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. 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. Same here. Compact layouts control which fields your users see in the highlights panel at the top of a record. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. I solved this with a formula field that returns text. 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. 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. When I . Change). (LogOut/ 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. Step 1: From Setup, I go into the object manager and select Guest. 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. Click Save. A field is added to the compact layout, but it is missing in the highlights panel. In step 4 ensure that Event Layout is marked. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Home Article Learn Lightning: Compact Layouts. Search for an answer or ask a question of the zone or Customer Support. New >> Enter the label >> Add the fields to the compact layout. I support showing only the absolute minimum number of fields when creating a new Salesforce record. 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. Why doesn't this short exact sequence of sheaves split? Or, show stages, amounts, and ownership fields on an opportunity. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. To learn more, see our tips on writing great answers. Search for an answer or ask a question of the zone or Customer Support. Go figure Create Compact Layouts. This story will show how to hide unnecessary fields. 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. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. Compact layouts control which fields users see in the highlights panel at the top of a record. looks like your Field Level Security (FLS) has not been setup correctly. 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. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. Do you have permission to access that field. 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. A few moments' work and this version of the related list has all the details my users might need: How I solved it. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. For example, below is a related list of the Grades custom object in an education org. Seriously, that . April 28, 2023, You asked; we listened. Jennifer Cole Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Compact Layouts. Enable Group Tasks in Salesforce Classic. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. My upgraded (pardon the pun!) Even the formula writing is pretty simple if youve worked with formulas in Salesforce. Asking for help, clarification, or responding to other answers. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Peggy I reread your comment and realized what you meant about highlighting. 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. rich text area. 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! Various trademarks held by their respective owners. 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. 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. And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Below, Ive placed an even more generic example. The result speaks for itself! Part 3: Create & Clone Users That solved it . Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Hi Paul, Im with the same problem, Im stuck in this challenge. 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. Is there a generic term for these trajectories? Navigate to -. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Customize the Fields that Display on Tasks in the Activity Timeline. Has anyone found a way to get this challenge passed? Learn in-demand skills that lead to top jobs with Trailhead. Why refined oil is cheaper than cold press oil? 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. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! I click on a guest record and voila! Part 6: Create Reports Keep in mind that the changes affect all users assigned to the profile. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. 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. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. 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. Its ok. Like a glass of lemonade on a warm summer day. Were going to change that. 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. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . 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. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a 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. 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. 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. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. 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. click on a date with an event that had a formula or custom field on the compact layout. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Control User Access to Fields. This is extremely painful. 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! Like a glass of lemonade under a shade tree on a warm summer day. 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. 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." I had 8 fields and thats the reason, I was not able to view it. We can help our users see what they need on mobile screens to quick recognize the records. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. Hello!! Go to create --> object --> Pac --> Select your field. 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. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Heres a sample contact record in Lightning Experience. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. i.e the field itself is not showing up ,let alone value. 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. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Sign Up Have an account? (Hint: Do not change the primary compact layout for events. 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). 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. 4. looks like your Field Level Security (FLS) has not been setup correctly. 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. I have a formula field which , when I'm pulling to page layout is not showing up at all. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Then you find this field in the event compact layout settings as well. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? | So lots of work, little reward. 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. This is a podcast record in Classic. xcolor: How to get the complementary color. Hank Scurry Click Lead Layout. What am I missing? Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. 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! 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. | Various trademarks held by their respective owners. Thats the moment to think, Perhaps I need a formula here instead!. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. . 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. In Classic, compact layouts were only used for Salesforce1 mobile experience. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Why is the record UI truncating a formula field? Way cleaner. Salesforce conditionally display fields based on value? We can also see the same contact record in the mobile app. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Seriously, thats it. Check out the page view of the same record in Lightning. What is the symbol (which looks similar to an equals sign) called? 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. | 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.
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