how to make compact layout primary in salesforce

• In Setup, click Create | Objects. Merchandise is a custom object. ...
• Click the Merchandise object name.
• Scroll down to the Compact Layouts related list and click New.
• In the Label field, enter Customized Compact Layout.
• Select these fields for the compact layout, then click Add. When on site, these are the most important fields for our mobile technicians to see. ...
• Using the Up or Down buttons, adjust the list so that the fields are in this order: Merchandise Name, Quantity, Condition, Price.
Click Save. Now we need to set our compact layout as the primary.
Click Compact Layout Assignment. You can see that the primary compact layout is set to the System Default here. We need to change that.
Click Edit Assignment.
Select the compact layout we just created to use as the primary compact layout.
Click Save.

Full Answer

What is a compact layout in Salesforce?

Compact layouts control which fields users see in the highlights panel at the top of a record. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Compact layouts also control how records display in the Salesforce mobile app.

How to create a mini page layout in Salesforce?

We can access a mini page layout from the existing page layout. The mini page layout defines the hover details that display when we mouse over a field on an object’s detail page or in the Recent Items section of the sidebar. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout.

How to create a compact layout for an object?

We have separate compact layouts for each object. Example : In this case we will create a compact layout for the Contact object. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Click Save. It shows the name of the layout and a list of fields to display. Click Compact Layout Assignment . Then Edit Assignment.

How do I assign different compact layouts to different record types?

The two layout types are independent. 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.

How do I assign compact layout to page layout?

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 a compact layout used for 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 you assign a compact layout to the Lightning record 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 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.

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 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.

What is the difference between compact layout and mini 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?

Step 1: Create a Compact LayoutIn Setup mode, select Build > Create > Objects.Click the Expense link.In the Compact Layouts section, click the New button.Specify Expense Compact Layout as the Label.Specify Expense_Compact_Layout as the Name.Add Expense Id, Category, Expense Date, and Amount to the Selected Fields list.More items...

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

Lightning pages occupy a middle ground between page layouts and Visualforce pages. 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.

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.

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.

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 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.

Can you put key fields on an object?

If you put key fields on an object’s compact layout, mobile users can see important details at a glance.

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 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.

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.

Why use compact layouts?

Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work . For example, show phone numbers and regions on an account. Or, show stages, amounts, and ownership fields on an opportunity. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record.

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.