App Selection

With the Briefcase Builder wizard, you can select and specify record data from any app enabled for offline syncing with the Briefcase Priming API, such as the Salesforce Field Service app. Being selective in your app choices helps control the resources chosen for offline access and reduces the volume of data records. Depending on the desired workflow, you can assign multiple apps to a briefcase or assign multiple briefcases to an app.

Here are a few strategies to consider when organizing briefcases around apps.

• Determine what kinds of offline record data users need from a particular mobile app. Can you separate different types of users with different needs and then map apps to briefcases and configure briefcases data records appropriately?
• Organize briefcases and app selection groupings around the separation of duties, roles, or division of responsibility of your mobile workforce.

Warning Some apps aren't enabled for offline syncing. Check if the app supports briefcase priming before adding it to the briefcase.

To associate apps to a briefcase, on the final step of the New Briefcase flow, select the location of the app in the Search Applications dropdown, then click in the Select apps search bar field.

To search for an app, start typing the app name into the search bar, and then select it from the dropdown when it appears.