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Build a Briefcase

Briefcase Builder is how you choose which records are available offline for your users. It's important to think about your users and which records they need access to while offline. The Offline App uses and depends on a Briefcase to use when priming records for offline use.
Briefcase Builder

The Onboarding Wizard takes you to the Briefcase Builder page in Salesforce Setup so you can configure a briefcase for your org.

Tips For Briefcase Use With Mobile Offline

  • Consider grouping users into specific roles and choosing records that are relevant for that user group.
  • Keep in mind that records that load on the Landing Page (Mobile Offline’s home page) rely on the Briefcase to populate the record details.
  • Ensure that all records that appear on a users Landing Page are also in their Briefcase.

For more information on building a briefcase, see Configure a Briefcase in the Salesforce Help.