Work with Offline Priming in the Field Service Mobile App

Equip your workforce with the Field Service mobile app’s offline capability so that they can complete tasks regardless of network availability.

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.

Key Offline Capabilities

Create, edit, and delete records even with limited or no connectivity. When devices reconnect to the internet, the app automatically syncs changes to Salesforce and alerts users to any conflicts that require resolution.
Lightning Data Service works with primed records. When online, it uses the cache to enhance performance, and when offline, it provides access to all records whether existing, changed, or new.
Performance Priming uses offline briefcases to sync the data mobile users need to the Field Service mobile app.
Briefcase Builder allows you to define and augment the specific objects and records that users can download for offline access.
High Volume Briefcase extends offline capabilities to include a greater number of records and their related data.

Recommendations and Considerations
Before you set up and use the Field Service mobile app, learn about the differences between the offline and online experience and considerations for use.
Offline Behaviors in the Field Service Mobile App
See what gets primed and what is available offline with the Field Service mobile app.
Offline Frequently Asked Questions
Here, we address some of the most frequently asked questions and provide answers and solutions.
Enhancing Productivity with the Cache First Policy
The Cache First policy in the Field Service mobile app improves data load speed and performance for record details screens and related lists. This update replaces the previous online preferred policy, making the app faster and more accurate if you’re using Lightning Data Service.
Select a Flow Cache Policy for the Field Service Mobile App
Flow cache policies determine when and how data is fetched and used within flows for the Field Service mobile app. You can select flow cache policies that optimize your flows in low-connectivity areas.
Get Started with Performance Priming for the Field Service Mobile App
Learn about the advanced offline capabilities of Performance Priming for the Field Service mobile app.
Maximize Offline Productivity with High-Volume Briefcase for Field Service
Improve data access even with low or no internet connectivity. High-Volume Briefcase supports up to 400,000 records, far surpassing Standard Briefcase capacity.