We have separate compact layouts for each object. | Not sure how to continue. 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. Well get into compact layouts shortly. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. I have a formula field which , when I'm pulling to page layout is not showing up at all. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Click Edit. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. New >> Enter the label >> Add the fields to the compact layout. Keep in mind that the changes affect all users assigned to the profile. Part 3: Create & Clone Users (On smaller screens, the highlights panel displays fewer fields.) Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. What is the symbol (which looks similar to an equals sign) called? Do you have an interesting idea or useful tip that you want to share? Peggy I reread your comment and realized what you meant about highlighting. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Thanks Sameer for your comment that was the right answer. Making statements based on opinion; back them up with references or personal experience. Compact layouts control which fields users see in the highlights panel at the top of a record. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. 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.
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