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Briefcase Builder
Briefcase Creation

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Briefcase Creation

Learn how to create and customize a briefcase for your mobile workforce.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Five steps to create a briefcase in Briefcase Builder
  • Create a Briefcase
    Create a briefcase by using Briefcase Builder in Setup.
  • Data Selection
    Learn how you can use object rules and filters to select the most relevant records for your mobile workforce.
  • App Selection
    Learn important considerations about selecting external client apps to associate with your briefcases.
 
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