By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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. Learn how he approached building his solution and his tips for developing admin skills. 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. This video shows how to modify the fields that display at the t. 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. Hi Reid -- the API names are correct, I believe. The best answers are voted up and rise to the top, Not the answer you're looking for? What is the symbol (which looks similar to an equals sign) called? if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Goto Activity Custom Fields and create a new field "Property", Text 255. My profile can see the PersonAccount records. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Step 2: In my Guest object, I scroll down to find compact layouts. Find Object Management Settings. | Compact layouts support all field types except: text area. 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? 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 Layout Limitations and Considerations. Heres a sample contact record in Lightning Experience. Example : In this case we will create a compact layout for the Contact object. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Making statements based on opinion; back them up with references or personal experience. Heres a sample compact layout edit page for the Account object. A compact layout lets you put the most important fields where your users can easily see them. Why is the record UI truncating a formula field? Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Search for an answer or ask a question of the zone or Customer Support. 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. The fields in the highlights panel are customized using a compact layout. Move the required fields from Available to Selected. **Salesforce Lightning 201-4a: Modifying Related List Quick Links Lets look at the Details field for the Grades related list. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Never mind. | Each record type can have only one compact layout assigned to it. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. i.e the field itself is not showing up ,let alone value. Step 1: From Setup, I go into the object manager and select Guest. 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. Does a password policy with a restriction of repeated characters increase security? long text area. Solution Deployed. Gillian is a Principal Admin Evangelist at Salesforce. Thanks for contributing an answer to Salesforce Stack Exchange! Even with a full-width list, its hard for users to scan all the way across. Home Article Learn Lightning: Compact Layouts. | But what org type should you use for building and testing? Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Is there a generic term for these trajectories? I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. 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. 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. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Peggy I reread your comment and realized what you meant about highlighting. Search for an answer or ask a question of the zone or Customer Support. (Hint: Do not change the primary compact layout for events. Compact Layout fields not showing up on my Record Type. 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. 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). Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. 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. Heres the related page for the same account object in Lightning Experience. Part 2: Create an App 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. The rest of the details are below, so users can still scroll down to see all the fields for the object. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Copyright 2000-2022 Salesforce, Inc. All rights reserved. This story will show how to hide unnecessary fields. 3.Make the new compact layout the default for the Showing record type. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. I solved this with a formula field that returns text. Part 8: Create & Edit Permission Sets. | First, lets look at the org we use to manage podcasts. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. 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. Click Edit. Why don't we use the 7805 for car phone chargers? Got same error on Step 3 while taking Challenge, Please advice. Event and task compact layouts determine the fields that appear in the details section when you expand an activity in the activity timeline in Lightning Experience. Check out the page view of the same record in Lightning. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Various trademarks held by their respective owners. Sign Up Have an account? Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Open in app You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. [], By When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. We can also see the same contact record in the mobile app. We can help our users see what they need on mobile screens to quick recognize the records. Thanks Abhinav. By Compact layouts control which fields users see in the highlights panel at the top of a record. 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. 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. If a user doesn't have access to one of the fields that you assign to a compact layout, the next field on the layout is used. 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. Any suggestions please? 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! Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. I have a formula field which , when I'm pulling to page layout is not showing up at all. Compact Layouts. How a top-ranked engineering school reimagined CS curriculum (Ep. 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. on Report. New >> Enter the label >> Add the fields to the compact layout. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. For example, show phone numbers and regions on an account. Change), You are commenting using your Facebook account. I'm getting the exact same error. You can see that the System Default compact layout is assigned as the primary compact layout right now. Custom Formula Field on custom object has disappeared from page layout, IMAGE Function not displaying image in field (previously worked), Datetime formula field is not getting updated. Asking for help, clarification, or responding to other answers. Hello!! 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. ! 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! 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! Part 4: Create Groups Considerations for Enabling User Control of Task Notifications. Ella Marks
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