What is briefcase in Salesforce?
The Briefcase Builder tool helps you select and share records offline with mobile workers. And you can create an offline platform experience that is flexible, easy to use, and responsive to mobile workers’ needs. This tool supports Salesforce Field Service mobile app for iOS and Android.
How do I enable Salesforce mobile?
Step 1: Enable the Salesforce1 Mobile Browser App To do this, log in to Salesforce on your computer and navigate to “Setup”. Under “Administration Setup”, go to “Mobile Administration” –> “Salesforce1” –> “Salesforce1 Settings” and check the box to “Enable the Saleforce1 Mobile Browser App”.
Can you use Salesforce Offline?
Offline access is available in Salesforce for Android and iOS only. With Salesforce mobile app caching and Offline Edit, Salesforce for Android and iOS users can work with many of their frequently accessed objects and records while offline.
How to enable offline access in Salesforce App?
From Setup, enter Offline in the Quick Find box, then select Salesforce Offline. To allow viewing data while offline, select Enable caching in Salesforce for Android and iOS. This option is automatically enabled the first time someone in your org installs either Salesforce for Android or Salesforce for iOS.
Do you need to enable caching in Salesforce App?
This option isn’t available if caching in the Salesforce app is disabled. Click Save. We strongly recommend leaving Enable caching in Salesforce for Android and iOS enabled. In addition to making cached data available offline, this setting also enables faster viewing of previously-accessed records and better overall performance.
How does a territory work in Salesforce.com?
Territories organize groups of accounts and the Salesforce users who work with those accounts. Territories are created based on territory types. The territory record shows assigned users, manually assigned accounts, the forecast manager, and rules that assign accounts automatically. A territory can have both parent and child territories.