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.
What is MiniMini page layout in Salesforce?
Mini page layout is the page layout will be displayed when we onhover the mouse on any of the item which is there in "Recent Item" section.
How do I create a mini 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. Move the required fields from Available to Selected.
What is the difference between Mini Page layout and Console page layout?
I think mini page layout just give short detaill regarding the record ... And Mini console page layout give little more detail of record captured with lookup realtionship of the same record. . Hope that works. This page allows you to choose which objects will appear in the mini view of the console.
What is the event Mini Page layout used for?
The event mini page layout is used for the event detail and edit overlays, not the Console tab. Related lists on mini page layouts only display in the Console tab, not hover details. To define a mini page layout: a.
Where can I find 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 open page layout in Salesforce?
Page LayoutsStandard Object. Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts.Custom Objects. Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts. New Page Layouts can be created with or without cloning the existing page layout.
Where can you find a page layout Salesforce?
How to access Page Layouts in Salesforce? Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button.
What is mini view in Salesforce?
Salesforce Mini View provides users small record previews that are visible once the mouse pointer is hovered over a record name. The Mini View presents the records related to the main detail records. These related records show up on a small panel through a mini page layout.
How do I view different page layouts in Salesforce?
Another handy tip to access layouts is : open any record for the object you will notice "Edit Layout" link over top right side. This will allwo you to edit the current layout assigned to logged in user's profile, once you are on edit layout page you can access diffrent layout using drop down at top left side of UI.
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.
How do I set page layout in Salesforce?
Create Page LayoutsFrom Setup, click Object Manager and select Account.Click the Page Layouts link, then click New.Select Account Layout from the Existing Page Layout picklist.Enter Customer Account Layout for Page Layout Name. ... Click Save.More items...
How do I change page layout in Salesforce lightning?
Edit Page Layouts ManuallyLog into Salesforce and click the Setup button.On the left menu, click Objects and Fields and select Object Manager.Click one of the following: Account, Opportunity, Product, Work Order or Asset.Click Page Layouts in the left menu.Click the respective Page Layout.More items...•
How do I change the view in Salesforce?
Edit List View Filters in Salesforce ClassicClick Edit next to the list view name. If you see Clone instead of Edit, you don't have permission to edit this list view. ... In Specify Filter Criteria, change your Filter By Owner selection, if desired. ... Click Save to apply your edited filters to the list view.
What is a mini page layout and compact layout?
Compact layout: The fields that will be shown on the highlights panel of a record page. Minipage layout: The fields that will be shown when hoovering over the record name from a related object.
How do you add compact layout in 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).
What is the difference between page layout and compact 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.
How to Create a Page Layout in Salesforce
Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.
Assign a Salesforce Page Layout
You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.
What about Dynamic Forms?
Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:
