Consequently, how do I add a field to the highlight panel in Salesforce? To Add/Remove fields form the Highlights Panel: 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.
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How do I edit a highlight panel in Salesforce?
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). Click to see full answer. Correspondingly, what is highlight panel in Salesforce?
How do I add fields to highlight panel Lightning?
Double-click the ‘Products’ related list and set your fields and order. Click ‘Save’ on both the pop-up window and the Page Layout edit window. How do you add fields to highlight Panel lightning? 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.
How do I add fields to a page layout in Salesforce?
Navigate to Setup | Customize | Opportunity | Page Layouts. Click ‘Edit’ on the layout you want to edit. Double-click the ‘Products’ related list and set your fields and order. Click ‘Save’ on both the pop-up window and the Page Layout edit window. How do you add fields to highlight Panel lightning? Click on the Gear icon and choose Set Up.
How many fields can I add to the highlights panel?
There are limitations to the panel as you can only add 5 fields plus the record name (e.g., Account, Contact, etc.). To get more information into the Highlights Panel, you can use formula fields to concatenate two or more fields into one for display.
How do I add actions to a highlight panel in Salesforce?
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 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.
What is highlight panel 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 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 do I customize my highlights panel?
Customize the Highlights Panel in Case FeedFrom the object management settings for cases, go to Page Layouts.In Page Layouts for Case Feed users, click. … Hover your mouse pointer over the Highlights Panel until the. … On the Highlights Panel Properties page, click a box to edit the fields in it.More items…
What is the use of highlights panel in page layout in Salesforce?
In Salesforce Classic, 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 add a field to a 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…
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 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…
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 you display fields in lightning component?
Use the lightning-output-field component in lightning-record-view-form to display the value of a record field on a Salesforce object. Use the field-name attribute to specify the API field name.
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.
