- 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.
- From 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.
What is compact layout in Salesforce mobile?
Compact Layouts When you open a record in the Salesforce mobile app, you see highlights about that record in the header of the page. 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.
How to create partner account layout in Salesforce?
Create a new account layout called Partner Account Layout by cloning the default account layout. Click Page Layouts, then click New. Select Account Layout from the Existing Page Layout picklist. Enter Partner Account Layout as Page Layout Name.
How do I assign a compact layout to a user?
Here’s something to keep in mind: Unlike with page layouts where you can assign a different layout to each profile, one compact layout is applied to all users. Click Compact Layout Assignment. Click Edit Assignment. In the Primary Compact Layout dropdown list, select Mobile Contact Layout . Click Save .
How do I create a compact layout in AutoCAD?
Step 1: From Setup, I go into the object manager and select Guest. Step 2: In my Guest object, I scroll down to find compact layouts. I click New to create a new layout. Step 3: I give my new compact layout a label, name, and then select which fields I want to display.
How do I create a custom opportunity compact layout?
Step 1: Create a Compact LayoutIn Setup mode, select Build > Create > Objects.Click the Expense link.In the Compact Layouts section, click the New button.Specify Expense Compact Layout as the Label.Specify Expense_Compact_Layout as the Name.Add Expense Id, Category, Expense Date, and Amount to the Selected Fields list.More items...
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.
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).
How many fields can be on a 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.
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.
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 the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
Which part of a record page is customized using a compact layout?
The highlights panelThe highlights panel contains key record fields and is the only part of a record page that you can't customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.
What is the use of Minipage layout?
A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout.
How do I deploy compact layout assignment?
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.
Which of the field is supported in compact layout?
A compact layout must contain at least one field. Don't make the primary field a lookup field. Doing this could result in navigation issues in Lightning Experience and the Salesforce mobile app. Removing a field from a page layout doesn't remove it from the object's compact layout.
How do I delete a compact layout in Salesforce?
You can delete the custom compact layout by using the delete button on the layout page. In your case, You have created a custom compact layout and it can be deleted. Note:-Default compact layout cannot be deleted.
Introduction
Noah Larkin, AW Computing’s VP of Services, is concerned that his Consulting team uses accounts to record details of consulting partners, but some of the fields they see are not applicable to their partner accounts—he would like all sales-related information removed.
Create Page Layouts
Begin by modifying the default account page layout to display sales region and support plan information in separate sections.
Verify Step
You’ll be completing this project in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
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.
Follow Along with Trail Together
Introduction
- Noah Larkin, AW Computing’s VP of Services, is concerned that his Consulting team uses accounts to record details of consulting partners, but some of the fields they see are not applicable to their partner accounts—he would like all sales-related information removed. Allison Wheeler also contacted you with a request. She's concerned that the new account fields appear …
Create Page Layouts
- Begin by modifying the default account page layout to display sales region and support plan information in separate sections. 1. From Setup, click Object Manager and select Account. 2. Click the Page Layouts link, then click New. 3. Select Account Layoutfrom the Existing Page Layout picklist. 4. Enter Customer Account Layoutfor Page Layout Name. Le...
Assign The Layouts
- Assign the Customer Account Layout to the appropriate record type. 1. Navigate back to Object Manager and click Account. 2. Click Page Layouts. 3. Click the Page Layout Assignmentbutton. 4. Click Edit Assignment, then complete the assignment screen. 5. Click the top of the Customer Accountcolumn. This should highlight the entire column. 6. Select Customer Account Layoutas …