---
schema_version: "1"
id: 448dea1fa69fc2f65b3aaee1895f1d7609c8e25bdff3eb745742964da4ac9b8d
title: Briefcase Creation
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/briefcase_builder_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 778b996547c98b5f5980822d5445e7b004c97553e96a04b388806efdc76945e6
description: Learn how to create and customize a briefcase for your mobile workforce.
products:
  - Mobile App
  - Cross Cloud
release: "264"
---
# Briefcase Creation

Learn how to create and customize a briefcase for your mobile workforce.

### 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>

![Five steps to create a briefcase in Briefcase Builder](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_workflow_232.png)

- **[Create a Briefcase](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_add_new_briefcase.htm&release=264.0.0&type=5)**  
    Create a briefcase by using Briefcase Builder in Setup.
- **[Data Selection](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_select_record_data.htm&release=264.0.0&type=5)**  
    Learn how you can use object rules and filters to select the most relevant records for your mobile workforce.
- **[App Selection](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_app_select.htm&release=264.0.0&type=5)**  
    Learn important considerations about selecting external client apps to associate with your briefcases.