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. 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. We are all about the community and sharing ideas. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Learn in-demand skills that lead to top jobs with Trailhead. Step 4: Now that Ive created my compact layout, I need to assign it as the default. A few moments' work and this version of the related list has all the details my users might need: How I solved it. First, let me remind you that you dont need to do this every time. (On smaller screens, the highlights panel displays fewer fields.) 4. looks like your Field Level Security (FLS) has not been setup correctly. 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. However, in Lightning, the compact layouts dont require a console view. Jennifer Cole Example : In this case we will create a compact layout for the Contact object. Browse other questions tagged. These page layout elements arent supported in Lightning Experience. Highlights panels display the first field from the compact layout at the top in an accented font. But what org type should you use for building and testing? Goto Activity Custom Fields and create a new field "Property", Text 255. The fields in the highlights panel are customized using a compact layout. Part 4: Create Groups You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. It shows the name of the layout and a list of fields to display. 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. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Not sure how to continue. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. He has 9 Salesforce certifications. What compact layouts have you created in Lightning? I click New to create a new layout. Is there such a thing as "right to be heard" by the authorities? 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. on Report. Part 5: Create & Edit Objects TIP: Put the objects Name field first to provide context for your users when they view a record. Learn more about Stack Overflow the company, and our products. 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. 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. A field is added to the compact layout, but it is missing in the highlights panel. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Do you have an interesting idea or useful tip that you want to share? Step 5: See it in action. 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. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. 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! Search for an answer or ask a question of the zone or Customer Support. | Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. Notice that, in the screenshot, each row has about half of the columns empty. Then Set Field-Level Security and make sure it is visible to your profile. We are all about the community and sharing ideas. Click Profile. Its ok. Like a glass of lemonade on a warm summer day. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. (LogOut/ At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Below, Ive placed an even more generic example. | For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. However, in Lightning Experience, the page elements display differently and some arent supported. Why is the record UI truncating a formula field? 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. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Go to Field Level Security. That solved it . Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. And heres what that same account record looks like in the mobile app. Thanks Abhinav. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? TIA. Click Lead Layout. 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. Gillian is a Principal Admin Evangelist at Salesforce. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Assign Compact Layouts to Record Types. 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. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Click View on the object that must be modified. | Now, lets check out that same record in Lightning with a custom compact layout. Compact Layout Limitations and Considerations. Do you have permission to access that field. 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! The result speaks for itself! 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. The point Im making is that you get information fast. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Heres a sample contact record in Lightning Experience. I did that and the field appeared and I added to the compact layout without a problem. Meanwhile, an Attendance record counts absences for the semester. Are your users not able to see the fields you've . No such column 'ABCD__c' on entity 'PAC__c'. Thanks for contributing an answer to Salesforce Stack Exchange! Click Lead to open the object and then click Page Layouts. Learn how he approached building his solution and his tips for developing admin skills. My profile can see the PersonAccount records. Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Heres the related page for the same account object in Lightning Experience. 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. Go to create --> object --> Pac --> Select your field. 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. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Select Read and Edit checkbox for the field they must have access with. The field you put first displays at the top in bold. Step 2: In my Guest object, I scroll down to find compact layouts. Set Page Layouts and Field-Level Security. Compact layouts control which fields your users see in the highlights panel at the top of a record. Compact Layouts. When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. I have been stuck on the Showing Mobile Layout for two days now. Is there any known 80-bit collision attack? She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Thanks! Step 3: I give my new compact layout a label, name, and then select which fields I want to display. 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. 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. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Ella Marks Why doesn't this short exact sequence of sheaves split? 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. Thats not a bug, theyre just not the fields that are used for that record type. . First, we need to find and open the lead page layout. We can help our users see what they need on mobile screens to quick recognize the records. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Hank Scurry Enable Group Tasks in Salesforce Classic. Find Object Management Settings. Way cleaner. 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. 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. Also , when I'm querying the field in a controller , it's saying : I click on a guest record and voila! I had to convert number fields to text using the TEXT function. Check out the page view of the same record in Lightning. Various trademarks held by their respective owners. Salesforce conditionally display fields based on value? The best answers are voted up and rise to the top, Not the answer you're looking for? This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. By April 28, 2023, You asked; we listened. We have separate compact layouts for each object. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Open in app But that required creating console views for every user- and not every user like the console. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . "Existing Customer - Upgrade", "Exist-Up". 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? Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. If Enhanced Profile User Interface is disabled: Select the name of the user. 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. 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. 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. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. 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. Customize the Fields that Display on Tasks in the Activity Timeline. Compact layouts support all field types except: text area. This story will show how to hide unnecessary fields. Hello! In this case, the highlights panel reflects the fields on the opportunity compact layout, and the expanded lookup card reflects the fields from the account compact layout. (Hint: Do not change the primary compact layout for events. First, lets look at the org we use to manage podcasts. Making statements based on opinion; back them up with references or personal experience. Various trademarks held by their respective owners. Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. The rest of the details are below, so users can still scroll down to see all the fields for the object. 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. Asking for help, clarification, or responding to other answers. It shows the name of the layout and a list of fields to display. 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. One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI. Paolo Sambrano 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. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. 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! Step 1: From Setup, I go into the object manager and select Guest. Navigate to -. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Even with a full-width list, its hard for users to scan all the way across. Sign In Dismiss rich text area. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. Connect and share knowledge within a single location that is structured and easy to search. I beg to differ with it. 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. Rename Object, Tab, and Field Labels. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. This is extremely painful. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. list view is below. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. | Learn how she approached building her solution and her tips for developing admin skills. Dislike 0 Need an account? Custom Field Not Showing Up for Opportunity Product. long text area. 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. (LogOut/ Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. xcolor: How to get the complementary color. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. 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. Solution Deployed. The error message was a little mis-leading :). 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. Were going to change that. 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. A compact layout lets you put the most important fields where your users can easily see them. ! Removing a field from a page layout . The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. As with page layouts, there are separate compact layouts for each object. When I . And dont forget that your users lose the ability to sort by a column if that column isnt independent. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Page Layouts. Part 7: Create & Edit Profiles So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. If a user doesn't have access to one of the fields that you assign to a compact layout, the next field on the layout is used. 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. Home Article How I Solved This: Compact Custom Related List Details. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. For example, show phone numbers and regions on an account. I solved this with a formula field that returns text. [], By 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. 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! there is my new compact layout. I created a Record Type on my Case object and created a new Compact Layout added some fields and then assigned that to my Record Type. How I Solved This: Compact Custom Related List Details. We can also see the same contact record in the mobile app. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Tasks. 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. Has anyone found a way to get this challenge passed? You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Then you find this field in the event compact layout settings as well. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? Considerations for Closing and Reopening Tasks. New >> Enter the label >> Add the fields to the compact layout. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. 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. 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. Sign Up Have an account? To learn more, see our tips on writing great answers. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Search for an answer or ask a question of the zone or Customer Support. From Setup, click Object Manager. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. In step 4 ensure that Event Layout is marked. Grades use two very different record types: Course Grade and Attendance. Are your users not able to see the . When you create a custom object, its automatically assigned to a system default compact layout, which has only one field on it: the object name. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Learn in-demand skills that lead to top jobs with Trailhead. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Got same error on Step 3 while taking Challenge, Please advice. Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Part 8: Create & Edit Permission Sets. Lets look at the Details field for the Grades related list. When do you use in the accusative case? We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. Describe how compact layouts help your users. Considerations for Enabling User Control of Task Notifications. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. Compact layouts control which fields your users see in the highlights panel at the top of a record. Is there a generic term for these trajectories? How a top-ranked engineering school reimagined CS curriculum (Ep. New >> Enter the label >> Add the fields to the compact layout. **Salesforce Lightning 201-4a: Modifying Related List Quick Links Any help? My upgraded (pardon the pun!) Eugenia Kang With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. Does a password policy with a restriction of repeated characters increase security? Change), You are commenting using your Facebook account. We are using Person Accounts. Why don't we use the 7805 for car phone chargers? Customize Task List Actions. | Compact layouts control which fields users see in the highlights panel at the top of a record. 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. It only takes a minute to sign up. :). The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Seriously, thats it. 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. Once I went through and caught that it passed ok. "Existing Customer - Replacement", "Exist-Repl". 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." Do you have an interesting idea or useful tip that you want to share? With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. I'm getting the exact same error. Get status updates and tell . Thanks Sameer for your comment that was the right answer. What is the symbol (which looks similar to an equals sign) called? If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Part 3: Create & Clone Users 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. For example, below is a related list of the Grades custom object in an education org.