Compact and Mini Page Layouts in Salesforce Making statements based on opinion; back them up with references or personal experience. It isn't that your changes aren't being applied. Connect and share knowledge within a single location that is structured and easy to search. I had 8 fields and thats the reason, I was not able to view it. Added a field to compact layout, but it is missing in the highlights Lets make that happen by creating a custom compact layout for the Energy Audit custom object. It absolutely not allow you to save theRecord Type Overrides from the System Default to the Showing Mobile Layout which is what the lesson is asking you to do. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Im 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. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Compact Layout Limitations and Considerations. Search for an answer or ask a question of the zone or Customer Support. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Click Lead to open the object and then click Page Layouts. Enable Recurring Tasks. Create Compact Layouts. What am I missing? Describe how compact layouts help your users. 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. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. It shows the name of the layout and a list of fields to display. Step 5: See it in action. A compact layout lets you put the most important fields where your users can easily see them. However, in Lightning Experience, the page elements display differently and some arent supported. 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. Dislike 0 Need an account? 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. Well get into compact layouts shortly. | Step 2: In my Guest object, I scroll down to find compact layouts. Peggy I reread your comment and realized what you meant about highlighting. 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. One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI. 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. Maria wants to call attention to the most important fields on the object when her users view the audit records. Thanks! Customize Record Highlights with Compact Layouts - Salesforce If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Not sure how to continue. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Then Set Field-Level Security and make sure it is visible to your profile. 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 Lead Layout. We can help our users see what they need on mobile screens to quick recognize the records. Compact Layouts | Salesforce App Admin Guide | Salesforce Developers Heres a sample compact layout edit page for the Account object. Hello!! Part 4: Create Groups New >> Enter the label >> Add the fields to the compact layout. **Salesforce Lightning 201-4a: Modifying Related List Quick Links RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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! The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. i.e the field itself is not showing up ,let alone value. 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. Compact Layout field changes not reflected in Lightning - Salesforce 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. Meanwhile, an Attendance record counts absences for the semester. And dont forget that your users lose the ability to sort by a column if that column isnt independent. That solved it . Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Page Layouts. 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. Keep in mind that the changes affect all users assigned to the profile. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. This is a podcast record in Classic. Compact layouts control which fields users see in the highlights panel at the top of a record. 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. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. 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. Show me your screenshots @gilliankbruce! Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. The error message was a little mis-leading :). Go figure | 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? Rename Object, Tab, and Field Labels. Any suggestions please? Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Home Article How I Solved This: Compact Custom Related List Details. And heres what that same account record looks like in the mobile app. Is there any known 80-bit collision attack? click on a date with an event that had a formula or custom field on 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. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By | 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. I have a formula field which , when I'm pulling to page layout is not showing up at all. 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. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Also , when I'm querying the field in a controller , it's saying : . Save. 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. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . First, lets look at the org we use to manage podcasts. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. It shows the name of the layout and a list of fields to display. This story will show how to hide unnecessary fields. It only takes a minute to sign up. | 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. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. So lots of work, little reward. 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. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Step 1: From Setup, I go into the object manager and select Guest. Seriously, thats it. 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. 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. Highlights panels display the first field from the compact layout at the top in an accented font. 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! This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Now, lets check out that same record in Lightning with a custom compact layout. So I converted the month, then day, then year, each with the slash between them as text. 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. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. (LogOut/ In Classic, compact layouts were only used for Salesforce1 mobile experience. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? 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. Click Edit. Move the required fields from Available to Selected. Various trademarks held by their respective owners. Asking for help, clarification, or responding to other answers. Home Article Learn Lightning: Compact Layouts. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. 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. Heres an example of an opportunity record page. The first several fields you assign to an objects compact layout appear in the objects record highlights panel and in the expanded lookup card you see when you hover over a link in record details. From Setup, click Object Manager. Eugenia Kang Various trademarks held by their respective owners. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Thanks Sameer for your comment that was the right answer. 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. Compact layouts also control how records display in the Salesforce mobile app. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. 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. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. 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. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Is there such a thing as "right to be heard" by the authorities? Sign In Dismiss Search for an answer or ask a question of the zone or Customer Support. Customize the User Interface Unit | Salesforce Trailhead When do you use in the accusative case? It's part of a playlist that shows other Lightning layout modifications that you should consider. Part 6: Create Reports Navigate to -. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. multi-select picklist. Change), You are commenting using your Facebook account. 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. Were going to change that. Do you have an interesting idea or useful tip that you want to share? Can't complete "Customize Compact Layouts" challenge: Challenge Not yet Click View on the object that must be modified. How I Solved This: Compact Custom Related List Details Customize the Fields that Display on Tasks in the Activity Timeline. Search for an answer or ask a question of the zone or Customer Support. We are using Person Accounts. rev2023.5.1.43405. Do you have permission to access that field. And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Go to create --> object --> Pac --> Select your field. 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. 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. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Notice that, in the screenshot, each row has about half of the columns empty. Hi Paul, Im with the same problem, Im stuck in this challenge. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. Part 5: Create & Edit Objects New >> Enter the label >> Add the fields to the 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." To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Salesforce conditionally display fields based on value? April 28, 2023, You asked; we listened. Select Read and Edit checkbox for the field they must have access with. (On smaller screens, the highlights panel displays fewer fields.) Considerations for Closing and Reopening Tasks. Compact Layout fields not showing up on my Record Type. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Lets look at the Details field for the Grades related list. First, we need to find and open the lead page layout. The result speaks for itself! Learn how she approached building her solution and her tips for developing admin skills. My profile can see the PersonAccount records. Should have thought about it in first place ! Custom Field Not Showing Up Even Though it's In the Page Layout Grades use two very different record types: Course Grade and Attendance. Hello! Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict.
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