---
schema_version: "1"
id: c356753f79f05a627773c9f9e123c1b980582f0b676abce839dcdbdf6977b6af
title: Edit, Activate, Deactivate, Delete, or Clone a Briefcase
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/briefcase_builder_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5276033e2143e69dc7e74fa43f418cd5e361e62abb57c235c5b9540ab5a35f4a
description: Find briefcases that you already registered. View the actions for a previously defined briefcase. And edit, activate, deactivate, delete, or clone a briefcase.
products:
  - Mobile App
  - Cross Cloud
release: "264"
---
# Edit, Activate, Deactivate, Delete, or Clone a Briefcase

Find briefcases that you already registered. View the actions for a previously defined briefcase. And edit, activate, deactivate, delete, or clone a briefcase.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Edit

You can change the name and description of a saved briefcase, update selected data and assignees, and turn activation off or on. In the Briefcase Builder setup, to view the inline menu for a briefcase, click the down arrow. The Briefcase inline menu includes deactivate, edit, clone, and delete options.

![Actions picklist](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-briefcase_builder-264-0-0-production-enus/be5c0b1c-2ff9-445c-85c4-e6337385a6af/briefcase_builder/images/briefcase_builder_actions_238.png)

To launch the guided edit flow, select **Edit**. To change the briefcase configuration, select a tab. To continue editing when you’re done working on a tab, select another tab. Or to exit the edit flow, click **Done**.

![Configuration options: basic information, data sets, assignments, activation](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-briefcase_builder-264-0-0-production-enus/be5c0b1c-2ff9-445c-85c4-e6337385a6af/briefcase_builder/images/briefcase_builder_configuation_actions_232a.png)

To edit the associated configuration for the briefcase, select a tab.

## Activate, Deactivate, or Delete

To quickly change the activation status for a briefcase or to delete a briefcase, click the down arrow to view the inline menu for the briefcase, and then select **Activate**, **Deactivate**, or **Delete**.

## Clone

To create a briefcase by copying an existing briefcase configuration, click the arrow in the briefcase’s Actions column and select **Clone**. On the Clone Briefcase page, enter a unique briefcase name.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-briefcase_builder-264-0-0-production-enus/be5c0b1c-2ff9-445c-85c4-e6337385a6af/images/icon_note.png)

Note By default, Briefcase Builder automatically adds a number to the end of the existing briefcase name. Modify the default name so that it’s unique and descriptive of the cloned briefcase.

You can optionally change these settings in the cloned briefcase.

- Data fields for the Object: Filter By, Filter Logic, Record Scope, Record Limit Per Object
- Assignments
- Activation

To save and activate the cloned briefcase, click **Activate**. To save the briefcase’s settings without activating it for use, click **Save**.

#### See Also

- [Limits and Considerations](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_limits_considerations.htm&release=264.0.0&type=5 "As you create and work with offline briefcases, note these considerations and limits.")