what are compact layouts in salesforce

• Each record type can have only one compact layout assigned to it. ...
• Users who don’t have access to certain fields in Salesforce won’t see them on the compact layout.
• A compact layout must contain at least one field.
• A compact layout can only contain fields from its object. ...

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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

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.

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.

How many fields are in a compact layout in 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. The record highlights section in Lightning Experience uses the first seven fields on the compact layout.

What are the different types of layouts in Salesforce?

There are four different types of page layouts in Salesforce: Page Layout: It monitors the layout of an object. Mini Page Layout: It is the subset of the units which are already present in page layouts. Search Layout: It is used to display the fields of an object in various result lists.More items...

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.

What is Minipage layout?

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 the use of compact layout?

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.

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.

What is Summarylayout in Salesforce?

Controls the appearance of the highlights panel, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled.

What is the difference between record types and page layouts?

Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.

What is Salesforce layouts?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

What is default layout in Salesforce?

Every object in Salesforce, Standard objects or Custom object should have one minimum Page Layout which is called default page layout. A page layout gets created default when we create an object in Salesforce. Page Layouts in Salesforce is created with Object name by default.

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).

How do I create a mini page layout in Salesforce?

Mini Page LayoutsStandard Object. Go to Setup-> Build-> Customize-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.Custom Objects. Go to Setup-> Build-> Create-> Objects-> ObjectName-> Page Layouts-> Mini Page Layout in the drag-and-drop toolbox.

Where do you change the hover detail?

Select 'edit' for the page layout you wish to change the hover details for. At the top right of the page, in the blue bar just above the available fields, you will find the link labeled Mini Page Layout. Click the Mini Page Layout link to load a new page with two columns.

How do I change the search layout in Salesforce?

Edit Search LayoutsFrom Setup, in the Quick Find box, type search layouts . ... Under Objects and Fields, select Object Manager. ... Edit the layout. ... To change what's visible on the page, move fields between Available Fields and Selected Fields. ... Save your changes.

Why is compact layout not required in Salesforce?

Creating and customizing compact layouts for objects isn't required for the Salesforce app, because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into object record headers—and elsewhere—to help your mobile users get the information they need quickly.

How to get information quickly on a compact layout?

If you put the key fields that your mobile users need on the compact layout for an object, they can get that information quickly just by scanning the highlights area of the record page. As with page layouts, there are separate compact layouts for each object.

What is a page layout in Salesforce?

Page layouts aren't the only thing that you can use to customize how Salesforce data appears in a mobile environment. A compact layout displays a record’s key fields at a glance in both the Salesforce mobile app and Lightning Experience.

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.

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.

What Do Compact Layouts Do?

Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.

Example

Here’s a sample compact layout edit page for the Account object. It shows the name of the layout and a list of fields to display.

Create a Compact Layout

When you create a custom object, it’s automatically assigned to a system default compact layout, which has only one field on it: the object name. Maria wants to call attention to the most important fields on the object when her users view the audit records.

Hands-on Challenge

You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.

What are Mini Page Layouts?

First, we will discuss some basic details of Salesforce Mini Page layouts for better understanding. It is used to display the subset of items of an existing page layout across different records. This feature is quite useful when you need to know about features without actually opening the database.

What are Compact Layouts in Salesforce?

Moving ahead, we have Compact Layouts that are used to display the group of fields accordingly. These are the ones present on the highlights panel of Salesforce1. Thus, you can look for all key field values in that record. However, the maximum limit is only 10 fields at a time. No doubt Compact Layouts can show all field types except for these,

Conclusion

In the end, we hope you have a clear idea of Compact and Mini Page Layouts in Salesforce. Also, make sure to use them whenever necessary to avoid extra time in opening the records.

What is compact layout in Salesforce?

Compact layouts display a record’s key fields at a glance in both Salesforce1 and Lightning Experience.#N#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.#N#In Salesforce1, the first four fields that you assign to a compact layout appear in:#N#An object’s record highlights area#N#Expanded lookup cards on a record’s related information page#N#In Lightning Experience, the first five fields that you add to a compact layout display in an object’s record highlights panel and in the expanded lookup card you see when you hover over a link in record details.#N#Page Layouts :

What controls which fields appear in a list?

1-Control which fields, lists of related records, and custom links users see#N#2-Customize the order that the fields appear in the page details#N#3-Determine whether fields are visible, read only, or required#N#4-Control which standard and custom buttons appear on records and related lists#N#5-Control which quick actions appear on the page

Can you control the size of the s-controls in Salesforce?

You can control the size of the s-controls and Visualforce pages, and determine whether or not a label and scroll bars display . Salesforce has two drag-and-drop tools for editing page layouts: the original page layout editor and an enhanced page layout editor.

Can you use only one page layout in Salesforce?

You can enable the original page layout editor in the User Interface settings. Your Salesforce org can use only one page layout editor at a time. From within a page layout, you can access a mini page layout.