Slaesforce FAQ

can we edit the contacts columns in salesforce lightning

by Carey Murray Published 2 years ago Updated 2 years ago
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In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.Jul 20, 2017

How do I edit a form in Salesforce Lightning?

Use the lightning-record-edit-form component to create a form that's used to add a Salesforce record or update fields in an existing record on an object. The component displays fields with their labels and the current values, and enables you to edit their values.

How do I customize the contact page layout in Salesforce?

Customizing the Page Layout; is similar to updating Page Layouts in Salesforce Classic. To begin to customize your Contact Page, you'll first need to be using the 'Lightning Experience'. You can switch by selecting the 'Switch to Lightning Experience' link. Navigate to the Contact tab in your Org.

How do I edit fields in a Salesforce record?

Use the lightning-record-edit-form component to create a form that's used to add a Salesforce record or update fields in an existing record on an object. The component displays fields with their labels and the current values, and enables you to edit their values. lightning-record-edit-form supports the following features.

How do I edit the field values programmatically in Lightning-record-edit-form?

If you use an HTML button element within lightning-record-edit-form, the default is type="submit". When you submit the form, the component fires the custom events in this order. You can edit the field values programmatically using the onsubmit event handler or selectively handle any of the custom events. See Overriding Default Behaviors.

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How do I edit columns in Salesforce lightning?

In the far right of the Search Results column, click arrow icon and select Edit. To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove.

How do I change related list columns in Salesforce lightning?

Customize Related ListsAccess the page layout editor.To edit a related list, double-click its tab. ... Select which fields to include in the related list, define the order in which the fields display, and select the record sort order. ... If desired, select other page layouts to apply your related list customizations to.More items...

How do I change a contact field in Salesforce?

Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.

How many fields columns can be displayed on a customizable related list?

10 fieldsYou can include up to 10 fields per related list.

How do I add more columns to a related list in Salesforce lightning?

In Lightning, go to Setup then Object Manager and find the object on which the related list based. Drill down on the object name and select Search Layouts and then Search Results, click dropdown and select Edit. Add the columns you want (move from Available to the Selected fields), arrange their sequence and Save.

How do I edit related list quick links in Salesforce lightning?

To Add Related List Quick Links to the Page Layout:On the right hand of the screen, under Lightning Components, find Related List Quick Links.Click and drag the component to the Page Layout screen. It can be placed in the Side Bar or in the heading.

How do I create columns in Salesforce?

To add a column, double-click the additional field from the Fields pane, and reorder the columns if you want to. To remove a column, click the column and select Remove Column.

How do I rearrange fields in Salesforce?

Edit Page Layout to Rearrange Fields in Salesforce EssentialsClick on the gear icon in the top right corner.Click Setup.Click the Object Manager tab.Select the object that you would like to make a change to.In the left navigation click Page Layouts.Navigate to the page layout that you would like to update.More items...

How do I create a custom field in Salesforce lightning?

Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...

How do I edit a column in Salesforce?

To edit a column:Double-click the column cell in the data table.Select the field to display. ... Select the display type. ... To create a hyperlink, select Add a hyperlink . ... Select the link type. ... Optionally, enter a tooltip by selecting the required field or clicking Customize to add custom text.More items...

How do I change columns in list view in Salesforce?

To add columns to the Recently Viewed list, select one or more fields from Available Fields and click Add. To remove columns, select one or more fields from Selected Fields and click Remove. Order columns by selecting one or more fields from Selected Fields and clicking Up or Down. Click Save.

How many columns can you have in related list Salesforce?

tenSalesforce has set a limit of ten (10) as the maximum number of columns that can be added a single related list.

What is lightning record edit form?

lightning-record-edit-form implements Lightning Data Service and doesn't require additional Apex controllers to create or update record data. This component also takes care of field-level security and sharing for you, so users see only the data they have access to. For more information, see Lightning Data Service.

What is the default type of lightning button?

The default type on lightning-button is button, which does nothing unless you include an onclick handler. If you use an HTML button element within lightning-record-edit-form, the default is type="submit". When you submit the form, the component fires the custom events in this order.

How to enable record editing?

To enable record editing, pass in the ID of the record and the corresponding object API name to be edited. Specify the fields you want to include in the record edit layout using lightning-input-field. For more information, see the lightning-input-field documentation.

What is the display density setting in Salesforce?

In the Salesforce user interface, the Display Density setting lets users choose how densely the content is displayed. The Comfy density shows labels on top of the fields and more space between page elements. Compact density shows labels next to the fields and less space between page elements.

How to display all fields as read only?

To display all fields as read-only, use the lightning-record-form component with mode="readonly" or the lightning-record-view-form component instead of lightning-record-edit-form. To understand the different use cases, see Work with Records Using Base Components.

Problem Definition

We are struggling to get users to convert to Lightning. They don’t like the way the information is organized in Lightning by default – too much white space and the most important data, i.e., Activities, are not front and center.

Solution

A three-column page layout which has Details on the left, Activities in the middle and Related Lists on the right. This page layout minimizes white space and allocates more space for Activities which are the most important information in the record.

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