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What is compact layout Salesforce?
Compact Layout – Compact layouts display a record’s key fields at a glance in both Salesforce1 and Lightning Experience. In the full Salesforce site, a compact layout determines which fields appear in the Chatter feed item that appears after a user creates a record with a quick action.
What is true about compact layout?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. However, we recommend using compact layouts to put important fields into record headers to help your mobile users get the information they need quickly.
How do I use compact layout in Salesforce?
Assign the Compact Layout to Users
- Click Compact Layout Assignment.
- Click Edit Assignment.
- In the Primary Compact Layout dropdown list, select Mobile Contact Layout.
- 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.
Which is an example of a compact layout?
With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. As with page layouts, there are separate compact layouts for each object. Here’s an example of an opportunity record page.
How are compact layouts used in Salesforce App?
Page layouts aren’t the only thing that you can use to customize how Salesforce data appears in a mobile environment. A compact layout displays a record’s key fields at a glance in both the Salesforce mobile app and Lightning Experience.
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.
When to use compact layouts in Ursa solar?
When the Ursa Major Solar salespeople are on site with a customer, there are a few key fields they need to see right at the top of an opportunity record when they access Salesforce. Create a compact layout that will help them do that.