how to edit highlight panel in salesforce

How do I change the highlight panel in Salesforce 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. 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 to display highlights panels in a console in Salesforce classic?

To display highlights panels in a console, you must turn them on. Edit any page layout and click Layout Properties. Check Highlights Panel, and click OK. Click Save Configure Highlights Panels for a Console in Salesforce Classic

How do I edit a highlights panel?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists. If the fields you want to add aren't listed, you must first add them to the detail page layout.

How can I see my highlights panels on a console?

If you want to see your highlights panels on a console, just turn them on. Remember to click the “Save” button before leaving a page layout. Otherwise, none of the changes you have made on the highlights panels will be kept.

How do I customize the highlights panel of the case feed?

Customize the Highlights Panel Configure the Case Feed Publisher Case Feed View Layouts Feed View Settings Add the Attachment Component Add Case Experts Rename Actions and Feed Filters Customize Feed Filters Add Functionality to the Case Feed Add Custom Actions Add Custom Components Add Actions as Console Components Email Drafts

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).

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 highlight panel in page layout in Salesforce?

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 remove a button from the highlight panel in Salesforce?

Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button. Click Save.

How do you remove buttons from highlights panel lightning?

What you do is following. Go to page layout of said object. Remove from Mobile and Lightning actions all actions. Once removed you should not see any buttons in said highlight panel.

How do I edit 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 view the highlights panel in Salesforce?

To display highlights panels in a console, you must turn them on. Edit any page layout and click Layout Properties. Check Highlights Panel , and click OK.

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 add a list view in Salesforce?

Create a Custom List View in Salesforce ClassicClick Create New View at the top of any list page or in the Views section of any tab home page. ... Enter the view name. ... Enter a unique view name. ... Specify your filter criteria. ... Select the fields you want to display on the list view. ... Click Save.

How do I hide a button in Salesforce?

In the Salesforce Mobile and Lightning Experience Actions section, modify the buttons as necessary. To hide buttons, drag them to the palette. To add buttons, drag them from the palette to the Salesforce Mobile and Lightning Experience Actions section. Click Save.

Can you remove follow button Salesforce?

you cannot remove the Follow button from the page layout. If Feed Tracking is ON for the object, users can Follow the record. The only way to remove the button is to turn off Feed Tracking for that object under Setup > Feed Tracking.

How do I add quick action to layout?

From Setup, click the Object Manager tab. Select Cases, and then open the Case Page Layouts setup page. Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout.

How to remove fields from highlights panel?

You may remove fields. Click the column you want to remove. Then select “None”. Click the “Add Column” button if you need to add a column. To remove a column, just hover over that column and click the “x” mark. Before leaving the highlights panels, click OK.

What permissions are needed to edit a page?

To edit a page’s layout, two types of permissions are needed. One is the “Customize Application” permission and at least one of these two permissions: “Sales Console” or “Service Cloud” permission.

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.