Never mind. 3.Make the new compact layout the default for the Showing record type. Why doesn't this short exact sequence of sheaves split? Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. It isn't that your changes aren't being applied. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. 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). Change). 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! Sign Up Have an account? That solved it . The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. Then you find this field in the event compact layout settings as well. 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. Hello! When I . 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. Is there any known 80-bit collision attack? However, in Lightning Experience, the page elements display differently and some arent supported. 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. Also , when I'm querying the field in a controller , it's saying : There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. Any help? Goto Activity Custom Fields and create a new field "Property", Text 255. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Any suggestions please? Copyright 2000-2022 Salesforce, Inc. All rights reserved. Solution Deployed. Various trademarks held by their respective owners. New >> Enter the label >> Add the fields to the compact layout. However, in Lightning, the compact layouts dont require a console view. 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. (Hint: Do not change the primary compact layout for events. Jennifer Cole So lots of work, little reward. Compact layouts also control how records display in the Salesforce mobile app. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Learn in-demand skills that lead to top jobs with Trailhead. Home Article Learn Lightning: Compact Layouts. Now, lets check out that same record in Lightning with a custom compact layout. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Click View on the object that must be modified. Set Up Salesforce Connect to Access Data in Another Org with the. Has anyone found a way to get this challenge passed? 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. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. Are your users not able to see the . The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Keep in mind that the changes affect all users assigned to the profile. We can also see the same contact record in the mobile app. 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. 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 are the fields that will appear at the very top of my Guest record page, so I pick the fields that are the most important to me and save it. Heres an example of an opportunity record page. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Way cleaner. (On smaller screens, the highlights panel displays fewer fields.) First, we need to find and open the lead page layout. 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. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. I had to convert number fields to text using the TEXT function. 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. [], By A field is added to the compact layout, but it is missing in the highlights panel. 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. Hank Scurry 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. . 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. Page Layouts. 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. Thanks Abhinav. We are using Person Accounts. Change), You are commenting using your Facebook account. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Dislike 0 Need an account? I beg to differ with it. Step 1: From Setup, I go into the object manager and select Guest. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. First, lets look at the org we use to manage podcasts. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Peggy I reread your comment and realized what you meant about highlighting. Were going to change that. Step 2: In my Guest object, I scroll down to find compact layouts. Lets look at the Details field for the Grades related list. rev2023.5.1.43405. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. TIA. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. :). No such column 'ABCD__c' on entity 'PAC__c'. Learn more about Stack Overflow the company, and our products. list view is below. Search for an answer or ask a question of the zone or Customer Support. What am I missing? April 28, 2023, You asked; we listened. Home Article How I Solved This: Compact Custom Related List Details. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Part 3: Create & Clone Users Is there such a thing as "right to be heard" by the authorities? Save. Hello!! 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. By The field you put first displays at the top in bold. Search for an answer or ask a question of the zone or Customer Support. Do you have an interesting idea or useful tip that you want to share? Here are a few more more tidbits about how compact layouts work. Why refined oil is cheaper than cold press oil? . Compact layouts control which fields your users see in the highlights panel at the top of a record. 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. Compact layouts also control how records display in the Salesforce mobile app. Are your users not able to see the fields you've . I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. It's part of a playlist that shows other Lightning layout modifications that you should consider. on Report. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Thats not a bug, theyre just not the fields that are used for that record type. Customize Task List Actions. Same here. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. The fields in the highlights panel are customized using a compact layout. Enable Task Notifications. I support showing only the absolute minimum number of fields when creating a new Salesforce record. Well get into compact layouts shortly. Ella Marks Hi Paul, Im with the same problem, Im stuck in this challenge. How a top-ranked engineering school reimagined CS curriculum (Ep. 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. Various trademarks held by their respective owners. 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. We can help our users see what they need on mobile screens to quick recognize the records. Do you have permission to access that field. 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. Move the required fields from Available to Selected. What is the symbol (which looks similar to an equals sign) called? 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. How I Solved This: Compact Custom Related List Details. 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. 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. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page 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." Search for an answer or ask a question of the zone or Customer Support. It only takes a minute to sign up. I'm getting the exact same error. Part 2: Create an App Learn how he approached building his solution and his tips for developing admin skills. 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. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Sign In Dismiss Set Page Layouts and Field-Level Security. 4. looks like your Field Level Security (FLS) has not been setup correctly. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. To learn more, see our tips on writing great answers. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Check out the rest of the Learn Lightning series: Part 1: Setup Thanks. Learn how she approached building her solution and her tips for developing admin skills. Customize the Fields that Display on Tasks in the Activity Timeline. In step 4 ensure that Event Layout is marked. 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. 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. Rename Object, Tab, and Field Labels. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. "Existing Customer - Upgrade", "Exist-Up". Making statements based on opinion; back them up with references or personal experience. Maria wants to call attention to the most important fields on the object when her users view the audit records. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? Gillian is a Principal Admin Evangelist at Salesforce. When do you use in the accusative case? 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. Paul. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Why don't we use the 7805 for car phone chargers? 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. 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. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? It shows the name of the layout and a list of fields to display. 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 added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. Compact layouts support all field types except: text area. The point Im making is that you get information fast. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? You can see that the System Default compact layout is assigned as the primary compact layout right now. Compact layouts control which fields users see in the highlights panel at the top of a record. Notice that, in the screenshot, each row has about half of the columns empty. | looks like your Field Level Security (FLS) has not been setup correctly. 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. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. For example, below is a related list of the Grades custom object in an education org. 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. Browse other questions tagged. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . ! I click New to create a new layout. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. 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! Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? The result speaks for itself! Go figure rich text area. Assign Compact Layouts to Record Types. Then Set Field-Level Security and make sure it is visible to your profile. (LogOut/ New >> Enter the label >> Add the fields to the compact layout. My upgraded (pardon the pun!) Part 5: Create & Edit Objects 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. Removing a field from a page layout . 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. But that required creating console views for every user- and not every user like the console. Should have thought about it in first place ! Considerations for Closing and Reopening Tasks. We have separate compact layouts for each object. **Salesforce Lightning 201-4a: Modifying Related List Quick Links For example, show phone numbers and regions on an account. 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. 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 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. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Why is the record UI truncating a formula field? Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. First, find and open the compact layouts node in Setup for Energy Audit. It shows the name of the layout and a list of fields to display. Connect and share knowledge within a single location that is structured and easy to search. 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. Step 5: See it in action. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Describe how compact layouts help your users. Compact Layouts. He has 9 Salesforce certifications. Get status updates and tell . 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. 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. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Asking for help, clarification, or responding to other answers. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. By Learn how she approached building her solution and her tips for developing admin skills. 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! Seriously, thats it. | When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. 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. 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. Thanks for contributing an answer to Salesforce Stack Exchange! 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . Tasks. Thanks! 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 conditionally display fields based on value? Even the formula writing is pretty simple if youve worked with formulas in Salesforce. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Part 6: Create Reports April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Once I went through and caught that it passed ok. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. 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. I click New to create a new layout. Part 8: Create & Edit Permission Sets. xcolor: How to get the complementary color. 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. "Existing Customer - Replacement", "Exist-Repl". With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Click Lead to open the object and then click Page Layouts. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Find Object Management Settings. 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. TIP: Put the objects Name field first to provide context for your users when they view a 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. 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. This video shows how to modify the fields that display at the t. 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. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Is there a generic term for these trajectories? Thanks Sameer for your comment that was the right answer. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Click Edit. | Select Read and Edit checkbox for the field they must have access with. click on a date with an event that had a formula or custom field on the compact layout. Or, show stages, amounts, and ownership fields on an opportunity. | It is the web browser choosing to use the old Compact Layout state. Grades use two very different record types: Course Grade and Attendance. Step 4: Now that Ive created my compact layout, I need to assign it as the default. i.e the field itself is not showing up ,let alone value. Not sure how to continue.
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