Now, lets check out that same record in Lightning with a custom compact layout. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. Not sure how to continue. First, let me remind you that you dont need to do this every time. Go to Field Level Security. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Control User Access to Fields. What am I missing? "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Enter your email address to subscribe to this blog and receive notifications of new posts by email. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Compact layouts also control how records display in the Salesforce mobile app. Learn how she approached building her solution and her tips for developing admin skills. Compact layouts control which fields your users see in the highlights panel at the top of a record. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. How I Solved This: Compact Custom Related List Details Learn how she approached building her solution and her tips for developing admin skills. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Part 6: Create Reports 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. Browse other questions tagged. 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. . We can also see the same contact record in the mobile app. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Design a site like this with WordPress.com, Follow Salesforce Thinkers on WordPress.com, Text Formula Operators and Functions in Salesforce, Math Formula Operators and Functions in Salesforce. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . 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). Also , when I'm querying the field in a controller , it's saying : Considerations for Enabling User Control of Task Notifications. 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. Salesforce Lightning 201-2: Adding Fields to the Compact Layout If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. 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. Click Save. 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. Search for an answer or ask a question of the zone or Customer Support. But what org type should you use for building and testing? | Ella Marks 4. looks like your Field Level Security (FLS) has not been setup correctly. Jennifer Cole 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! Example : In this case we will create a compact layout for the Contact object.

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