Learn how to create and customize a briefcase for your mobile workforce.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
- Create a Briefcase
Create a briefcase by using Briefcase Builder in Setup.
- Data Selection
Learn how you can use object rules and filters to select the most relevant records for your mobile workforce.
- App Selection
Learn important considerations about selecting external client apps to associate with your briefcases.