for priming, as briefcases are automatically generated.
- Access to More Records: Users can access a larger number of records on their mobile devices.
- Flexible Configuration: Tailor the priming logic to meet your own use cases; prime only the data and metadata your mobile workers need.
- Performance Priming Limitations and Considerations
The Salesforce Field Service mobile app intelligently primes data to support offline work. Note these limitations and considerations. - Set Up Performance Priming
Turn on Performance Priming so Field Service mobile users get primed offline data. Enable the setting in Field Service Settings, assign the Performance Priming permission, and make sure mobile workers have the Field Service Mobile license. - How Performance Priming Briefcases Work
After you turn on Performance Priming, Field Service creates offline Briefcases for eligible profiles to control which records and metadata sync to mobile clients. - Plan Your Performance Priming Rollout Strategy
Follow these guidelines to ensure a smooth Performance Priming launch.