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.
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. |
| User Permissions Needed | |
|---|---|
| To assign permission sets: | Manage Profiles and Permission Sets |
| To access Performance Priming | Performance Priming for Field Service Mobile |
Before you begin, make sure that each mobile worker has the Field Service Mobile license. For details, see Give Users Access to the Field Service Mobile App.
- From Setup, in the Quick Find box, enter Field Service Settings, and then select Field Service Settings.
- Under the Lightning SDK for Field Service Mobile section, select Enable Lightning SDK for Field Service Mobile.
- Under the Performance Priming section, select Enable Performance Priming for offline mobile usage.
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Save your changes.
Field Service generates offline briefcases for profiles that have at least one user with the Field Service Mobile license. These read-only briefcases appear in Briefcase Builder.
- From Setup, in the Quick Find box, enter Users, and then select Permission Sets.
- Select the permission set that’s assigned to mobile workers.
- Click System Permissions, and then click Edit.
- Select the Performance Priming for Field Service Mobile user permission, and then save the permission set.
- Assign the permission set to your mobile workers.
Have mobile workers log out of the Field Service mobile app and log in again.