salesforce compact layout not showing all fields

April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. 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. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. It is the web browser choosing to use the old Compact Layout state. In Classic, compact layouts were only used for Salesforce1 mobile experience. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile and you should be good to go! RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Customize Record Details with Page Layouts - Salesforce Hank Scurry Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. It shows the name of the layout and a list of fields to display. multi-select picklist. It's part of a playlist that shows other Lightning layout modifications that you should consider. A compact layout lets you put the most important fields where your users can easily see them. First, lets look at the org we use to manage podcasts. | I click on a guest record and voila! If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. 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. Open in app 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. Thanks. 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. Gillian is a Principal Admin Evangelist at Salesforce. TIP: Put the objects Name field first to provide context for your users when they view a record. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. Part 2: Create an App 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. Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce So I converted the month, then day, then year, each with the slash between them as text. Then Set Field-Level Security and make sure it is visible to your profile. We can help our users see what they need on mobile screens to quick recognize the records. Is there such a thing as "right to be heard" by the authorities? Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . Paul. xcolor: How to get the complementary color. 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. A field is added to the compact layout, but it is missing in the highlights panel. This is extremely painful. 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. Go to create --> object --> Pac --> Select your field. These page layout elements arent supported in Lightning Experience. Maria wants to call attention to the most important fields on the object when her users view the audit records. Thanks for contributing an answer to Salesforce Stack Exchange! I had 8 fields and thats the reason, I was not able to view it. Search for an answer or ask a question of the zone or Customer Support. Copyright 2000-2022 Salesforce, Inc. All rights reserved. This video shows how to modify the fields that display at the t. Learn how he approached building his solution and his tips for developing admin skills. Enable Group Tasks in Salesforce Classic. How I Solved This: Compact Custom Related List Details. 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. Home Article Learn Lightning: Compact Layouts. Why don't we use the 7805 for car phone chargers? 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. 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. My upgraded (pardon the pun!) Compact and Mini Page Layouts in Salesforce Compact layouts also control how records display in the Salesforce mobile app. For example, below is a related list of the Grades custom object in an education org. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. By The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. | Got same error on Step 3 while taking Challenge, Please advice. Grades use two very different record types: Course Grade and Attendance. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. 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. Click Lead to open the object and then click Page Layouts. Check out the rest of the Learn Lightning series: Part 1: Setup Meanwhile, an Attendance record counts absences for the semester. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. To learn more, see our tips on writing great answers. Allow more than 4 fields in Lightning Compact Layout - Salesforce 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. The rest of the details are below, so users can still scroll down to see all the fields for the object. Sign In Dismiss The fields in the highlights panel are customized using a compact layout. But what org type should you use for building and testing? 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. Enable Recurring Tasks. 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. Do you have permission to access that field. Browse other questions tagged. Any help? Hoc Ngo #Customer Service . Solution Deployed. long text area. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Search for an answer or ask a question of the zone or Customer Support. What am I missing? 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. 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. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. 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 Rename Object, Tab, and Field Labels. It isn't that your changes aren't being applied. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. 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. rich text area. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. As with page layouts, there are separate compact layouts for each object. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Eugenia Kang Lets look at the Details field for the Grades related list. Like a glass of lemonade under a shade tree on a warm summer day. on Report. | "Existing Customer - Replacement", "Exist-Repl". [], By Compact Layouts - Salesforce :). The field you put first displays at the top in bold. Click View on the object that must be modified. "Existing Customer - Upgrade", "Exist-Up". list view is below. Compact layouts control which fields users see in the highlights panel at the top of a record. Asking for help, clarification, or responding to other answers. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Compact layouts support all field types except: text area. Set Page Layouts and Field-Level Security. 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. Click Profile. Various trademarks held by their respective owners. 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? Goto Activity Custom Fields and create a new field "Property", Text 255. Why doesn't this short exact sequence of sheaves split? Change), You are commenting using your Facebook account. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Notice that, in the screenshot, each row has about half of the columns empty. In step 4 ensure that Event Layout is marked. Its ok. Like a glass of lemonade on a warm summer day. New >> Enter the label >> Add the fields to the compact layout. Control User Access to Fields. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Step 2: In my Guest object, I scroll down to find compact layouts. No such column 'ABCD__c' on entity 'PAC__c'. Home Article How I Solved This: Compact Custom Related List Details. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . We can also see the same contact record in the mobile app. Learn more about Stack Overflow the company, and our products. Step 4: Now that Ive created my compact layout, I need to assign it as the default. Find Object Management Settings. Well get into compact layouts shortly. Same here. 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! Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Connect and share knowledge within a single location that is structured and easy to search. Heres the related page for the same account object in Lightning Experience. Were going to change that. 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). You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Compact Layout fields not showing | Salesforce Trailblazer Community First, we need to find and open the lead page layout. Heres a sample compact layout edit page for the Account object. 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. 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. Step 1: From Setup, I go into the object manager and select Guest. ! 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. How to hide fields in New mode in Salesforce Dynamic Forms - Medium Change). Compact Layout Limitations and Considerations - Salesforce 3.Make the new compact layout the default for the Showing record type. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Learn how she approached building her solution and her tips for developing admin skills. TIA. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. And heres what that same account record looks like in the mobile app. Learn in-demand skills that lead to top jobs with Trailhead. Any suggestions please? Compact layouts control which fields your users see in the highlights panel at the top of a record. I did that and the field appeared and I added to the compact layout without a problem. So lots of work, little reward. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Example : In this case we will create a compact layout for the Contact object. A few moments' work and this version of the related list has all the details my users might need: How I solved it. (LogOut/ How a top-ranked engineering school reimagined CS curriculum (Ep. What compact layouts have you created in Lightning? Even with a full-width list, its hard for users to scan all the way across. Get status updates and tell . Copyright 2000-2022 Salesforce, Inc. All rights reserved. Why refined oil is cheaper than cold press oil? Removing a field from a page layout . 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. Has anyone found a way to get this challenge passed? 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. Set Up Salesforce Connect to Access Data in Another Org with the. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. 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. Learn how she approached building her solution and her tips for developing admin skills. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Thanks Abhinav. The error message was a little mis-leading :). This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Save. Go to Field Level Security. 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. Custom Field Not Showing Up for Opportunity Product. Is there any known 80-bit collision attack? We have separate compact layouts for each object. Custom Field Not Showing Up Even Though it's In the Page Layout **Salesforce Lightning 201-4a: Modifying Related List Quick Links Step 3: I give my new compact layout a label, name, and then select which fields I want to display. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Considerations for Closing and Reopening Tasks. Hi Reid -- the API names are correct, I believe. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. I am not sure anyone has solved this. First, let me remind you that you dont need to do this every time. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. 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. Click Edit. there is my new compact layout. Part 7: Create & Edit Profiles I support showing only the absolute minimum number of fields when creating a new Salesforce record. Part 4: Create Groups With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. I have a formula field which , when I'm pulling to page layout is not showing up at all. Tasks. 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. Salesforce conditionally display fields based on value? You can see that the System Default compact layout is assigned as the primary compact layout right now. Ella Marks Search for an answer or ask a question of the zone or Customer Support. However, in Lightning, the compact layouts dont require a console view. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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. We are all about the community and sharing ideas. Assign Compact Layouts to Record Types. Here are a few more more tidbits about how compact layouts work. (Hint: Do not change the primary compact layout for events. The field we put first displays at the top in bold. The best answers are voted up and rise to the top, Not the answer you're looking for? Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Below, Ive placed an even more generic example. 4. looks like your Field Level Security (FLS) has not been setup correctly. Heres a sample contact record in Lightning Experience. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Is there a generic term for these trajectories? Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? My profile can see the PersonAccount records. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. But that required creating console views for every user- and not every user like the console. I had to convert number fields to text using the TEXT function. April 28, 2023, You asked; we listened. 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. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. This story will show how to hide unnecessary fields. Sign Up Have 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. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Not sure how to continue. 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. Welcome to another post in the How I Solved This series. Its now got even more information for each row than the original list view could display when I took a screenshot of the full-width view! Jennifer Cole Customize the Fields that Display on Tasks in the Activity Timeline. I click New to create a new layout. 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. It only takes a minute to sign up. Added a field to compact layout, but it is missing in the highlights 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. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org.

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