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          Offline Behaviors in the Field Service Mobile App

          Offline Behaviors in the Field Service Mobile App

          See what gets primed and what is available offline with the Field Service mobile app.

          Required Editions

          Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
          The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
          To access the Field Service mobile app, users need the Field Service Mobile user license.
          Tip
          Tip To see at a glance what is being primed, use Performance Priming, which employs offline briefcases to sync data to the Field Service mobile app. Data to be primed is visible in Briefcase Builder.
          Object Checkmark Primed & Available Offline
          Service appointment (SA) schedule list
          • Record data
          • Object specs
          • Page/compact/search layout
          • Related list (list only)
          • Related list details
          • Actions (attached LWCs)
          Work Order (WO) (parent of SA on schedule list)
          • Record data
          • Object specs
          • Page/compact/search layout
          • Related list (list only)
          • Related list details
          • Actions (attached LWCs)
          • Files (content document only)
          Work Order Line Item (WOLI) (parent of SA on schedule list or child of WO that’s a parent of SA on schedule list)
          • Record data
          • Object specs
          • Page/compact/search layout
          • Related list (list only)
          • Related list details
          • Actions (attached LWCs)
          • Files (content document only)
          Asset (child of WO that is parent of SA on schedule list)
          • Record data
          • Object specs
          • Page/compact/search layout
          • Related list (list only)
          • Related list details
          • Actions (attached LWCs)
          • Files (content document only)
          ProductConsumed, ProductRequire, Account, Case, Contact, AssignedResource (child of WO that is parent of SA on schedule list)
          • Record data
          • Object specs
          • Page/compact/search layout
          • Files (content document only): Case and Product only
          Object X (child of WO/WOLI that is parent of SA on schedule list). (Any other object not mentioned before.)
          • Record data
          • Object specs
          • Page/compact/search layout: When referencing an object with record data object spec, and page layout data that’s primed
          Object X (child of SA on schedule list)
          • Record data
          • Object specs
          • Page/compact/search layout: When referencing an object with record data, object spec, and page
          Object Y (child of child [level 3] of WO that is parent of SA on schedule list). (Only if referenced by objects not explicitly mentioned before.)
          • Record data
          Object Z (WO -> object x -> object y -> object z) Not primed.
          Service Reports 1.0 Not primed.
          Service Documents/ Service Reports 2.0 Not primed.
          Feeds for asset, case, WO, product request, product request line item, SA Not primed.
          Knowledge articles
          • Record data
          Product Items, Product Request, Product Transfer
          • Record data
          • Object specs
          • Page/compact/search layout
          • Related list (list only)
          • Actions (attached LWCs)
          Timesheets, Timesheet Entry
          • Record data
          • Object specs
          • Page/compact/search layout

          Flows

          • All Field Service flows in Field Service mobile settings are primed.
          • Subflows referenced explicitly by a Field Service flow are primed.
          • Records referenced by flows aren’t primed.
           
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