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). Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Learn in-demand skills that lead to top jobs with Trailhead. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. 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. What is the symbol (which looks similar to an equals sign) called? Is there a generic term for these trajectories? Part 2: Create an App Various trademarks held by their respective owners. 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. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. The result speaks for itself! Custom fields not showing value in Comp | Known Issues - Salesforce You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Hello! How to hide fields in New mode in Salesforce Dynamic Forms - Medium Compact Layout Limitations and Considerations. 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. Compact Layout field changes not reflected in Lightning - 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. Its ok. Like a glass of lemonade on a warm summer day. Thanks. Or, show stages, amounts, and ownership fields on an opportunity. Compact Layouts - Salesforce Learn in-demand skills that lead to top jobs with Trailhead. Click Edit. It only takes a minute to sign up. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. . It's part of a playlist that shows other Lightning layout modifications that you should consider. First, let me remind you that you dont need to do this every time. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. Hi Paul, Im with the same problem, Im stuck in this challenge. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. How a top-ranked engineering school reimagined CS curriculum (Ep. Custom Field Not Showing Up Even Though it's In the Page Layout I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. The error message was a little mis-leading :). Below, Ive placed an even more generic example. Is there such a thing as "right to be heard" by the authorities? 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. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? Click Profile. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Preena Johansen No such column 'ABCD__c' on entity 'PAC__c'. 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? 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! You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Go to create --> object --> Pac --> Select your field. Hank Scurry Go figure TIA. 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. Making statements based on opinion; back them up with references or personal experience. click on a date with an event that had a formula or custom field on the compact layout. Learn Lightning: Compact Layouts - Salesforce Admins RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Now, lets check out that same record in Lightning with a custom compact layout. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Step 2: In my Guest object, I scroll down to find compact layouts. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! And sweet fancy moses do they make the page come alive! 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! Compact layouts also control how records display in the Salesforce mobile app. Heres the related page for the same account object in Lightning Experience. Set Up Salesforce Connect to Access Data in Another Org with the. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Rename Object, Tab, and Field Labels. Step 1: From Setup, I go into the object manager and select Guest. list view is below. Any help? You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Same here. It is the web browser choosing to use the old Compact Layout state. rev2023.5.1.43405. Various trademarks held by their respective owners. Navigate to -. First, we need to find and open the lead page layout. long text area. Hello!! Save. there is my new compact layout. Removing a field from a page layout . With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience.
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