Contents
- 1 How do I add a field in compact layout?
- 2 How do I remove a field from highlights panel in Salesforce?
- 3 How many fields can be on a highlight panel in Salesforce?
- 4 How many fields can you display when hovering over an item on the timeline?
- 5 Where do I find record highlights in Salesforce?
- 6 How can I add labels to a graph?
How do I add a field in compact layout?
From the Contact object management settings, go to Compact Layouts and click New . In the Field Label field, enter Mobile Contact Layout . Add the following fields to the layout: Name, Phone, Stage, Email. You can include up to 10 fields, including the Name field.
How do I remove a field from 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 many fields can we add in 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.
How do I create a custom opportunity compact layout?
Step 1: Create a Compact Layout
- In Setup mode, select Build > Create > Objects.
- Click the Expense link.
- In the Compact Layouts section, click the New button.
- Specify Expense Compact Layout as the Label.
- Specify Expense_Compact_Layout as the Name.
- Add Expense Id, Category, Expense Date, and Amount to the Selected Fields list.
How many fields can be on a highlight panel in Salesforce?
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields.
How many fields can you display when hovering over an item on the timeline?
Determine Timeline Items and Hover Text And each timeline item can display up to seven fields when a user hovers over that item.
How to highlight key fields on Lightning Record pages?
1. Create an Update Records Action on the object you want to highlight key fields on. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions > New Action. Description: It’s always good to give a description to help those who come after you.
Where are the highlights panel and edit page buttons?
Everyone kept saying “Highlights Panel” and “Edit page” (where?) since the only “highlights panel” I could find appears under the Page Layout editor (Edit Object)! Not to mention all the other settings related to these buttons appear there, too…
Where do I find record highlights in Salesforce?
The first several fields you assign to an object’s compact layout appear in the object’s record highlights panel and in the expanded lookup card you see when you hover over a link in record details. The field you put first displays at the top in bold.
How can I add labels to a graph?
Last but not least, you can also select a group of marker and annotate them only. Here, only car with mpg > 20 and wt > 3 are annotated thanks to a data filtering in the geom_label () call. This document is a work by Yan Holtz. Any feedback is highly encouraged.