What is 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.
How do I change the page layout of highlights in Salesforce?
Click 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). Furthermore, how do I change the Opportunity page layout in Salesforce?
What are highlight panels?
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. To edit a page’s layout, two types of permissions are needed.
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.
What is highlight 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.
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.
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.
How many fields are allowed in highlights panel Salesforce?
Up 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.
How do I edit highlights panel?
0:003:31Hi this is device from Salesforce article comm today we will demonstrate how to modify anMoreHi this is device from Salesforce article comm today we will demonstrate how to modify an opportunity highlight panel in lightning. Experience first of all what is opportunity highlight banner
How do you add a button in highlights panel?
Follow below steps to place more action buttons in highlight panel.Step: 1 Click on gear icon at top right. Click on Edit Page.Step: 2 Click on Highlight panel section and in right side we see a number field (highlighted in below image). ... Step: 3 Click on Save. ... Note:
How do highlights work?
Highlights are hand-painted, created by weaving small sections of the hair and then adding color. Sections can either be wrapped in foil to process or hand separated. For a natural looking highlights effect, you or your colorist will paint the mid-sections to the ends of your hair.
How are highlights done?
0:041:03The hair with your with your comb. Put it on the foil apply the bleach. The bleach is left onMoreThe hair with your with your comb. Put it on the foil apply the bleach. The bleach is left on possibly. Five to ten minutes then we take it off shampoo her hair and then our highlights are finished.
What are full highlights?
Full highlights include lightened sections all over from the top of your head to the nape of your neck. This method can produce heavy and dramatic highlights or soft and subtle looks too.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
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 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 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.
What is highlights panel?
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.
What fields are added to the layout?
Add the following fields to the layout: Name, Phone, Stage, Email.
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.
