How do I edit compact layout?

How do I edit 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.

What is a compact layout?

Compact layouts are used to display the key fields of a record whenever a summary representation of the record is needed. In this module, you create a compact layout for the expense object.

How do I get rid of the button in Salesforce lightning?

Go to page layout of said object. Remove from Mobile and Lightning actions all actions. Once removed you should not see any buttons in said highlight panel.

How many fields are in compact layout?

10 fields
You can include up to 10 fields, including the Name field. Not all fields appear in the list. Compact layouts don’t support text areas, long text areas, rich text areas, or multi-select picklists.

How do you add compact layout in Lightning record page?

From Setup, click Object Manager. Click Energy Audit to open the object and then click Compact Layouts….Add these fields to the compact layout, in this order:

1. Energy Audit Name.
2. Account.
3. Annual Energy Usage (kWh)
4. Average Annual Electric Cost.
5. Type of Installation.

How do you remove buttons from a lightning page?

In the original page layout editor, double-click the Detail Page Buttons item in the Button Section.

1. To hide any standard button, deselect the checkbox next to the button name.
2. To add or remove a custom button, select the button in the Available Buttons list, and click Add or Remove.

What do you need to know about compact layouts?

Compact layouts don’t support text areas, long text areas, rich text areas, or multi-select picklists. Sort the fields by selecting them and clicking Up or Down . Be sure to put the object’s Name field first to provide context for your users when they view a record. Click Save .

How to create compact page layout in Salesforce?

Example : In this case we will create a compact layout for the Contact object. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Click Save. It shows the name of the layout and a list of fields to display. Click Compact Layout Assignment . Then Edit Assignment.

What are compact layouts have you created in Lightning?

Compact layouts are one of the easiest ways we can customize our users’ experience in Lightning, almost like mini page layouts. What compact layouts have you created in Lightning?