When to Use Briefcase Builder

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

A briefcase is a set of rules and filters that select records to prime for offline use. Using Briefcase Builder, you can create and manage your organization’s briefcases. By connecting a briefcase with a compatible mobile app, you can enable your mobile workforce to access the most relevant records, even while offline.

You can use a briefcase with your mobile app when:

• Your mobile workforce requires a large volume of records to be viewable offline. Briefcase Builder supports up to 50,000 records that can be retrieved offline.
• Your mobile workforce requires information stored in both standard and custom Salesforce objects.
• Your mobile workforce requires information stored across different but related objects. When you create a briefcase, you can create related rules that select records to prime across objects so that your end users can seamlessly access information across objects while offline.