How do I create a highlights panel in Salesforce?

How do I create a highlights panel in Salesforce?

To display highlights panels in a console, you must turn them on.

1. Edit any page layout and click Layout Properties.
2. Check Highlights Panel , and click OK.
3. Click Save.

How do I change the highlights panel in Salesforce?

Customize the Highlights Panel in Case Feed

1. From the object management settings for cases, go to Page Layouts.
2. In Page Layouts for Case Feed users, click.
3. Hover your mouse pointer over the Highlights Panel until the.
4. On the Highlights Panel Properties page, click a box to edit the fields in it.

How do I change page layout in service console?

Create a Custom Compact Layout

1. Click the gear icon.
2. Click the Object Manager tab.
3. Click Case.
4. Click Compact Layouts from the menu on the left.
5. Click System Default, then click Clone.
6. Fill out the details for the compact layout.

How do I display the highlight panel in Salesforce lightning?

Customizing the Lightning Highlights Panel

1. Click on the Gear icon and choose Set Up. Then click on the Object Manager.
2. Navigate and select the object you want to edit the highlights panel on.
3. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

What is a salesforce Highlights panel?

The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance. To configure a highlights panel, edit any page layout.

Where is the highlights panel in Salesforce?

In Salesforce Classic, the highlights panel is a customizable table of up to four columns at the top of every primary tab in a console.

How do I assign a compact layout to my profile?

Each record type can have only one compact layout assigned to it.

1. From the management settings for the object that you want to edit, go to Compact Layouts.
2. Click Compact Layout Assignment.
3. Select a compact layout to use as the primary compact layout for this object.

What is the service console?

The Service Console is a standard Salesforce Lightning console app that you can customize to meet the team’s case management needs, allowing them to access all things case-related, all from one screen.

How can I change the highlights panel in Salesforce?

You can make changes on a highlights panel. To edit a panel, double click it. Otherwise, click the “wrench” image that appears on the page. You can also change or add fields. Click the right column. Select the appropriate option by choosing either “Bottom Field” or “Top Field”.

How to customize the case console record page?

On the Activation: Case Console Record Page, click Assign as Org Default on the Org Default tab. Click Next and Save. Click the Activation button. Click the App, Record Type, and Profiles tab and select Assign to Apps, Record Types, and Profiles.

How to add quick action on case object Lightning record?

You can now add actions on highlight panel on case object lightning record page even if feed tracking is enabled on case object. Click on highlight panel, It will open properties pane for highlight panel in left side. Once you had upgraded it, you will two option.

How to create compact layout in Salesforce Lightning?

Click Compact Layouts from the menu on the left. Click System Default, then click Clone. Fill out the details for the compact layout. From the Available Fields list, use CTRL/Command to select Account Name, Case Owner, and Date/Time Opened, and click Add to move the fields to the Selected Fields list.