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Briefcase Planning
Before you create briefcases, keep in mind a few considerations to plan which records go into each briefcase.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
With Briefcase Builder, you can have up to five active briefcases and up to 50,000 records per user primed for offline access across those briefcases. When you create a briefcase, you assign the users or groups that have access to the briefcase’s records, and you select which apps are connected to the briefcase. These decisions can constrain where or for whom you can use a briefcase.
- Consider your use cases for accessing records offline.
- Consider the roles or teams that interact with records offline to support your use cases.
- Among the roles or teams that access records offline, consider the requirements for the records that the roles or teams can or can’t view.
- Consider the apps that each role or team uses to view records offline.
All your field technicians need offline access to information about the service appointments assigned to them. They also need access to the related asset and case information.
Experienced field technicians also get customer questions about services, so they need offline access to your product information. To accommodate these needs, create two briefcases.
- One briefcase for all field technicians. Add the Service Appointment, Asset, and Case objects to the briefcase as related object rules. Assign the briefcase to the group that represents all field technicians.
- One briefcase for the experienced field technicians. Add the PricebookEntry object to the briefcase. Assign the briefcase to the group that represents experienced field technicians.
