Your mobile workforce can access information seamlessly while they’re offline. You can
use Briefcase Builder to create a briefcase, a set of rules and filters that select
records to prime for offline use. Design a mobile app that connects with a briefcase to give
your users access to the most relevant records, even when there’s a network outage, spotty
internet coverage, or an area without Wi-Fi.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and
Developer Editions
|
- When to Use Briefcase Builder
Learn the ways that Briefcase Builder can complement your Salesforce-connected mobile app.
- Mobile Apps Compatible with Briefcases
Learn the prerequisites for mobile apps that you can connect with a briefcase.
- Briefcase Planning
Before you create briefcases, keep in mind a few considerations to plan which records go into each briefcase.
- Briefcase Creation
Learn how to create and customize a briefcase for your mobile workforce.
- Advanced Ways to Select Records for a Briefcase
Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers.
- 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.
- Validate Briefcase Settings
Check the Run As User option on a briefcase to review how many records it generates so you can validate filtering criteria and briefcase assignments.
- Briefcase Builder and Packaging
Install and manage packages containing briefcases.
- Limits and Considerations
As you create and work with offline briefcases, note these considerations and limits.
