Table of Contents
What is a compact layout in Salesforce?
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 many fields can be assigned to a header in Salesforce?
When you open a record in the Salesforce mobile app, you see highlights about that record in the header of the page. 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.
What is a custom 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 many compact layouts can be assigned to a record type?
Each record type can have only one compact layout assigned to it. If you don’t set any record type overrides, all record types use the object’s primary compact layout by default. To find out more about compact layouts and record types, see “Assign Compact Layouts to Record Types” in Salesforce Help.
How many fields can be on a compact layout 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.
How many fields can be added to the page layout in Salesforce?
In Salesforce Classic, page layouts support up to 40 lookup fields. Don’t add more than four external lookup fields to your page layout. On Lightning Experience record pages, a Record Detail component that contains more than four external lookup fields breaks the page at runtime.
How does compact layout work in Salesforce?
When you open a record in the Salesforce mobile app, you see highlights about that record in the header of the page. 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.
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.
Can a profile have multiple page layouts Salesforce?
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. You can edit the page layout assignment by clicking ‘Page Layout Assignment’.
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 difference between compact 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.
How do I add a field to a compact layout?
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 deploy compact layout assignment?
Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to which you want to assign a compact layout. If you don’t have record types set for the object, you won’t see this section.
What is the difference between compact layout and page 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 many fields can you add in highlight panel Salesforce?
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.
How do you create a compact layout for the Opportunity object?
Step 1: Create a Compact LayoutIn Setup mode, select Build > Create > Objects.Click the Expense link.In the Compact Layouts section, click the New button.Specify Expense Compact Layout as the Label.Specify Expense_Compact_Layout as the Name.Add Expense Id, Category, Expense Date, and Amount to the Selected Fields list.More items…
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.
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 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.
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.
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.
Tuesday, June 30, 2015
Compact layouts are used to display a record’s key fields at a glance in Salesforce1 app. Using compact layouts, we can indicate which fields should appear in a record’s highlights area. These layouts were designed with touchscreen mobile devices in mind, where space is limited and users need to find important information quickly.
Salesforce: Compact Layout
Compact layouts are used to display a record’s key fields at a glance in Salesforce1 app. Using compact layouts, we can indicate which fields should appear in a record’s highlights area. These layouts were designed with touchscreen mobile devices in mind, where space is limited and users need to find important information quickly.
