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 is the use of compact layout?
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.
Where is compact layout used in Salesforce?
Compact layouts are used to display the key fields of a record whenever a summary representation of the record is needed. In this module, you create a compact layout for the expense object.
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?
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 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.
How many fields can fit into a compact layout Salesforce?
10 fieldsIn Salesforce classic, the compact layouts allow up to 10 fields.
What is the purpose of 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 do I edit compact layout?
0:081:03How to Create a Compact Layout @salesforce #DF17 – YouTubeYouTubeStart of suggested clipEnd of suggested clipClick on object manager. From the object management settings for contacts go to page layouts. ClickMoreClick on object manager. From the object management settings for contacts go to page layouts. Click on compact layouts. Click new in the field label field enter mobile contact layout available fields
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 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.
How do I deploy compact layout assignment?
Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to which you want to assign a compact layout. If you don’t have record types set for the object, you won’t see this section.
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.
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.
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.
