What am I missing? 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? Customize Record Details with Page Layouts - Salesforce 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. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. "Existing Customer - Replacement", "Exist-Repl". Compact Layouts | Salesforce App Admin Guide | Salesforce Developers 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. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. (Hint: Do not change the primary compact layout for events. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Heres a sample compact layout edit page for the Account object. Here are a few more more tidbits about how compact layouts work. Paolo Sambrano Hello! PersonAccount fields in Page layouts missing! - Salesforce Stack Exchange The result speaks for itself! Part 6: Create Reports [], By Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Once I went through and caught that it passed ok. 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 story will show how to hide unnecessary fields. 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. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. We can also see the same contact record in the mobile app. 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 5: Create & Edit Objects Select Read and Edit checkbox for the field they must have access with. . You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. Thats the moment to think, Perhaps I need a formula here instead!. Compact layouts also control how records display in the Salesforce mobile app. Change), You are commenting using your Facebook account. Learn in-demand skills that lead to top jobs with Trailhead. 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. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. The error message was a little mis-leading :). 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. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Navigate to -. Hoc Ngo #Customer Service . Gillian is a Principal Admin Evangelist at Salesforce. Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. 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. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. How I Solved This: Compact Custom Related List Details. Or, show stages, amounts, and ownership fields on an opportunity. "Existing Customer - Upgrade", "Exist-Up". Eugenia Kang 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. 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. Seriously, that . Find Object Management Settings. multi-select picklist. The fields in the highlights panel are customized using a compact layout. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Thanks Sameer for your comment that was the right answer. **Salesforce Lightning 201-4a: Modifying Related List Quick Links 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. Jennifer Cole Added a field to compact layout, but it is missing in the highlights Are your users not able to see the . 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. Go to create --> object --> Pac --> Select your field. Custom fields not showing value in Comp | Known Issues - Salesforce By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Part 7: Create & Edit Profiles Search for an answer or ask a question of the zone or Customer Support. Thanks for contributing an answer to Salesforce Stack Exchange! Its ok. Like a glass of lemonade on a warm summer day. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Do you have an interesting idea or useful tip that you want to share? Compact layouts also control how records display in the Salesforce mobile app. First, let me remind you that you dont need to do this every time. (On smaller screens, the highlights panel displays fewer fields.) Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. New >> Enter the label >> Add the fields to the compact 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. Thats not a bug, theyre just not the fields that are used for that record type. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Click Edit. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. I had to convert number fields to text using the TEXT function. i.e the field itself is not showing up ,let alone value. I have a formula field which , when I'm pulling to page layout is not showing up at all. | Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Customize the User Interface Unit | Salesforce Trailhead Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. First, find and open the compact layouts node in Setup for Energy Audit. 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. Asking for help, clarification, or responding to other answers. Compact Layouts - Salesforce Search for an answer or ask a question of the zone or Customer Support. Search for an answer or ask a question of the zone or Customer Support. 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." looks like your Field Level Security (FLS) has not been setup correctly. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Heres the related page for the same account object in Lightning Experience. It only takes a minute to sign up. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. And sweet fancy moses do they make the page come alive! I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Each record type can have only one compact layout assigned to it. The best answers are voted up and rise to the top, Not the answer you're looking for? 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. Compact Layouts. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Page Layouts. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Allow more than 4 fields in Lightning Compact Layout - Salesforce 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. 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. Considerations for Closing and Reopening Tasks. 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. By Considerations for Enabling User Control of Task Notifications. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. on Report. :). 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. 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! To subscribe to this RSS feed, copy and paste this URL into your RSS reader. 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. Well get into compact layouts shortly. Can't complete "Customize Compact Layouts" challenge: Challenge Not yet 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. I had 8 fields and thats the reason, I was not able to view it. Salesforce Lightning 201-2: Adding Fields to the Compact Layout Customize the Fields that Display on Tasks in the Activity - Salesforce With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. Notice that, in the screenshot, each row has about half of the columns empty. Step 2: In my Guest object, I scroll down to find compact layouts. Custom Field Not Showing Up for Opportunity Product. Why is the record UI truncating a formula field? My upgraded (pardon the pun!) To learn more, see our tips on writing great answers. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. When I . The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By 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! Goto Activity Custom Fields and create a new field "Property", Text 255. (LogOut/ If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? 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. Part 4: Create Groups In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Thanks! This video shows how to modify the fields that display at the t. 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. 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. ! Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. How to hide fields in New mode in Salesforce Dynamic Forms - Medium Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Is there any known 80-bit collision attack? Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Example : In this case we will create a compact layout for the Contact object. However, in Lightning, the compact layouts dont require a console view. Meanwhile, an Attendance record counts absences for the semester. 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. I solved this with a formula field that returns text. Compact Layout fields not showing | Salesforce Trailblazer Community You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. It's part of a playlist that shows other Lightning layout modifications that you should consider. Hello!! | For example, below is a related list of the Grades custom object in an education org. How I Solved This: Compact Custom Related List Details Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. 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. Click Save. My profile can see the PersonAccount records. Customize the Fields that Display on Tasks in the Activity Timeline. Maria wants to call attention to the most important fields on the object when her users view the audit records. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Salesforce conditionally display fields based on value? If Enhanced Profile User Interface is disabled: Select the name of the user. Compact Layout Limitations and Considerations. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Generating points along line with specifying the origin of point generation in QGIS, Two MacBook Pro with same model number (A1286) but different year, Ubuntu won't accept my choice of password. xcolor: How to get the complementary color. Assign Compact Layouts to Record Types. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. 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. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. 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. I am not sure anyone has solved this. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. 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. Should have thought about it in first place ! | The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Compact and Mini Page Layouts in Salesforce Why doesn't this short exact sequence of sheaves split? Why refined oil is cheaper than cold press oil? Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? 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. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. 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. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. 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. Custom Field Not Showing Up Even Though it's In the Page Layout 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. 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. I support showing only the absolute minimum number of fields when creating a new Salesforce record. Sign Up Have an account? A field is added to the compact layout, but it is missing in the highlights panel. 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! 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. Show me your screenshots @gilliankbruce! Dislike 0 Need an account? If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. Go to Field Level Security. (LogOut/ Click Lead Layout. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Enable Task Notifications. Seriously, thats it. I click New to create a new layout. Check out the page view of the same record in Lightning. 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. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). 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). Even the formula writing is pretty simple if youve worked with formulas in Salesforce. Learn how she approached building her solution and her tips for developing admin skills. He has 9 Salesforce certifications. Even with a full-width list, its hard for users to scan all the way across. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? This is extremely painful. Same here. Control User Access to Fields. | Click Lead to open the object and then click Page Layouts. Various trademarks held by their respective owners. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Part 8: Create & Edit Permission Sets. 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! It shows the name of the layout and a list of fields to display. 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. Solution Deployed. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page.
salesforce compact layout not showing all fields
