Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.

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.

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.

Mobile and Offline Developer Guide

Build a Briefcase