Edit a custom contact field 1. Click "Lists" on the left menu of your account. 2. Click the "Manage Fields" option on the Lists menu.
- 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 to select element immediately after hovered button in Salesforce?
Use CSS selector to select element that are placed immediately after hovered button. Thanks for contributing an answer to Salesforce Stack Exchange! Please be sure to answer the question. Provide details and share your research!
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 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 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 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 highlights panel?
0:003:31How to modify Opportunities highlights panel in Lightning Experience?YouTubeStart of suggested clipEnd of suggested clipHi this is device from Salesforce article comm today we will demonstrate how to modify anMoreHi this is device from Salesforce article comm today we will demonstrate how to modify an opportunity highlight panel in lightning. Experience first of all what is opportunity highlight banner
How many fields can be on a highlights panel in Salesforce?
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user 'know' the contact or easily access their contact information.
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 many fields can fit into 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.
What is the difference between record type and page layout in Salesforce?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
What is Summarylayout in Salesforce?
Controls the appearance of the highlights panel, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled.
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.
Monday, February 24, 2014
This will be gonna a simple blog post. Many users like this, when user hover mouse over a lookup field, Salesforce will show some information related to the lookup record in that little popup window. So, instead of click the field, just hover it and user will not lose that page.
Salesforce: Customize mouse Hover Lookup
This will be gonna a simple blog post. Many users like this, when user hover mouse over a lookup field, Salesforce will show some information related to the lookup record in that little popup window. So, instead of click the field, just hover it and user will not lose that page.