In Classic, compact layouts were only used for Salesforce1 mobile experience. Step 4: Now that Ive created my compact layout, I need to assign it as the default. Solution Deployed. 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. Hoc Ngo #Customer Service . I support showing only the absolute minimum number of fields when creating a new Salesforce record. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. I had 8 fields and thats the reason, I was not able to view it. Maria wants to call attention to the most important fields on the object when her users view the audit records. Grades use two very different record types: Course Grade and Attendance. A few moments' work and this version of the related list has all the details my users might need: How I solved it. Click Lead Layout. "Existing Customer - Upgrade", "Exist-Up". Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. Thanks. 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. Like a glass of lemonade under a shade tree on a warm summer day. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. A compact layout lets you put the most important fields where your users can easily see them. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Rename Object, Tab, and Field Labels. Preena Johansen Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Part 6: Create Reports 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! Has anyone found a way to get this challenge passed? Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Thanks Abhinav. Search for an answer or ask a question of the zone or Customer Support. 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. Way cleaner. Go to create --> object --> Pac --> Select your field. Well get into compact layouts shortly. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. Asking for help, clarification, or responding to other answers. 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. As with page layouts, there are separate compact layouts for each object. Step 5: See it in action. Here are a few more more tidbits about how compact layouts work. First, lets look at the org we use to manage podcasts. I click New to create a new layout. Various trademarks held by their respective owners. The fields in the highlights panel are customized using a compact layout. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Get status updates and tell . Are your users not able to see the . Hi Paul, Im with the same problem, Im stuck in this challenge. I click New to create a new layout. 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. 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. Part 4: Create Groups | Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? April 28, 2023, You asked; we listened. 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. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. 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. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. Were going to change 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. Home Article Learn Lightning: Compact Layouts. Enable Group Tasks in Salesforce Classic. First, we need to find and open the lead page layout. Go figure 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! With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Is there such a thing as "right to be heard" by the authorities? It shows the name of the layout and a list of fields to display. 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? Example : In this case we will create a compact layout for the Contact object. 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. Paul. These page layout elements arent supported in Lightning Experience. The best answers are voted up and rise to the top, Not the answer you're looking for? (Hint: Do not change the primary compact layout for events. I have a formula field which , when I'm pulling to page layout is not showing up at all. Various trademarks held by their respective owners. . We are all about the community and sharing ideas. 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. Heres a sample contact record in Lightning Experience. Highlights panels display the first field from the compact layout at the top in an accented font. Got same error on Step 3 while taking Challenge, Please advice. Show me your screenshots @gilliankbruce! Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? 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! She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. 4. looks like your Field Level Security (FLS) has not been setup correctly. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. The point Im making is that you get information fast. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. The result speaks for itself! Learn in-demand skills that lead to top jobs with Trailhead. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. 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. How a top-ranked engineering school reimagined CS curriculum (Ep. 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. 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. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Considerations for Closing and Reopening Tasks. But what org type should you use for building and testing? Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? (LogOut/ This is a podcast record in Classic. I click on a guest record and voila! Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! We are all about the community and sharing ideas. 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. 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. We can also see the same contact record in the mobile app. You can see that the System Default compact layout is assigned as the primary compact layout right now. Part 3: Create & Clone Users What compact layouts have you created in Lightning? 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. :). 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. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? However, in Lightning, the compact layouts dont require a console view. ! Assign Compact Layouts to Record Types. Click View on the object that must be modified. Or, show stages, amounts, and ownership fields on an opportunity. Heres an example of an opportunity record page. Custom Field Not Showing Up for Opportunity Product. Then you find this field in the event compact layout settings as well. Check out the page view of the same record in Lightning. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. I'm getting the exact same error. 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. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Hi Reid -- the API names are correct, I believe. 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). 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. From Setup, click Object Manager. 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. . In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Notice that, in the screenshot, each row has about half of the columns empty. Control User Access to Fields. Compact layouts control which fields users see in the highlights panel at the top of a record. Compact layouts support all field types except: text area. The field we put first displays at the top in bold. Mostly because I was trying to keep the mountain of user requests manageable and those felt like the ultra detail and finer points I didnt have a chance to get to. Why refined oil is cheaper than cold press oil? It isn't that your changes aren't being applied. 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. 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! 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. 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. Do you have permission to access that field. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. 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. First, let me remind you that you dont need to do this every time. Then Set Field-Level Security and make sure it is visible to your profile. The field you put first displays at the top in bold. 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." You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. To learn more, see our tips on writing great answers. Why don't we use the 7805 for car phone chargers? Thats not a bug, theyre just not the fields that are used for that record type. 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. | there is my new compact layout. When I . Thanks for contributing an answer to Salesforce Stack Exchange! | I had to convert number fields to text using the TEXT function. 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. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. | 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. 3.Make the new compact layout the default for the Showing record type. Describe how compact layouts help your users. 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. However, in Lightning Experience, the page elements display differently and some arent supported. 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. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Paolo Sambrano Enable Recurring Tasks. xcolor: How to get the complementary color. New >> Enter the label >> Add the fields to the compact layout. Do you have an interesting idea or useful tip that you want to share? It shows the name of the layout and a list of fields to display. 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. So lots of work, little reward. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? So I converted the month, then day, then year, each with the slash between them as text. Should have thought about it in first place ! 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. Learn in-demand skills that lead to top jobs with Trailhead. I did that and the field appeared and I added to the compact layout without a problem. 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. 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 a sample compact layout edit page for the Account object. For example, show phone numbers and regions on an account. 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. Click Profile. Hello! By My upgraded (pardon the pun!) By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Change). Eugenia Kang Connect, learn, have fun and give back with #AwesomeAdmins across the globe. We can help our users see what they need on mobile screens to quick recognize the records. 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. That solved it . With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. list view is below. TIP: Put the objects Name field first to provide context for your users when they view a record. **Salesforce Lightning 201-4a: Modifying Related List Quick Links Change), You are commenting using your Facebook account. For example, below is a related list of the Grades custom object in an education org. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Create Compact Layouts. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Learn how she approached building her solution and her tips for developing admin skills. (On smaller screens, the highlights panel displays fewer fields.) Jennifer Cole Thanks! multi-select picklist. Heres the related page for the same account object in Lightning Experience. Page Layouts. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Gillian is a Principal Admin Evangelist at Salesforce. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. rich text area. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. 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. 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. 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. 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. Tasks. My profile can see the PersonAccount records. Connect and share knowledge within a single location that is structured and easy to search. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. | Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. When do you use in the accusative case? Never mind. Save. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. 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.
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