how to make compact layout primary 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

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 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.