How do I edit a compact layout in Salesforce?
- From the Object Manager, enter Contact in the Quick Find box, then select Contact.
- From the Contact object management settings, go to Compact Layouts and click New.
- In the Field Label field, enter Mobile Contact Layout .
- Add the following fields to the layout: Name, Phone, Stage, Email.
- 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.
How do I create a compact layout in Salesforce?
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. Tip Put the object's Name field first to provide context for your users when they view a record. Click to see full answer.
What is a custom page layout in Salesforce?
Page layouts aren’t the only thing that you can use to customize how Salesforce data appears in a mobile environment. A compact layout displays a record’s key fields at a glance in both the Salesforce mobile app and Lightning Experience.
How do compact layouts help your users?
Describe how compact layouts help your users. Create a custom compact layout. What Do Compact Layouts Do? Compact layouts control which fields your users see in the highlights panel at the top of a record.
How do I add a field to a compact layout?
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. Tip Put the object's Name field first to provide context for your users when they view a record. Click to see full answer. Likewise, how do I add a field in compact layout?
How do I change the default compact layout in Salesforce?
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 custom 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 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...•
Where is the compact layout used in Salesforce?
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 change primary compact layout?
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 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 create and edit page layouts in SalesForce?
Create Page LayoutsFrom Setup, click Object Manager and select Account.Click the Page Layouts link, then click New.Select Account Layout from the Existing Page Layout picklist.Enter Customer Account Layout for Page Layout Name. ... Click Save.More items...
How do I customize a field layout in SalesForce?
1:318:38How to create and edit page layouts in Salesforce | (On viewer's request)YouTubeStart of suggested clipEnd of suggested clipSection that we are getting on the left hand side and wanna click on the page layout that we want toMoreSection that we are getting on the left hand side and wanna click on the page layout that we want to edit. So there are five page layouts in here I want to edit the account layout. Now here is the
When you modify page layouts you can?
When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.
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.
How do I add a compact layout to a lightning 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 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 .
What is a field set in Salesforce?
A field set is a grouping of fields for an object. Creating field sets in Salesforce is an easy way to dynamically query fields and dynamically binding the fields to display field sets on your Visualforce pages which can save you a big chunk of time.
What fields are added to the layout?
Add the following fields to the layout: Name, Phone, Stage, Email.
What is a mini page layout?
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 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 .
Why is compact layout not required?
Creating and customizing compact layouts for your objects isn’t required because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into record headers to help your mobile users get the information they need quickly.
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.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
How many fields can you add to a layout?
Add the following fields to the layout: Name, Phone, Stage, Email. 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.
Is Salesforce a CRM?
Well...yes. That’s part of what makes Salesforce such a flexible CRM platform. You can customize the appearance of so much stuff that we’re literally bursting at the seams with layouts. But don’t worry. Once you get comfortable with all the customization tools, you won’t even think about the terminology anymore.
Is the contact record page a minor change?
Ta-dah! The contact record page has some new key details. Sure, it’s a minor change. But that’s how the customization process works. All those little changes add up, and they make a world of difference to mobile users.
What happens if a user doesn't have access to one of the fields that you assign to a compact?
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.
What happens if you don't set any record type overrides?
If you don’t set any record type overrides, all record types use the object’s primary compact layout by default.
Can you override a compact layout?
If you have record types associated with an object, you can override the object’s primary compact layout and assign different compact layouts to some or all of the record types. Each record type can have only one compact layout assigned to it.
What is compact layout in Salesforce?
Compact layouts also control how records display in the Salesforce mobile app. If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important.
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 .
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
What does Maria want to do when creating a custom object?
Maria wants to call attention to the most important fields on the object when her users view the audit records. Let’s make that happen by creating a custom compact layout for the Energy Audit custom object.
Is the compact layout the primary layout?
You can see that the System Default compact layout is assigned as the primary compact layout right now. We’re going to change that.
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.
What happens if you don't create a compact layout?
If you don’t create custom compact layouts, records display using a read-only, predefined system default compact layout. Once you create custom compact layouts, you can set one as the primary compact layout for the object.
Does the merchandise object have a compact layout?
Currently, the Merchandise object uses its system default compact layout, which only has the Merchandise Name field assigned. Here’s what our iPhone 4 record looks like in Salesforce1: