Slaesforce FAQ

how to create highlight panel in salesforce lightning

by Prof. Betty Murray DDS Published 3 years ago Updated 2 years ago
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  • 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).

Full Answer

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 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 do I edit the highlights Panel on an object?

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 do I create a compact layout in Salesforce?

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? The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console.

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How do I configure the highlight panel in Salesforce lightning?

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).

Where is the highlights panel in Salesforce lightning?

The highlights panel appears at the top of the feed detail views and shows the most important information about a case. Edit the highlights panel to include the fields that are most important for your support agents.

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:

What is a panel highlight?

Panel coloring takes highlights or lowlights to the next level by creating blocks or panels of color that are larger than the thin strands using colored during those processes. Panel coloring can be carried out in several different ways in order to achieve different looks.

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.

How do I create 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 do I create a custom button in Salesforce lightning?

Add the custom action to page layout Go to Page Layout related list. Select the edit option. Select Salesforce1 and Lightning Experience Actions from the panel. Drag and drop your custom button to the Salesforce1 and Lightning Experience Actions section. Click Save.

How do you add a button in lightning component?

1:092:29Salesforce - How to Add Button in Lightning Component - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd we are going to use ui. Then button and then have some label for it. And then we are going toMoreAnd we are going to use ui. Then button and then have some label for it. And then we are going to have some take something like submit okay and then close the tag. Okay now that we have added our tag

How do I add a button to Salesforce Mobile and lightning experience actions?

Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.

How do you do highlights on a panel?

5:1928:17How to Slice Highlights// Chunky Blond Weave Tutorial - YouTubeYouTubeStart of suggested clipEnd of suggested clipI just make a little crease and stick my comb in and then I push it right against where theMoreI just make a little crease and stick my comb in and then I push it right against where the conditioner is and make it nice and tight. And then you're gonna take the lightener.

How do you do section highlights?

1:488:074 Different Foil Placement Techniques & Effects by Mirella ManelliYouTubeStart of suggested clipEnd of suggested clipIf you want to create lots of Blondin blending. And brightness. You will want to take smallerMoreIf you want to create lots of Blondin blending. And brightness. You will want to take smaller subsections. If you want to create a very natural effect or higher contrast with a deeper background.

How do highlights work?

Highlights are simply pieces of hair that are lighter than your natural color, explains Redken Artist George Garcia. If your base color is brown, you can add highlights that are a lighter brown, or even have brown hair with blonde highlights. For blondes, blonde highlights incorporate lighter blonde shades.

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.

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