How to edit highlights panel salesforce

How do I change the highlight panel in Salesforce 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. For this example we will be using the Account…
• Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

Full
Answer

How do I change the highlight panel in Salesforce Lightning?

How do I change the highlight panel in Salesforce 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. For this example we will be using the Account object.

How do I edit a highlights panel?

To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists. If the fields you want to add aren’t listed, you must first add them to the detail page layout.

How do I customize the highlights panel of the case feed?

Customize the Highlights Panel Configure the Case Feed Publisher Case Feed View Layouts Feed View Settings Add the Attachment Component Add Case Experts Rename Actions and Feed Filters Customize Feed Filters Add Functionality to the Case Feed Add Custom Actions Add Custom Components Add Actions as Console Components Email Drafts

How to set up chat in Salesforce lightning experience?

Set Up Chat in Salesforce Classic Permissions for Chat Support Agents Messaging in Lightning Experience: Are Your Use Cases Supported? Set Visibility for the Chat Sessions Tab through Permission Sets Chat for Support Agents Chat Visitor Records Add Messaging to the Service Console Test Your Messaging Channels

Where is the highlights 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.

How do I configure the highlight panel in Salesforce lightning?

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).

How do I add a button to the 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:

What is the highlights 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 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 edit 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 remove a button from the highlight panel in Salesforce?

Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button. Click Save.

How do I add a custom button in Salesforce?

First of all, make sure you have the proper permissions to create a custom button in Salesforce. Next navigate to Setup > Customize > [Select Object in question, e.g., Opportunities ] > Buttons, Links, and Actions. Next, select the New Button or Link button at the top of the page. Add the button label and name.

How do I create a custom list button in Salesforce?

All AnswersFrom Setup, click Object Manager, then click Lead.Click Buttons, Links, and Actions, then New Button or Link.Name the button.Select List Button.Content Source: Visualforce.Select your visualforce page. The visualforce page should use the object’s standard controller. … Add button to the layout:

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…

How do I remove fields from a page layout in Salesforce lightning?

First, if it’s a custom field and you’re just trying to get rid of it, select “Fields & Relationships” from the left-hand column. Then, find the field you’d like to delete and click the menu arrow on the right-side of its row. Then select “Delete” from the drop-down menu.

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.

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 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 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.