How do I update the highlights panel in Salesforce?

How do I update the highlights panel in Salesforce?

From the object management settings for cases, go to Page Layouts. next to a layout and choose Edit detail view. icon appears, then click it. On the Highlights Panel Properties page, click a box to edit the fields in it.

How do I change the system default compact layout?

Assign the Compact Layout to Users

1. Click Compact Layout Assignment.
2. Click Edit Assignment.
3. In the Primary Compact Layout dropdown list, select Mobile Contact Layout.
4. Click Save . Tip If an object has more than one record type, you’ll see a Record Type Overrides section when you select the primary layout.

How do I activate compact layout?

Step 1: Create a Compact Layout

1. In Setup mode, select Build > Create > Objects.
2. Click the Expense link.
3. In the Compact Layouts section, click the New button.
4. Specify Expense Compact Layout as the Label.
5. Specify Expense_Compact_Layout as the Name.
6. Add Expense Id, Category, Expense Date, and Amount to the Selected Fields list.

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).

How do you add fields to highlight Panel lightning?

To Add/Remove fields form the 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).

How do you assign a compact layout to the Lightning record page?

Create a Compact Layout

1. First, find and open the compact layouts node in Setup for Energy Audit.
2. You can see that the System Default compact layout is assigned as the primary compact layout right now.
3. Click New.
4. Give the compact layout a label: Energy Audit Compact Layout .

How many fields are in compact layout in SalesForce?

10 fields
In Salesforce classic, the compact layouts allow up to 10 fields.

What is the mini page layout in Salesforce?

A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout.

How many fields can be in a compact layout?

Compact layouts specify the group of fields that are visible on the highlights panel of Salesforce1 for a quick glance on key field values of that record. It can have a maximum of 10 fields. Compact layouts support all field types except text area, long text area, rich text area, and multi-select picklist.

Is there way to permanently set compact layout?

You can permanently set Compact Layout on, or permanently set single-line layout on. Or you can change the threshold width at which the view automatically switches from one to the other. The setting change I like to make is the last one, to change the threshold.

How does the highlights panel work in Salesforce?

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. Compact layouts also control how records display in the Salesforce mobile app.

Why do I get compact layout in outlook?

It looks like Microsoft is trying to match the layout with the online version of Outlook]. With default Outlook settings, this Compact Layout view is turned on automatically when your Outlook window is relatively narrow, which is good when using a tablet.