Jennifer Cole The rest of the details are below, so users can still scroll down to see all the fields for the object. Sign Up Have an account? Not sure how to continue. To learn more, see our tips on writing great answers. Browse other questions tagged. A compact layout lets you put the most important fields where your users can easily see them. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Seriously, that . Various trademarks held by their respective owners. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. In Classic, compact layouts were only used for Salesforce1 mobile experience. Gillian is a Principal Admin Evangelist at Salesforce. | Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Compact layouts also control how records display in the Salesforce mobile app. Is there such a thing as "right to be heard" by the authorities? 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. 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. (On smaller screens, the highlights panel displays fewer fields.) Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. The best answers are voted up and rise to the top, Not the answer you're looking for? 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. These page layout elements are supported in Lightning Experience. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. First, we need to find and open the lead page layout. Notice that, in the screenshot, each row has about half of the columns empty. Customize Task List Actions. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. However, in Lightning, the compact layouts dont require a console view. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. And since Compact Layouts tied directly to Salesforce1- which a small part of my user base was using- I focused on wins that drove adoption to the broader set of users. I click New to create a new layout. The error message was a little mis-leading :). Search for an answer or ask a question of the zone or Customer Support. Hello!! Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . But that required creating console views for every user- and not every user like the console. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Describe how compact layouts help your users. When I . Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Its now got even more information for each row than the original list view could display when I took a screenshot of the full-width view! 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! Why don't we use the 7805 for car phone chargers? Instead of related lists with compromises for which fields to display, weve got related lists that show exactly the information users need and that fit within the width of 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. New >> Enter the label >> Add the fields to the compact layout. Click View on the object that must be modified. Learn more about Stack Overflow the company, and our products. multi-select picklist. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. Connect and share knowledge within a single location that is structured and easy to search. New >> Enter the label >> Add the fields to the compact layout. 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. Mini page layout help us to see the minimum required details to get an overview of a record, without going to the records detail page. Thanks. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? 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. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Hoc Ngo #Customer Service . We can help our users see what they need on mobile screens to quick recognize the records. 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. 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. Part 7: Create & Edit Profiles RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. I click New to create a new layout. Do you have an interesting idea or useful tip that you want to share? Thanks for contributing an answer to Salesforce Stack Exchange! 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. Learn how she approached building her solution and her tips for developing admin skills. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. | I did that and the field appeared and I added to the compact layout without a problem. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? 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! Also , when I'm querying the field in a controller , it's saying : 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). The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By We are all about the community and sharing ideas. Or, show stages, amounts, and ownership fields on an opportunity. When do you use in the accusative case? Compact layouts support all field types except: text area. Maria wants to call attention to the most important fields on the object when her users view the audit records. Various trademarks held by their respective owners. Customize the Fields that Display on Tasks in the Activity Timeline. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. A few moments' work and this version of the related list has all the details my users might need: How I solved it. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. I had 8 fields and thats the reason, I was not able to view it. If Enhanced Profile User Interface is disabled: Select the name of the user. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. We are all about the community and sharing ideas. Removing a field from a page layout . For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. 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. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. 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. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Thats not a bug, theyre just not the fields that are used for that record type. Heres the related page for the same account object in Lightning Experience. This video shows how to modify the fields that display at the t. Step 2: In my Guest object, I scroll down to find compact layouts. Keep in mind that the changes affect all users assigned to the profile. Were going to change that. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Well get into compact layouts shortly. 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. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Below, Ive placed an even more generic example. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. What is the symbol (which looks similar to an equals sign) called? This is extremely painful. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . Never mind. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. Do you have an interesting idea or useful tip that you want to share? Any help? Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. With Lighting your users dont have to search the page for relevant information- they get it at the top of the page, so they can consume it and continue on with their day. Various trademarks held by their respective owners. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. I beg to differ with it. (LogOut/ This video walks you through the settings in the custom object wizard to make sure your fields are visible to the right profiles, and on the page layout. What compact layouts have you created in Lightning? Custom Field Not Showing Up for Opportunity Product. Enable Task Notifications. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. 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. The point Im making is that you get information fast. Control User Access to Fields. Does a password policy with a restriction of repeated characters increase security? Step 4: Now that Ive created my compact layout, I need to assign it as the default. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! What am I missing? My upgraded (pardon the pun!) Here are a few more more tidbits about how compact layouts work. The solution has been given byWolfgang Kampktter, Kindly closed this question and mark as solved, 1.Create a new event compact layout with the label:Showing Mobile Layout. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Save. Compact layouts also control how records display in the Salesforce mobile app. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. 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. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Home Article Learn Lightning: Compact Layouts. Why refined oil is cheaper than cold press oil? It seems that it does not matter how many times you try and perform aCompact Layout Assignment to try and change the Record Type Overrides from the System Default to the Showing Mobile Layout and save it the system reverts back. Click Save. It only takes a minute to sign up. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. 3.Make the new compact layout the default for the Showing record type. Move the required fields from Available to Selected. So I converted the month, then day, then year, each with the slash between them as text. xcolor: How to get the complementary color. The mini page layout defines the hover details that display when we mouse over a field on an objects detail page or in the Recent Items section of the sidebar. I found a check box I hadnt checked fixing that solved the problem for the next module. Set Page Layouts and Field-Level Security. Check out the page view of the same record in Lightning. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Meanwhile, an Attendance record counts absences for the semester. 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. Part 6: Create Reports And sweet fancy moses do they make the page come alive! 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. As with page layouts, there are separate compact layouts for each object. Example : In this case we will create a compact layout for the Contact object. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Search for an answer or ask a question of the zone or Customer Support. Why is the record UI truncating a formula field? Go to create --> object --> Pac --> Select your field. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? ! Hi Paul, Im with the same problem, Im stuck in this challenge. By Got same error on Step 3 while taking Challenge, Please advice. Compact Layout Limitations and Considerations. there is my new compact layout. Now in the point 3, I got this error message: "The 'Showing Mobile Layout' compact layout does not appear set as the default layout for the 'Showing' record type." When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. TIP: Put the objects Name field first to provide context for your users when they view a record. This is a podcast record in Classic. A field is added to the compact layout, but it is missing in the highlights panel. Is there a generic term for these trajectories? When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field displays the first five fields from the compact layout. Copyright 2000-2022 Salesforce, Inc. All rights reserved. These page layout elements arent supported in Lightning Experience. Is there any known 80-bit collision attack? It shows the name of the layout and a list of fields to display. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. We'll check visibility by field, and then we'll check by profile, since depending on the situation, one way might be faster than another. It's part of a playlist that shows other Lightning layout modifications that you should consider. That solved it . Get status updates and tell . When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. . Enable Recurring Tasks. Part 5: Create & Edit Objects in your formula, which would give quick graphical information in your related list, like this: SteveMos Formulas for the Everyday Admin at Londons Calling, How I Solved It: Run a Flow Scheduled Path Based on a Field Change, How I Solved This: Beat the Formula Compile Error, How I Solved This: Easy Image Flags with Emoji, How I Solved It: Manage Data with MuleSoft, How I Solved It: Design User-Friendly Apps, How I Solved It: Deliver Insights with CRM Analytics. Tasks. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Thanks Abhinav. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. The result speaks for itself! | So lots of work, little reward. 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. Navigate to -. 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! on Report. Part 8: Create & Edit Permission Sets. i.e the field itself is not showing up ,let alone value. We are using Person Accounts. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. 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.
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