how to add compact layout in salesforce

• In Setup, click Create | Objects. Merchandise is a custom object. ...
• Click the Merchandise object name.
• Scroll down to the Compact Layouts related list and click New.
• In the Label field, enter Customized Compact Layout.
• Select these fields for the compact layout, then click Add. When on site, these are the most important fields for our mobile technicians to see. ...
• Using the Up or Down buttons, adjust the list so that the fields are in this order: Merchandise Name, Quantity, Condition, Price.
Click Save. Now we need to set our compact layout as the primary.
Click Compact Layout Assignment. You can see that the primary compact layout is set to the System Default here. We need to change that.
Click Edit Assignment.
Select the compact layout we just created to use as the primary compact layout.
Click Save.

Full Answer

What is a compact layout in Salesforce?

Compact layouts control which fields users see in the highlights panel at the top of a record. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Compact layouts also control how records display in the Salesforce mobile app.

How to create a compact layout for an object?

We have separate compact layouts for each object. Example : In this case we will create a compact layout for the Contact object. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Click Save. It shows the name of the layout and a list of fields to display. Click Compact Layout Assignment . Then Edit Assignment.

How to create a mini page layout in Salesforce?

We can access a mini page layout from the existing page layout. The mini page layout defines the hover details that display when we mouse over a field on an object’s detail page or in the Recent Items section of the sidebar. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout.

How do I assign a compact layout to a contact?

Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Click Save. It shows the name of the layout and a list of fields to display. Click Compact Layout Assignment .

How do you add compact layout in Lightning record page?

Customizing the Lightning Highlights PanelClick on the Gear icon and choose Set Up. Then click on the Object Manager.Navigate and select the object you want to edit the highlights panel on. ... Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

Where is the compact layout used in Salesforce?

Compact layouts display a record's key fields at a glance in both Salesforce1 and Lightning Experience. In the full Salesforce site, a compact layout determines which fields appear in the Chatter feed item that appears after a user creates a record with a quick action.

How many fields can we add in compact layout Salesforce?

ten fieldsUp to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app. The record highlights section in Lightning Experience uses the first seven fields on the compact layout.

How do I deploy compact layout assignment in Salesforce?

Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to which you want to assign a compact layout. If you don't have record types set for the object, you won't see this section.

How do you create a compact layout for the Opportunity object?

0:533:32Salesforce :: Admin Beginner :: Lightning Experience CustomizationYouTubeStart of suggested clipEnd of suggested clipSo we will quickly move on to the playground. And the playground we need to go to object manager.MoreSo we will quickly move on to the playground. And the playground we need to go to object manager. And we need to search for the opportunity object here it is we'll go to the compact layouts. And here

How do I enable mini page layout in Salesforce?

From the object management settings for the object whose page layout you want to edit, go to Page Layouts. Next to a page layout name, click Edit. In the page layout header, click Mini Page Layout. Select which fields and related lists will be displayed for this type of record in the mini view.

What is the use of compact layout?

A compact layout displays a record's key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.

What is a mini page layout and compact layout?

Compact layout: The fields that will be shown on the highlights panel of a record page. Minipage layout: The fields that will be shown when hoovering over the record name from a related object.

What is Summarylayout in Salesforce?

Controls the appearance of the highlights panel, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled.

How do I assign a compact layout?

How to Assign Compact Layouts to Record TypesFrom the management settings for the object that you want to edit, go to Compact Layouts. ... Click Compact Layout Assignment.Select a compact layout to use as the primary compact layout for this object.More items...

How do I restore compact layout in Salesforce?

Compact layout can be retrieved using objectname . compact layout name api as shown below. here oppcompact is compact layout name. Compact layouts are defined as part of the custom object, standard object, or external object definition.

How many fields can you include in a compact layout?

You can include up to 10 fields, including the Name field. Not all fields appear in the list. Compact layouts don’t support text areas, long text areas, rich text areas, or multi-select picklists. Sort the fields by selecting them and clicking Up or Down .

How many fields can you assign to a Salesforce record?

Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area.

Does D'Angelo have a compact layout?

D’Angelo already took care of the compact layout for the property object, but he’s not done customizing his record headers yet. He also wants to improve the appearance of the contact detail page, so he’ll create a compact layout for the contact object. Then brokers can get information about prospective buyers as fast as possible.

How To Set Up Compact Layouts in Lightning

Now, let’s go through how to set up compact layouts in Lightning so you can do this yourself. I’m going to create a compact layout for my Guest object in my Wedding app so that I can see the most important info at the top of each Guest record page.

Lightning vs. Classic

In Classic, compact layouts were only used for Salesforce1 mobile experience. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. The rest of the details are below, so users can still scroll down to see all the fields for the object.

What Do Compact Layouts Do?

Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.

Example

Here’s a sample compact layout edit page for the Account object. It shows the name of the layout and a list of fields to display.

Create a Compact Layout

When you create a custom object, it’s automatically assigned to a system default compact layout, which has only one field on it: the object name. Maria wants to call attention to the most important fields on the object when her users view the audit records.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.