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Briefcase Builder

Advanced Ways to Select Records for a Briefcase

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Advanced Ways to Select Records for a Briefcase

Learn advanced ways to create a briefcase that contains the most relevant records for your mobile workers.

Required Editions

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions

Related Object Rules
To give your briefcase users access to related records across different objects, set up related object rules.
Select Records with Related Object Rules
Create a briefcase that selects records using three levels of related object rules.
Custom Formula Fields
To select records based on information in multiple objects, create a custom formula field.
Select Records with a Custom Formula Field
Create a briefcase that filters an object rule using a custom formula field.

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