Compact and Mini Page Layouts in Salesforce
- Compact Layouts : Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed.
- We have separate compact layouts for each object.
- Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. …
- Each record type can have only one compact layout assigned to it. …
- The field we put first displays at the top in bold. …
- Mini Page Layouts : We can access a mini page layout from the existing page layout. …
Table of Contents
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
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 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 many fields are in a compact layout in 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.
What is compact layout assignment?
As with page layouts, there are separate compact layouts for each object. By default, each object derives its record highlight fields, preview cards, and action-related feed items from the predefined set of fields in the object’s read-only, system default compact layout.
Where is 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 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.
What is a mini page layout and compact layout?
Compact layout: The fields that will be shown on the highlights panel of a record page. Minipage layout: The fields that will be shown when hoovering over the record name from a related object.
What are record types in Salesforce?
“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
What is Summarylayout in Salesforce?
Controls the appearance of the highlights panel, which summarizes key fields in a grid at the top of a page layout, when Case Feed is enabled.
What is the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
What is mini console view in Salesforce?
Salesforce Mini View provides users small record previews that are visible once the mouse pointer is hovered over a record name. The Mini View presents the records related to the main detail records. These related records show up on a small panel through a mini page layout.
What is page layout in Salesforce?
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.
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.
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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.
