Install and manage packages containing briefcases.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Consuming Briefcase Builder Packages
For briefcases that you install, upgrade, or uninstall from a package, keep these considerations in mind.
| Feature | Supported Behavior |
|---|---|
| Activate and Deactivate Briefcase | Admin can activate or deactivate a briefcase installed from a managed package. |
| Related Record Priming (RRP) |
Briefcase Builder packaging now supports RRP. |
| Briefcase Rules | Briefcase rules can’t be modified in a briefcase installed from a managed package. |
| Selected Apps (also called Connected Apps) | Selected apps aren’t retained when a briefcase is packaged and distributed across orgs. |
| Assignment Users and Groups | User or group assignments aren’t retained when a briefcase is packaged and distributed across orgs. |
- The only way to delete a briefcase installed from a managed package is to uninstall the entire package.
- You can have no more than 5 active briefcases for a total of 10 briefcases, or the package fails to install.
- Automatic renaming: Briefcase Builder doesn’t support resolving naming conflicts during an unmanaged install.
- Filters: If you use specific Custom Object IDs for filtering, you can’t successfully create a package.