Asking for help, clarification, or responding to other answers. Compact layouts control which fields users see in the highlights panel at the top of a record. First, let me remind you that you dont need to do this every time. April 6, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. 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. | She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Example : In this case we will create a compact layout for the Contact object. Preena Johansen 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! This is a podcast record in Classic. By Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? However, in Lightning, the compact layouts dont require a console view. Any suggestions please? It is the web browser choosing to use the old Compact Layout state. If your org supports multiple page layouts, you can create a page layout from the Page Layouts related list on any object in the Object Manager. (LogOut/ Allow more than 4 fields in Lightning Compact Layout - Salesforce Part 5: Create & Edit Objects 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. Enable Task Notifications. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Set Up Salesforce Connect to Access Data in Another Org with the. Grades use two very different record types: Course Grade and Attendance. Set Page Layouts and Field-Level Security. We can also see the same contact record in the mobile app. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. there is my new compact layout. How to hide fields in New mode in Salesforce Dynamic Forms - Medium For example, below is a related list of the Grades custom object in an education org. Change). The best answers are voted up and rise to the top, Not the answer you're looking for? 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! I'm getting the exact same error. Part 4: Create Groups Hello! April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Check out the page view of the same record in Lightning. 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. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. 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. 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. 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. (On smaller screens, the highlights panel displays fewer fields.) 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. Page Layouts. Click Edit. Does a password policy with a restriction of repeated characters increase security? Maria wants to call attention to the most important fields on the object when her users view the audit records. Customize Record Highlights with Compact Layouts - Salesforce long text area. Same here. 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 I . 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. Removing a field from a page layout . It's part of a playlist that shows other Lightning layout modifications that you should consider. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Thats not a bug, theyre just not the fields that are used for that record type. From Setup, click Object Manager. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. 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. Compact Layout fields not showing up on my Record Type. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. TIP: Put the objects Name field first to provide context for your users when they view a record. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. Meanwhile, an Attendance record counts absences for the semester. I had to convert number fields to text using the TEXT function. Compact layouts support all field types except: text area. Considerations for Enabling User Control of Task Notifications. Connect and share knowledge within a single location that is structured and easy to search. When do you use in the accusative case? Compact and Mini Page Layouts in Salesforce These page layout elements arent supported in Lightning Experience. 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. However, in Lightning Experience, the page elements display differently and some arent supported. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Go figure For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. Welcome to another post in the How I Solved This series. Dislike 0 Need an account? My profile can see the PersonAccount records. How a top-ranked engineering school reimagined CS curriculum (Ep. | Copyright 2000-2022 Salesforce, Inc. All rights reserved. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. These page layout elements are supported in Lightning Experience. Click Profile. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Do you have permission to access that field. Eugenia Kang Why is the record UI truncating a formula field? 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. Search for an answer or ask a question of the zone or Customer Support. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Or, show stages, amounts, and ownership fields on an opportunity. Various trademarks held by their respective owners. Added a field to compact layout, but it is missing in the highlights 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. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . xcolor: How to get the complementary color. 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! So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . 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. April 28, 2023, You asked; we listened. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. Here are a few more more tidbits about how compact layouts work. Control User Access to Fields. I found a check box I hadnt checked fixing that solved the problem for the next module. rev2023.5.1.43405. 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. We can help our users see what they need on mobile screens to quick recognize the records. Then Set Field-Level Security and make sure it is visible to your profile. Thanks for contributing an answer to Salesforce Stack Exchange! Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce Compact Layout Limitations and Considerations. Assign Compact Layouts to Record Types. Compact Layouts. Customize the Fields that Display on Tasks in the Activity - Salesforce And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Find Object Management Settings. 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). This story will show how to hide unnecessary fields. Heres the related page for the same account object in Lightning Experience. This is extremely painful. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Step 5: See it in action. 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. 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. . 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. The point Im making is that you get information fast. Learn how he approached building his solution and his tips for developing admin skills. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? 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. Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Thanks! And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. The module I'm on isAdmin Beginner->Salesforce Mobile App Customization->, I finally figured it out -- turns out there was a checkbox from the PREVIOUS unit that I'd missed. [], By Thanks Sameer for your comment that was the right answer. New >> Enter the label >> Add the fields to the compact layout. Part 6: Create Reports A field is added to the compact layout, but it is missing in the highlights panel. Seriously, that . 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. As with page layouts, there are separate compact layouts for each object. Each record type can have only one compact layout assigned to it. list view is below. The fields in the highlights panel are customized using a compact layout. Do you have an interesting idea or useful tip that you want to share? Formula Field not visible in Layout - Salesforce Stack Exchange Salesforce Lightning 201-2: Adding Fields to the Compact Layout You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. I beg to differ with it. 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. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. 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. Create Compact Layouts. Below, Ive placed an even more generic example. 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 Classic, compact layouts were only used for Salesforce1 mobile experience. Is there such a thing as "right to be heard" by the authorities? We are using Person Accounts. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? looks like your Field Level Security (FLS) has not been setup correctly. Search for an answer or ask a question of the zone or Customer Support. Step 4: Now that Ive created my compact layout, I need to assign it as the default. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Follow along with this video series to ensure youre adhering to the best practice of least privilege access: giving your users the data access they needand only what [], By Lets look at the Details field for the Grades related list. Various trademarks held by their respective owners. Any help? Rename Object, Tab, and Field Labels. Copyright 2000-2022 Salesforce, Inc. All rights reserved. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Click Lead to open the object and then click Page Layouts. Then you find this field in the event compact layout settings as well. Browse other questions tagged. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. How I Solved This: Compact Custom Related List Details It only takes a minute to sign up. Go to Field Level Security. 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 also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. No such column 'ABCD__c' on entity 'PAC__c'. click on a date with an event that had a formula or custom field on the compact layout. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. Click Lead Layout. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. In the Salesforce mobile app, the fields that we assign to a compact layout appear in: Compact layouts support all field types except: We can access a mini page layout from the existing page layout. Hank Scurry Once I went through and caught that it passed ok. TIA. Compact layouts control which fields your users see in the highlights panel at the top of a record. Having trouble completing "Customize compact layouts" - Salesforce Is there a generic term for these trajectories? Is there any known 80-bit collision attack? Customize the Fields that Display on Tasks in the Activity Timeline. "Existing Customer - Replacement", "Exist-Repl". Learn in-demand skills that lead to top jobs with Trailhead.
