Slaesforce FAQ

how to delete compacy layout salesforce

by Durward Herzog PhD Published 2 years ago Updated 1 year ago
image

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. Thanks for contributing an answer to Salesforce Stack Exchange!

Full Answer

What is the default compact layout for record types in Salesforce?

If you don’t set any record type overrides, all record types use the object’s primary compact layout by default. To find out more about compact layouts and record types, see "Assign Compact Layouts to Record Types" in Salesforce Help.

How do compact layouts work?

Here are a few more more tidbits about how compact layouts work. 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. Removing a field from a page layout doesn’t remove it from the object’s compact layout. The two layout types are independent.

Where can I find more about compact layouts and record types?

To find out more about compact layouts and record types, see "Assign Compact Layouts to Record Types" in Salesforce Help.

Who can delete the page layout component of a package?

Only the user who installed the package or the user who has a subscription to the package can only delete the page layout component. Also, please check if Create App Exchange permission is enabled for the user who is deleting the component.

image

Can we delete 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.

How do I change 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 delete a page layout in Salesforce?

To delete a Page Layout:Go to System Settings > Objects and Fields.Click the object that contains the layout you want to delete.From the Object Management list, select Page Layouts.Click the three dots on the right and select Delete This Layout.Select a replacement layout from the dropdown.More items...

What is compact page 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 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 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 delete a page in layout?

To delete a page in a page layout document, you select the page thumbnail in the sidebar. Delete a page in a word-processing document: Select all the text and objects on the page (or multiple pages), then press Delete on your keyboard until the page disappears.

How do I remove a section from a page layout in Salesforce?

Then edit the Home Page Layout Components:Click on: Setup| Customize| Home| Home Page Layouts| Click on the Page Layout necessary | Edit.Uncheck the "Create New..." checkbox in the "Select Narrow Components to Show" section.Click "Save"

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...•

How many fields can you have on a 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. The record highlights section in Lightning Experience uses the first seven fields on the compact layout.

How do I change mobile layout in Salesforce?

Click Compact Layout Assignment. Click Edit Assignment. In the Primary Compact Layout dropdown list, select Mobile Contact Layout. Click Save .

How many fields can fit into a compact layout Salesforce?

10 fieldsIn Salesforce classic, the compact layouts allow up to 10 fields.

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9