- Click 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. For this example we will be using the Account object.
- Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).
How do I edit a highlight panel in Salesforce?
Navigate and select the object you want to edit the highlights panel on. For this example we will be using the Account object. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable). Click to see full answer. Correspondingly, what is highlight panel in Salesforce?
How do I add fields to a page layout in Salesforce?
Navigate to Setup | Customize | Opportunity | Page Layouts. Click 'Edit' on the layout you want to edit. Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window. How do you add fields to highlight Panel lightning? Click on the Gear icon and choose Set Up.
How do I add fields to highlight panel Lightning?
Double-click the 'Products' related list and set your fields and order. Click 'Save' on both the pop-up window and the Page Layout edit window. How do you add fields to highlight Panel lightning? Click 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.
How many fields can be included in the page highlights panel?
You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information.
What is a Salesforce Highlights panel?
The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance. To configure a highlights panel, edit any page layout.
Where is the highlights panel in Salesforce?
The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance. To configure a highlights panel, edit any page layout.
How do I add a button to the highlight panel in Salesforce?
Follow below steps to place more action buttons in highlight panel.Step: 1 Click on gear icon at top right. Click on Edit Page.Step: 2 Click on Highlight panel section and in right side we see a number field (highlighted in below image). ... Step: 3 Click on Save. ... Note:
How do you remove buttons from highlights panel lightning?
What you do is following. Go to page layout of said object. Remove from Mobile and Lightning actions all actions. Once removed you should not see any buttons in said highlight panel.
How do I edit a 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 many fields are visible in compact layout?
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.
How do I remove a button from the highlight panel in Salesforce?
Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button. Click Save.
How do I add a custom button in Salesforce?
First of all, make sure you have the proper permissions to create a custom button in Salesforce. Next navigate to Setup > Customize > [Select Object in question, e.g., Opportunities ] > Buttons, Links, and Actions. Next, select the New Button or Link button at the top of the page. Add the button label and name.
How do I make a custom button?
Create a Custom Detail Page ButtonFrom Setup, click Object Manager, then click Account.Click Buttons, Links, and Actions, then click New Button or Link.Name the button Map Location .Select Detail Page Button.Click Save, then click OK. ... Click Page Layouts, then click Account Layout.More items...
How do I update the highlights panel?
Customize the Highlights Panel in Case FeedFrom the object management settings for cases, go to Page Layouts.In Page Layouts for Case Feed users, click. ... Hover your mouse pointer over the Highlights Panel until the. ... On the Highlights Panel Properties page, click a box to edit the fields in it.More items...
How do I edit fields in Lightning record page?
From the object management settings for Test Score, go to Record Types. Click on a Record Type, and then edit the Subject Area field. Choose the Subject Area values that you want available with the record type. Save your changes.
How many fields can be on a highlights panel in Salesforce?
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user 'know' the contact or easily access their contact information.
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.
