After you turn on Performance Priming, Field Service creates offline briefcases that control which records and metadata sync to mobile clients. Use this topic to understand how those briefcases are generated and updated.
| 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. |
When you save Field Service Settings with Performance Priming turned on, Field Service generates briefcases for each eligible profile. Nightly scheduled jobs regenerate briefcases so they stay current. Users can open the notification bell to see when briefcases change.
Performance Priming briefcases are read-only in Briefcase Builder. Change which records are primed by updating the page layouts and list views assigned to profiles. After you change layouts or list views, manually regenerate Performance Priming briefcases or wait for automatic regeneration.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.