1) Set to display Contacts as primary tab in the console 2) Edit the page layout to show Title in the highlights panel and to turn on the highlights panel 3) Go to the console and open a contact
- Edit any page layout and click Layout Properties.
- Check Highlights Panel , and click OK.
- Click Save.
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 highlight key fields on an object in Salesforce?
Create an Update Records Action on the object you want to highlight key fields on. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions > New Action. Description: It’s always good to give a description to help those who come after you. You’ll now be on the screen for your new action. Click “Edit 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 make changes on a highlights panel?
You can make changes on a highlights panel. To edit a panel, double click it. Otherwise, click the “wrench” image that appears on the page. You can also change or add fields. Click the right column.
What is a panel highlight?
Panel coloring takes highlights or lowlights to the next level by creating blocks or panels of color that are larger than the thin strands using colored during those processes. Panel coloring can be carried out in several different ways in order to achieve different looks.
Where is the highlight panel in Salesforce?
The highlights panel appears at the top of the feed detail views and shows the most important information about a case. Edit the highlights panel to include the fields that are most important for your support agents.
Where is the highlights panel in Salesforce lightning?
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user 'know' the contact or easily access their contact information.
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 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 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 turn off feed tracking on case?
Now, note feed tracking is controlled by enabling and disabling feed tracking for all related objects....From Setup, enter Feed Tracking in the Quick Find box, then select Feed Tracking.Select the object you want to turn off feed tracking for.Deselect All Related Objects.
Where is compact layout in Salesforce?
From 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. Tip Put the object's Name field first to provide context for your users when they view a record.
What is the difference between page layout and compact layout in Salesforce?
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 view a custom object specific action on the palette of the page layout editor?
To see a custom, object-specific action on the palette of the page layout editor: A) Click 'Layout Properties' on the page layout editor. B) Select 'Salesforce1 Action' in the list of element types.
What is mini page layout in Salesforce?
A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout.
What is highlight panel in Salesforce?
You can configure highlights panels for a console in the Salesforce software. Highlight panels are tables that are customizable. Tables consist of, at the most, four columns. Configuring the tables allow users easy views of key information. Configuring the panels only requires editing of a page’s 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.
How to add related record to Lightning app?
Go into the Lightning Record Page for your object and click Edit Page to start the Lightning App Builder. You’re going to add a Related Record component to the page.
Can you give a header label to a field?
You can give a Header Label to it if you’d like, which will serve as a title for your field section. Most important is that in the Update Action selector, you’re going to choose the action you just created. Save and activate your Lightning Record Page and voila! Your new fields display in their own section!
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.
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.
