how to change compact layout salesforce

^{How do I edit a compact layout in Salesforce?}

• From the Object Manager, enter Contact in the Quick Find box, then select Contact.
• From the Contact object management settings, go to Compact Layouts and click New.
• In the Field Label field, enter Mobile Contact Layout .
• Add the following fields to the layout: Name, Phone, Stage, Email.

What is compact layout in Salesforce?

A compact layout displays a record’s key fields at a glance in both the Salesforce mobile app and Lightning Experience. Creating and customizing compact layouts for objects isn't required for the Salesforce app, because system defaults are provided out of the box.

What is a custom page layout in Salesforce?

Page layouts aren't the only thing that you can use to customize how Salesforce data appears in a mobile environment. A compact layout displays a record’s key fields at a glance in both the Salesforce mobile app and Lightning Experience.

What is the default compact layout for a custom object?

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.

How do compact layouts help your users?

Describe how compact layouts help your users. Create a custom compact layout. What Do Compact Layouts Do? Compact layouts control which fields your users see in the highlights panel at the top of a record.

How do I change the default compact layout in Salesforce?

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.

How do I change the layout in Salesforce?

Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•

What is Salesforce 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.

How do I change the layout of Salesforce lightning?

The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.

How do I change the view in Salesforce?

Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.

How do I view different page layouts in Salesforce?

Another handy tip to access layouts is : open any record for the object you will notice "Edit Layout" link over top right side. This will allwo you to edit the current layout assigned to logged in user's profile, once you are on edit layout page you can access diffrent layout using drop down at top left side of UI.

How do I change primary compact layout?

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 restore compact layout?

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.

What is the difference between compact layout and page layout in Salesforce?

Hello Saloni gupta, Compact Layouts : 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 do I get to page layout editor in Salesforce?

For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts.

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 .

Why is compact layout not required?

Creating and customizing compact layouts for your objects isn’t required because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into record headers to help your mobile users get the information they need quickly.

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.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

How many fields can you add to a layout?

Add the following fields to the layout: Name, Phone, Stage, Email. 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.

Is Salesforce a CRM?

Well...yes. That’s part of what makes Salesforce such a flexible CRM platform. You can customize the appearance of so much stuff that we’re literally bursting at the seams with layouts. But don’t worry. Once you get comfortable with all the customization tools, you won’t even think about the terminology anymore.

Is the contact record page a minor change?

Ta-dah! The contact record page has some new key details. Sure, it’s a minor change. But that’s how the customization process works. All those little changes add up, and they make a world of difference to mobile users.

What happens if a user doesn't have access to one of the fields that you assign to a compact?

If a user doesn’t have access to one of the fields that you assign to a compact layout, the next field on the layout is used.

Can you override a compact layout?

If you have record types associated with an object, you can override the object’s primary compact layout and assign different compact layouts to some or all of the record types. Each record type can have only one compact layout assigned to it.

Why is compact layout not required in Salesforce?

Creating and customizing compact layouts for objects isn't required for the Salesforce app, because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into object record headers—and elsewhere—to help your mobile users get the information they need quickly.

How to get information quickly on a compact layout?

If you put the key fields that your mobile users need on the compact layout for an object, they can get that information quickly just by scanning the highlights area of the record page. As with page layouts, there are separate compact layouts for each object.

What is a page layout in Salesforce?

Page layouts aren't the only thing that you can use to customize how Salesforce data appears in a mobile environment. A compact layout displays a record’s key fields at a glance in both the Salesforce mobile app and Lightning Experience.

What is a field set in Salesforce?

A field set is a grouping of fields for an object. Creating field sets in Salesforce is an easy way to dynamically query fields and dynamically binding the fields to display field sets on your Visualforce pages which can save you a big chunk of time.

What fields are added to the layout?

Add the following fields to the layout: Name, Phone, Stage, Email.

What is a mini page layout?

Mini Page Layout is a layout defined from the existing “Page layout”. It is a subset of units existing in page layout. It is defined to show hover details when you mouse over a field on an object's detail page or in the Recent Item section of the sidebar.

What is compact layout in Salesforce?

Compact layouts also control how records display in the Salesforce mobile app. If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important.

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 .

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

What does Maria want to do when creating a custom object?

Maria wants to call attention to the most important fields on the object when her users view the audit records. Let’s make that happen by creating a custom compact layout for the Energy Audit custom object.

Is the compact layout the primary layout?

You can see that the System Default compact layout is assigned as the primary compact layout right now. We’re going to change that.