---
schema_version: "1"
id: 5b3056f8b17cc744b7c0a4d5d770e346d0150b7259038f9fef194642bbf26c5b
title: Related Object Rules
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/briefcase_builder_related_record_priming.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_related_record_priming.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 113679dc063de5fe16d17bc5fe3987601c6025f24c9eccc756d2e9b52aec2345
description: To give your briefcase users access to related records across different objects, set up related object rules.
products:
  - Mobile App
  - Cross Cloud
release: "264"
---
# Related Object Rules

To give your briefcase users access to related records across different objects, set up related object rules.

### 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>

With related object rules, your mobile workers can access information that’s stored in different, related objects. For example, your briefcase users want to see all their assigned service appointments and the associated quotes. The service appointment information is stored in the Service Appointment object, and the quote information is stored in the Asset object. You can use related object rules to make the related object records viewable offline.

To set up related object rules, select a top-level object, then add an object that has a common field with the top-level object. You can configure a hierarchy of up to three levels for related object rules.

![Related Record Priming Workflow](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_RRP_236.png)

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-briefcase_builder-264-0-0-production-enus/be5c0b1c-2ff9-445c-85c4-e6337385a6af/images/icon_note.png)

Note This workflow also applies to custom objects and related custom objects.

#### See Also

- [Select Records with Related Object Rules](https://help.salesforce.com/s/articleView?id=xcloud.select_records_with_related_rules.htm&release=264.0.0&type=5 "Create a briefcase that selects records using three levels of related object rules.")
- [Advanced Ways to Select Records for a Briefcase](https://help.salesforce.com/s/articleView?id=xcloud.briefcase_builder_select_records_advanced.htm&release=264.0.0&type=5 "Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers.")