You can change the Dashboard hover details using this method : Dashboards>>Select your dashboard>>Click on Edit Component>>On the X-Axis, Click on Group>>Enter your required field to be added>>Click on Save. Hope this helps.
- 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.
What determines the fields displayed in the hover details?
The fields displayed in the hover details are determined by the record's mini page layout. This option is enabled by default. Hit Kudos [Star Aside this Post] if this provides you with useful information and if this is what you where looking for then please mark it as a solution for other benefits. Thank You . Can u explain ?
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.
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 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 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 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.
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 difference between compact and 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 a button in highlights panel?
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 I add a list view in Salesforce?
Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.
What is the use of highlights panel in page layout in Salesforce?
In Salesforce Classic, 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 many fields we can show in compact layout in 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.
What is mini layout in Salesforce?
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.
How do I change my page layout in lightning?
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...•