For Lightning UI: Click Setup | Objects and Fields | Object Manager | Select Object | Page Layout Once the above click path is selected: Select 'edit' for the page layout you wish to change the hover details for.
- From Setup, at the top of the page, select Object Manager.
- Select Case and then click Compact Layouts. ...
- Add the fields that you want displayed in the hover. ...
- Sort the fields by selecting them and clicking Up or Down.
What is a hover detail in Salesforce?
Hover details display an interactive overlay containing detailed information about a record when users hover the mouse over a link to that record in the Recent Items list on the sidebar or in a lookup field on a record detail page.
How to create a poll in Salesforce Mobile and lightning experience?
Drag Post to the Salesforce Mobile and Lightning Experience Actions section. Post allows users to post to the Article Feed. Drag Poll next to Post. Next, she sets up the Knowledge Detail section. The Title and URL name fields are already there and set as required. She adds one field. In the palette, click Fields.
How do I change the hover details for my page layout?
Select 'edit' for the page layout you wish to change the hover details for. At the top right of the page, in the blue bar just above the available fields, you will find the link labeled Mini Page Layout. Click the Mini Page Layout link to load a new page with two columns.
How to customize Salesforce Mobile and lightning experience actions?
Hover over the Salesforce Mobile and Lightning Experience Actions section. Click to customize the predefined actions. Drag Post to the Salesforce Mobile and Lightning Experience Actions section.
How do I change the hover in Salesforce?
Go to Opportunity > hover mouse to Account in Highlights Panel....To edit these settings follow the click path below:For Aloha Standard Objects: Click Setup | Customize | (Object you wish to edit) | Page Layout.For Aloha Custom Objects: Click Setup | Create | Objects | (Object you wish to edit) | Page Layout.More items...
Where a hover layout is edited in Salesforce?
Select 'edit' for the page layout you wish to change the hover details for. At the top right of the page, in the blue bar just above the available fields, you will find the link labeled Mini Page Layout. Click the Mini Page Layout link to load a new page with two columns.
How do I enable hover in Salesforce?
Do this by going to Setup, then typing User Interface in the Quick Find Box. Then, select User Interface. You'll be taken to a list of features. Check or uncheck the Enable Hover Details option, then click Save.
How do I use compact layout in Salesforce?
Create Compact LayoutsFrom the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. ... Sort the fields by selecting them and clicking Up or Down. ... Save the layout.More items...
How do I add a field to a hover in Salesforce?
To customize the title and fields displayed in the case hover, edit the case's compact layout.From Setup, at the top of the page, select Object Manager.Select Case and then click Compact Layouts. ... Add the fields that you want displayed in the hover. ... Sort the fields by selecting them and clicking Up or Down.More items...
How do I get the 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 compact layout in Salesforce?
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 enable and disable button in LWC?
you can do it by just using the attribute 'disabled' with the value false in the button tag .
How do I add a field to the highlight panel in Salesforce?
From the object management settings for cases, go to Page Layouts. next to a layout and choose Edit detail view. icon appears, then click it. On the Highlights Panel Properties page, click a box to edit the fields in it.
How do I edit compact layout?
Assign the Compact Layout to UsersClick Compact Layout Assignment.Click Edit Assignment.In the Primary Compact Layout dropdown list, select Mobile Contact Layout.Click Save . Tip If an object has more than one record type, you'll see a Record Type Overrides section when you select the primary layout.
What is the difference between compact layout and mini page layout?
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. Mini Pagelayout : A mini page layout contains a subset of the items in an existing page layout.
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).
Create a Page Layout for Readers
Article readers and article authors perform different actions and see different fields on a knowledge article, so Maria must create different page layouts for these users. She creates the page layout for readers first. Let’s follow along and see what she does.
Add Actions and Fields
Maria keeps the palette open and consults the list she made with Ada. She’s going to set up the page layout section by section: actions readers can perform, article information, article details, and article properties.
Create Custom Fields
Maria has set up everything she can using the fields in the palette. On to creating custom fields for the Article Details section.
Create a Page Layout for Authors
The Procedure - Author and Procedure - Reader page layouts are similar. But the authors page has some different actions and an extra field for internal notes. The Internal Notes field is available only to agents who can author articles. Maria creates the Procedure - Author page layout from the existing Procedure - Reader layout.
Create and Assign a Record Type for Procedures
Maria has created two different layouts—one for readers and one for authors. Now she creates a record type to show the correct page layout to the correct users. How does she know which users are which? By their profiles. Customers see the Procedure - Reader page layout. Agents see the Procedure - Author page layout.
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.
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.