Maria wants to call attention to the most important fields on the object when her users view the audit records. Compact layouts control which fields users see in the highlights panel at the top of a record. Step 1: From Setup, I go into the object manager and select Guest Step 2: In my Guest object, I scroll down to find compact layouts. Mostly because I was trying to keep the mountain of user requests manageable and those felt like the ultra detail and finer points I didnt have a chance to get to. What am I missing? Go figure Asking for help, clarification, or responding to other answers. Compact Layouts. 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. 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. However, in Lightning Experience, the page elements display differently and some arent supported. Heres an example of an opportunity record page. Biggest Mistakes Admins Make with LeeAnne Rimel, Data Cloud for Admins with Muralidhar Krishnaparsad, Three Ways Salesforce Admins Can Deliver Impact at Any Organization, Solve Problems by Experimenting with Lynn Guyer, Learn About Data Visibility and Access with the Updated Who Sees What Video Series, How #AwesomeAdmins Help Salesblazers Sell as a Team, Sandboxes vs. Scratch Orgs and How to Use Them. We are all about the community and sharing ideas. Thanks! When do you use in the accusative case? Custom fields not showing value in Comp | Known Issues - Salesforce Part 3: Create & Clone Users Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. click on a date with an event that had a formula or custom field on the compact layout. | It only takes a minute to sign up. Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Heres a sample contact record in Lightning Experience. Compact layouts control which fields your users see in the highlights panel at the top of a record. Hello!! 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! 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. Heres the related page for the same account object in Lightning Experience. | Thats the moment to think, Perhaps I need a formula here instead!. Does a password policy with a restriction of repeated characters increase security? Peggy I reread your comment and realized what you meant about highlighting. Save. April 13, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Jen Cole solves an inefficient fulfillment and sales process using MuleSoft Composer. Is there such a thing as "right to be heard" by the authorities? Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. A few moments work and this version of the related list has all the details my users might need: I solved this with a formula field that returns text. How to hide fields in New mode in Salesforce Dynamic Forms - Medium Even though you made your field available on a page layout, the FLS must be enabled for your profile to be able to see the field on the page layout and on a query. Customize Record Details with Page Layouts - Salesforce She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. March 30, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Preena Johansen solves a customer insights problem using CRM Analytics and App Builder. I solved this with a formula field that returns text. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. 565), Improving the copy in the close modal and post notices - 2023 edition, New blog post from our CEO Prashanth: Community is the future of AI, Formula works on page layout, but displays #Error! Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Move the required fields from Available to Selected. 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. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. :). Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Click Save. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Go to create --> object --> Pac --> Select your field. rich text area. Paul. here's what's wrong: The 'Showing Mobile Layout' compact layout does not appear to have the following fields in this order: Subject, Start, Property, Name. 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. 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. It feels like a waste of screen real estate and a missed opportunity to make the related list easy for users to parse for information, right? It shows the name of the layout and a list of fields to display. I got the answer from the link you shared that though Salesforce allows 10 fields to be added to the Compact layout, in the Highlights panel, we will be able to view only 7 fields. Compact Layout Limitations and Considerations - Salesforce Learn in-demand skills that lead to top jobs with Trailhead. Can't complete "Customize Compact Layouts" challenge: Challenge Not yet And sweet fancy moses do they make the page come alive! As host of the Salesforce Admins Podcast, she has helped deliver 250+ interviews from admins, product experts, and community leaders to listeners around the globe. "Existing Customer - Upgrade", "Exist-Up". Enable Task Notifications. Compact layouts also control how records display in the Salesforce mobile app. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Part 5: Create & Edit Objects Various trademarks held by their respective owners. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Do you have an interesting idea or useful tip that you want to share? 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. Any suggestions please? Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Allow more than 4 fields in Lightning Compact Layout Platform / Customization & App Building Currently even though the compact layout option shows as many fields as you want, only the first 4 show up.So in this example above, I have nine fields, but only 4 show up and there is no warning. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Custom Field Not Showing Up for Opportunity Product. Compact Layouts | Salesforce App Admin Guide | Salesforce Developers Having trouble completing "Customize compact layouts" - Salesforce Below, Ive placed an even more generic example. Jennifer Cole Has anyone found a way to get this challenge passed? And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Add these fields to the compact layout, in this order: 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. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Click Lead to open the object and then click Page Layouts. Open in app Like a glass of lemonade under a shade tree on a warm summer day. Describe how compact layouts help your users. How I Solved This: Compact Custom Related List Details on Report. Considerations for Enabling User Control of Task Notifications. Theres not that much to see: Its a simple IF statement that returns one set of concatenated text and fields for the Attendance record type, and a different set otherwise. Compact Layout field changes not reflected in Lightning - Salesforce Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. I'm getting the exact same error. I have been stuck on the Showing Mobile Layout for two days now. Here are a few more more tidbits about how compact layouts work. To learn more, see our tips on writing great answers. 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. Search for an answer or ask a question of the zone or Customer Support. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. This is a podcast record in Classic. Honestly, the hardest part was deciding what to name my new formula field, since its going to be the column header in my related list. [], By Now, add different record types using different sets of fields for their most important data and it can be really challenging to decide which fields to display in your table! Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. 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! This video shows how to modify the fields that display at the t. Making statements based on opinion; back them up with references or personal experience. Enable Recurring Tasks. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. The fields in the highlights panel are customized using a compact layout. 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. Or, show stages, amounts, and ownership fields on an opportunity. Hi Reid -- the API names are correct, I believe. Click Lead Layout. Rename Object, Tab, and Field Labels. Compact Layouts - Salesforce The formula for my Opportunities list view looks a little more complicated, but it breaks down pretty simply: This one starts with punctuation because once Amount is converted into text you lose the currency sign. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. Get status updates and tell . This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Custom Field Not Showing Up Even Though it's In the Page Layout In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Keep in mind that the changes affect all users assigned to the profile. Formula Field not visible in Layout - Salesforce Stack Exchange Even with a full-width list, its hard for users to scan all the way across. Compact Layout Limitations and Considerations. Its ok. Like a glass of lemonade on a warm summer day. Go to Field Level Security. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. 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.
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