salesforce compact layout not showing all fields

What compact layouts have you created in Lightning? Why don't we use the 7805 for car phone chargers? You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Heres the related page for the same account object in Lightning Experience. I support showing only the absolute minimum number of fields when creating a new Salesforce record. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. By 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. Peggy I reread your comment and realized what you meant about highlighting. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. 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. :). Way cleaner. 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! 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. click on a date with an event that had a formula or custom field on the compact layout. Open in app Solution Deployed. Tasks. I am not sure anyone has solved this. 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. 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! Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. It isn't that your changes aren't being applied. And heres what that same account record looks like in the mobile app. 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. 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. rich text area. 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. Once I went through and caught that it passed ok. | Lets make that happen by creating a custom compact layout for the Energy Audit custom object. From Setup, click Object Manager. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. 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. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. Compact Layout Limitations and Considerations. 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. These page layout elements arent supported in Lightning Experience. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. What am I missing? Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. 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. Learn in-demand skills that lead to top jobs with Trailhead. 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. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Go to Field Level Security. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Learn how she approached building her solution and her tips for developing admin skills. Customize Task List Actions. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Save. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. Why is the record UI truncating a formula field? Click Profile. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. 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. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. A few moments' work and this version of the related list has all the details my users might need: How I solved it. Sign In Dismiss The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Connect, learn, have fun and give back with #AwesomeAdmins across the globe. there is my new compact layout. Hello! | The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. 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. Step 2: In my Guest object, I scroll down to find compact layouts. Gillian is a Principal Admin Evangelist at Salesforce. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. Do you have permission to access that field. This is extremely painful. Part 4: Create Groups Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. I found a check box I hadnt checked fixing that solved the problem for the next module. Sign Up Have an account? Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. Part 3: Create & Clone Users Seriously, thats it. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. 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. Making statements based on opinion; back them up with references or personal experience. Lets look at the Details field for the Grades related list. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. The field you put first displays at the top in bold. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. looks like your Field Level Security (FLS) has not been setup correctly. When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. Get status updates and tell . 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. It is the web browser choosing to use the old Compact Layout state. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Heres a sample contact record in Lightning Experience. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? I have a formula field which , when I'm pulling to page layout is not showing up at all. Notice that, in the screenshot, each row has about half of the columns empty. Copyright 2000-2022 Salesforce, Inc. All rights reserved. That solved it . 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. Is there such a thing as "right to be heard" by the authorities? Thanks. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Various trademarks held by their respective owners. 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. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. Thats not a bug, theyre just not the fields that are used for that record type. Thanks for contributing an answer to Salesforce Stack Exchange! Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. 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. Move the required fields from Available to Selected. 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. 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." Then you find this field in the event compact layout settings as well. Compact layouts control which fields your users see in the highlights panel at the top of a record. Compact Layouts. **Salesforce Lightning 201-4a: Modifying Related List Quick Links Does a password policy with a restriction of repeated characters increase security? Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Custom Field Not Showing Up for Opportunity Product. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. First, find and open the compact layouts node in Setup for Energy Audit. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Hi Paul, Im with the same problem, Im stuck in this challenge. 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. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Is there a generic term for these trajectories? It shows the name of the layout and a list of fields to display. Example : In this case we will create a compact layout for the Contact object. To learn more, see our tips on writing great answers. Learn how she approached building her solution and her tips for developing admin skills. Find Object Management Settings. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. Click Lead to open the object and then click Page Layouts. Jennifer Cole We are using Person Accounts. Thats the moment to think, Perhaps I need a formula here instead!. Considerations for Closing and Reopening Tasks. Learn how he approached building his solution and his tips for developing admin skills. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. I click New to create a new layout. 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. Step 4: Now that Ive created my compact layout, I need to assign it as the default. Enable Group Tasks in Salesforce Classic. At some point, I remember seeing the highlights panel in Service Cloud, where you could add info to three panes and thought that was the bees knees. rev2023.5.1.43405. 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. i.e the field itself is not showing up ,let alone value. 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. It shows the name of the layout and a list of fields to display. Any help? Navigate to -. I click on a guest record and voila! Even the formula writing is pretty simple if youve worked with formulas in Salesforce. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Your Layouts Can Customize Lightning Experience Records, Get more from Salesforce with our educational webinars, Understand how page layout elements drive content on record pages in Lightning Experience, Identify which part of the Lightning Experience user interface is driven by a compact layout, 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. 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. We are all about the community and sharing ideas. Thanks Sameer for your comment that was the right answer. 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 created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. 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. Welcome to another post in the How I Solved This series. Check out the page view of the same record in Lightning. Step 5: See it in action.
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