How to Create Briefcase Builder in Salesforce

In this Salesforce tutorial, we will learn how to create a briefcase builder in Salesforce. Also, we will understand the steps of creating a briefcase builder in Salesforce Lightning.

The briefcase builder usually refers to a tool or functionality that permits the users for building elements of their salesforce platform such as custom objects, user interface, and workflows.

It also involves functions such as uploading and sharing documents, organizations, and other business processes. We can use the briefcase builder as a briefcase and select important information we need to integrate. Assign the user and teams to the briefcase and activate it when required.

While working with an organization that uses Salesforce, I got a task where I needed to create a briefcase builder in Salesforce. To fulfill this requirement I use the briefcase builder object that is present under the Feature settings under the Service and offline option.

So after looking at the multiple solutions, I found a solution that helped me to create a briefcase builder in Salesforce. If you want to learn how to create a briefcase builder in Salesforce Lightning you have come to the right place.

The following are the topics that we will cover in this salesforce tutorial:

• Briefcase builder in Salesforce
• How to create a briefcase builder in Salesforce Lightning

Briefcase builder in Salesforce

In Salesforce briefcase builder is defined as a tool or functionality that allows the user for creating or managing documents or files within their Salesforce instance. It is also a moving container that is used to take important documents.

This briefcase builder usually refers to a tool or functionality that permits the users for building elements of their salesforce platform such as custom objects, user interface, and workflows.

This briefcase builder also involves functions such as uploading and sharing documents, organizations, and other business processes.

It helps the users to choose and share the records offline. It allows us to make a simple offline platform experience. It also helps us to ease user work once they are offline.

We can use the briefcase builder as a briefcase and select important information we need to integrate. Assign the user and teams to the briefcase and activate it when required.

In this way, we have learned about creating a briefcase builder in Salesforce. Now, let’s move further and see how to create a briefcase builder in Salesforce. We will explore both the salesforce experiences: Salesforce Lightning and Salesforce Classic.

How to create a briefcase builder in Salesforce Lightning

Here we are creating a briefcase builder in Salesforce Lightning. If you want to learn how to create a briefcase builder in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

Step-2: After clicking on the setup option, the setup page is open. Enter a briefcase builder in the Quick Find Box and the briefcase builder object comes at the top. Click on the briefcase builder. And these briefcase builders are present under the offline object.

Step-3: After clicking on the briefcase builder, the briefcase builder page is open. On this page, there is a new briefcase button that is present at the top right corner or the bottom of the briefcase builder page. Click on the new briefcase button.

Step-4: After clicking on the new briefcase button, the new briefcase dialogue box is open. Under this dialogue box, we need to enter the complete information.

First, fill in the name here we are filling in the name as account briefcase then fill in the developer name, and this developer name is automatically filled after clicking on the developer name field, and after that fill in the description if you want to fill otherwise leave the field empty, and after that click on the next button that is present at the bottom right corner of the new briefcase page.

Step-5: After clicking on the next button, the next page of the new briefcase is open and there is no item present. The page is empty. Here we can specify the records that the user can view offline.

So, firstly we need to add some objects, there is an object rule option present at the left sidebar. On this object rule option, there is a plus icon. Click on the plus icon to add the object to the briefcase builder page.

Step-6: After clicking on the plus icon, here we can add the accounts object. After adding the account object, the account object is shown. Now we want to add a filter.

Firstly choose filter by option from the drop-down list here we are selecting the account name and then add the criteria which are equal after that enter the value as GenePoint and then click on the next button.

Step-7: After clicking on the next button, now add the assignments and select the users and groups who can view the briefcase. Select the available users you want to add or you can also enter the name of the user in the serach box and then select the user and the user can add. Here we can add three users Dr. Velda Hegmann, Integration User, Mr Myron Jacobson IV, and then click on the next button.

Step-8: After selecting the account briefcase user, here we are adding the apps these apps are associated with the briefcase. If you want to add the app click on the drop-down arrow, the drop-down list is open select one of the options and then search the apps else you leave the columns empty.

After that click on the activate button that is present at the bottom right corner of the account briefcase page.

Step-9: After clicking on the activate button, the account briefcase is created successfully. Under this account briefcase, the active records are 500 out of 50000 maximum.

In this way, we understand how to create a briefcase builder in Salesforce Lightning.

Conclusion:

Here we have learned about creating a briefcase builder in Salesforce. We have also discussed how to create a briefcase builder in Salesforce.

In this, we conclude that the briefcase builder helps the users to choose and share the records offline. It allows us to make a simple offline platform experience. It also helps us to ease user work once they are offline.

Moreover, we have learned that Salesforce Lightning gives a simple and easy way to determine how to create a briefcase builder in Salesforce.

In addition to this, the following are the topics that we have discussed in this blog:

• Briefcase builder in Salesforce
• How to create a briefcase builder in Salesforce Lightning

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