how to make a custom compact layout the primary salesforce

Step 1: Create a Compact Layout In Setup mode, select Build > Create > Objects Click the Expense link In the Compact Layouts section, click the New button

Full Answer

How to create custom formula in Salesforce?

creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click new => Formula. Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 + S3) /3. Go to detail view of the object.

How to create a custom field in Salesforce?

• Field Label: Type
• Field Name: Type
• Values: Select Enter values, with each value separated by a new line
• Enter the following values: Website Blog Event Podcast Group Job Other
• At Required, select Always require a value in this field in order to save a record.

How to create custom field mapping in Salesforce?

• In the Donor Survey row, click the menu arrow () and select View Field Mappings.
• Click Create New Field Mapping.
• Find and select Donor Survey Status (Donor_Survey_Status__c) as the source.
• Find and select Status (Status__c) as the target.
• Click Save.

What are the types of custom settings in Salesforce?

Note

1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
3. Replace Apex Code with SOQL Queries

How do I assign a compact layout to my profile?

Each record type can have only one compact layout assigned to it.From the management settings for the object that you want to edit, go to Compact Layouts. ... Click Compact Layout Assignment.Select a compact layout to use as the primary compact layout for this object.More items...

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 many fields can be on a compact layout Salesforce?

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.

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.

What is the difference between compact layout 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 do you create a compact layout for the Opportunity object?

0:533:32Salesforce :: Admin Beginner :: Lightning Experience CustomizationYouTubeStart of suggested clipEnd of suggested clipSo we will quickly move on to the playground. And the playground we need to go to object manager.MoreSo we will quickly move on to the playground. And the playground we need to go to object manager. And we need to search for the opportunity object here it is we'll go to the compact layouts. And here

Which of the field is supported in compact layout?

Compact Layouts It can have a maximum of 10 fields. Compact layouts support all field types except text area, long text area, rich text area, and multi-select picklist.

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).

Which part of a record page is customized using a compact layout?

The highlights panelThe highlights panel contains key record fields and is the only part of a record page that you can't customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.

What is the difference between a page layout and a lightning page?

Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility. The structure of a Lightning page adapts for the device it's viewed on.

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 .

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.

Does D'Angelo have a compact layout?

D’Angelo already took care of the compact layout for the property object, but he’s not done customizing his record headers yet. He also wants to improve the appearance of the contact detail page, so he’ll create a compact layout for the contact object. Then brokers can get information about prospective buyers as fast as possible.

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.