Various trademarks held by their respective owners. Compact Layouts. Compact Layout Limitations and Considerations. Click View on the object that must be modified. We are all about the community and sharing ideas. 1.Create a new event compact layout with the label: Showing Mobile Layout 2.Add the following fields to the compact layout in this order: Subject, Start, Property, Name. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. If we have record types associated with an object, we can override the objects primary compact layout and assign different compact layouts to some or all the record types. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile and you should be good to go! Click Profile. Thats like a pitcher of lemonade under a shade tree on a warm summer day with all of your friends and a sprinkler with two dogs playing in the background! Search for an answer or ask a question of the zone or Customer Support. Gillian is a Principal Admin Evangelist at Salesforce. And the Type field, whose default picklist options are far longer than the 18 characters that can show here, is truncated nearly to the point of uselessness. Compact layouts support all field types except: text area. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Part 5: Create & Edit Objects If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. Customize the Fields that Display on Tasks in the Activity Timeline. Lets look at the Details field for the Grades related list. . Enable Task Notifications. A few moments' work and this version of the related list has all the details my users might need: How I solved it. I did that and the field appeared and I added to the compact layout without a problem. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. Hello!! When you create a custom object, its automatically assigned to a system default compact layout, which has only one field on it: the object name. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Heres a sample contact record in Lightning Experience. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. Compact layouts control which fields your users see in the highlights panel at the top of a record. Go to Field Level Security. Event and task compact layouts determine the fields that appear in the details section when you expand an activity in the activity timeline in Lightning Experience. Search for an answer or ask a question of the zone or Customer Support. Welcome to another post in the How I Solved This series. The point Im making is that you get information fast. Find Object Management Settings. And sweet fancy moses do they make the page come alive! The next topic in our Learn Lightning series is how you can use compact layouts in Lightning to bubble the most important information to the top of the page in Salesforce. 3.Make the new compact layout the default for the Showing record type. Learn how she approached building her solution and her tips for developing admin skills. The highlights panel contains key record fields and is the only part of a record page that you cant customize using the page layout editor. Copyright 2000-2022 Salesforce, Inc. All rights reserved. In Classic, compact layouts were only used for Salesforce1 mobile experience. Learn in-demand skills that lead to top jobs with Trailhead. Compact layouts also control how records display in the Salesforce mobile app. Step 2: In my Guest object, I scroll down to find compact layouts. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . It isn't that your changes aren't being applied. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Connect and share knowledge within a single location that is structured and easy to search. Keep in mind that the changes affect all users assigned to the profile. Get status updates and tell . Should have thought about it in first place ! I select and save on mine, and it doesn't seem to save it, keeps defaulting back and then I get the error on challenge. Describe how compact layouts help your users. But in cases like my Grades example, where the list is compromised by the number of blank fields, its a marked improvement to add a formula field like this and it only takes a couple of minutes! Show me your screenshots @gilliankbruce! We are using Person Accounts. But what org type should you use for building and testing? It's part of a playlist that shows other Lightning layout modifications that you should consider. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Even with a full-width list, its hard for users to scan all the way across. Thanks Sameer for your comment that was the right answer. Subscriber and Provider Orgs in Salesforce ConnectCross-Org Adapter Picklist Considerations for Salesforce ConnectCross-Org Adapter Provide Actions, Buttons, and Links API Names for External Objects and Custom Fields in Salesforce. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Set Up Salesforce Connect to Access Data in Another Org with the. I beg to differ with it. But that required creating console views for every user- and not every user like the console. Heres a sample compact layout edit page for the Account object. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Part 6: Create Reports Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Same here. Your Layouts Can Customize Lightning Experience Records, Get more from Salesforce with our educational webinars, Understand how page layout elements drive content on record pages in Lightning Experience, Identify which part of the Lightning Experience user interface is driven by a compact layout, Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. How a top-ranked engineering school reimagined CS curriculum (Ep. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Part 2: Create an App Home Article Learn Lightning: Compact Layouts. rich text area. Although it shows default Compact Layout Fields for the NonProfit Success Pack (NPSP) the worksteps are the same for other Apps.Field Formula for Concatenated Phone Numbers:\"Mobile: \"\u0026LEFT( MobilePhone , 3)\u0026\"-\"\u0026 RIGHT(LEFT( MobilePhone , 6), 3) \u0026\"-\"\u0026 RIGHT( MobilePhone , 4) \u0026 \" ; Home Phone: \"\u0026LEFT( HomePhone , 3)\u0026\"-\"\u0026 RIGHT(LEFT( HomePhone , 6), 3) \u0026\"-\"\u0026 RIGHT( HomePhone , 4)\u0026\"; Work Phone: \"\u0026 LEFT( npe01__WorkPhone__c , 3)\u0026\"-\"\u0026 RIGHT(LEFT( npe01__WorkPhone__c , 6), 3) \u0026\"-\"\u0026 RIGHT( npe01__WorkPhone__c , 4)This video is part of a playlist that shows several options for Customizing your Lightning Experience Layouts:Salesforce Lightning 201-1a: \"Soft\" add Tab to App Navigation BarSalesforce Lightning 201-1b: Modifying the App Navigation Bar Salesforce Lightning 201-1c: Modifying a Profile's App Navigation BarSalesforce Lightning 201-2: Adding Fields to the Compact Layout *** THIS VIDEO ***Salesforce Lightning 201-3: Modifying Action Button and Tab Sequence Salesforce Lightning 201-4: Add Related List Quick Link Component ** My Favorite! Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. And one last idea: You could very easily include emoji in your formula, which would give quick graphical information in your related list, like this: Michael Kolodner is an independent Salesforce consultant who works with nonprofits (find him at www.kolodner.com). Ella Marks Why is the record UI truncating a formula field? Click Lead Layout. When you change the compact layout for tasks in the activity timeline, you also impact the fields that show up in the highlights area on tasks, in tasks lists, and everywhere else the compact layout is used. Learn how he approached building his solution and his tips for developing admin skills. Are your users not able to see the . In this case, the highlights panel reflects the fields on the opportunity compact layout, and the expanded lookup card reflects the fields from the account compact layout. However, in Lightning, the compact layouts dont require a console view. It only takes a minute to sign up. In step 4 ensure that Event Layout is marked. Paul. I'm getting the exact same error. Example : In this case we will create a compact layout for the Contact object. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Eugenia Kang When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Customize Task List Actions. We can also see the same contact record in the mobile app. Generating points along line with specifying the origin of point generation in QGIS, Two MacBook Pro with same model number (A1286) but different year, Ubuntu won't accept my choice of password. We have separate compact layouts for each object. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. I created a Record Type on my Case object and created a new Compact Layout added some fields and then assigned that to my Record Type. Part 3: Create & Clone Users If Enhanced Profile User Interface is disabled: Select the name of the user. Select Read and Edit checkbox for the field they must have access with. Rename Object, Tab, and Field Labels. HELLOSalesforce Thinkers, In our previous blog we learned aboutPage Layouts inSalesforce,In this blog we are going to learn aboutCompact and Mini Page Layouts in Salesforce. 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. on Report. The error message was a little mis-leading :). Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Were going to change that. When I . Go to create --> object --> Pac --> Select your field. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Step 3: I give my new compact layout a label, name, and then select which fields I want to display.
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