Create a Compact Layout.
- From the Object Manager, enter Contact in the Quick Find box, then select Contact .
- From the Contact object management settings, go to Compact Layouts and click New .
- In the Field Label field, enter Mobile Contact Layout.
- Add the following fields to the layout: Name, Phone, Stage, Email. You can include up to 10 fields, including the Name field. Not all fields appear in …
- Sort the fields by selecting them and clicking Up or Down . Be sure to put the object’s Name field first to provide context for your users when they …
- 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. …
- Sort the fields by selecting them and clicking Up or Down. …
- Save the layout.
Table of Contents
How do I create a 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. Click to see full answer.
How do I add a field to a compact layout?
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. Click to see full answer. Likewise, how do I add a field in compact layout?
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.
How do I change the page layout in Salesforce highlights?
Then click on the Object Manager. Navigate and select the object you want to edit the highlights panel on. For this example we will be using the Account object. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable). Similarly, it is asked, what is mini page layout in Salesforce?
How many fields can you add to compact layout Salesforce?
10 fieldsYou 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 do I add a field to a layout in Salesforce?
Add fields.In Salesforce Classic, click Setup.Search for and click Task Page Layouts under Build > Customize > Activities.Add a page layout or edit an existing one. … Drag a field, such as Call Duration, from the Task Layout list to the Task Detail section. … Above the Task Layout list, click Save.
How do I add a field to a mini page layout in Salesforce?
From the object management settings for the object whose page layout you want to edit, go to Page Layouts. Next to a page layout name, click Edit. In the page layout header, click Mini Page Layout. Select which fields and related lists will be displayed for this type of record in the mini view.
How do I add fields to lightning page layout?
Add Local Name Fields to a Page Layout in Lightning ExperienceFrom Setup, select Object Manager.Select the object with the local name field.Select Page Layout and click the page layout to edit it.Drag the local name field to the record section.Click Save.
How many fields are visible in compact layout?
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 do I add a field in Salesforce?
Try It YourselfIn your Salesforce org, click. … Click the Object Manager tab. … From the Object Manager. … From the sidebar, click Fields & Relationships. … Click New to create a custom field. … Next, choose a data type.More items…
How do I create a custom 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…
What is the difference between compact layout and mini 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.
What does compact layout do 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.
Why is field not visible on page layout Salesforce?
Click Profile. Under Apps, click Object Settings then click the object. Under Field Permissions, click Edit. Select the Read and Edit checkbox for the preferred fields they must see.
How do I add a quick action in compact layout?
From Setup, click the Object Manager tab. Select Cases, and then open the Case Page Layouts setup page. Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout.
How do you add escalated field to the case layout page layout?
From Setup, enter Actions in the Quick Find box, then select Feed Item Actions.Click Layout next to the Escalate to Case action.Drag any fields you want to add to the action from the action layout editor palette, and reposition them if necessary.Click Save.
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 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.
