How do I edit a compact layout in Salesforce?
- 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.
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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
- Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. …
- 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. …
- Replace Apex Code with SOQL Queries
Can we edit 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 do I change the default compact layout in Salesforce?
Assign the Compact Layout to UsersClick Compact Layout Assignment.Click Edit Assignment.In the Primary Compact Layout dropdown list, select Mobile Contact Layout.Click Save . Tip If an object has more than one record type, you’ll see a Record Type Overrides section when you select the primary layout.
What is custom compact layout 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.
How many fields can we add in 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. The record highlights section in Lightning Experience uses the first seven fields on the compact layout.
How do I create a custom opportunity compact layout?
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…
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.
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).
What is compact page layout?
Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Compact layouts control which fields users see in the highlights panel at the top of a record.
How do I change mobile layout in Salesforce?
Click Compact Layout Assignment. Click Edit Assignment. In the Primary Compact Layout dropdown list, select Mobile Contact Layout. Click Save .
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 do I delete a compact layout in Salesforce?
You can delete the custom compact layout by using the delete button on the layout page. In your case, You have created a custom compact layout and it can be deleted. Note:-Default compact layout cannot be deleted.
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.
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 .
Why is compact layout not required?
Creating and customizing compact layouts for your objects isn’t required because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into record headers to help your mobile users get the information they need quickly.
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.
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
How many fields can you add to a 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 the list. Compact layouts don’t support text areas, long text areas, rich text areas, or multi-select picklists.
Is Salesforce a CRM?
Well…yes. That’s part of what makes Salesforce such a flexible CRM platform. You can customize the appearance of so much stuff that we’re literally bursting at the seams with layouts. But don’t worry. Once you get comfortable with all the customization tools, you won’t even think about the terminology anymore.
Is the contact record page a minor change?
Ta-dah! The contact record page has some new key details. Sure, it’s a minor change. But that’s how the customization process works. All those little changes add up, and they make a world of difference to mobile users.
What happens if a user doesn’t have access to one of the fields that you assign to a compact?
If a user doesn’t have access to one of the fields that you assign to a compact layout, the next field on the layout is used.
What happens if you don’t set any record type overrides?
If you don’t set any record type overrides, all record types use the object’s primary compact layout by default.
Can you override a compact layout?
If you have record types associated with an object, you can override the object’s primary compact layout and assign different compact layouts to some or all of the record types. Each record type can have only one compact layout assigned to it.
What is compact layout in Salesforce?
Compact layouts also control how records display in the Salesforce mobile app. If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important.
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 .
What to do if you use Trailhead in a different language?
If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.
What does Maria want to do when creating a custom object?
Maria wants to call attention to the most important fields on the object when her users view the audit records. Let’s make that happen by creating a custom compact layout for the Energy Audit custom object.
Is the compact layout the primary layout?
You can see that the System Default compact layout is assigned as the primary compact layout right now. We’re going to change that.
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.
