How do you assign a compact layout to a record type?

How do you assign a compact layout to a record type?

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.

How many fields can fit into a 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.

Which part of a record page is customized using a compact layout?

highlights panel
The highlights panel contains key record fields and is the only part of a record page that you can’t customize using the page layout editor. The fields in the highlights panel are customized using a compact layout.

Where are compact layouts used?

Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Compact layouts control which fields users see in the highlights panel at the top of a record.

How many fields are in compact layout in Salesforce?

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

What do compact layouts do?

What Do Compact Layouts Do? Compact layouts control which fields your users see in the highlights panel at the top of a record. 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.

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 pass the compact layouts Challenge Challenge?

To pass this challenge, add a new section ‘Phone Numbers’ to the default ‘Contact Layout’. Add the Phone, Mobile, Home Phone, Other Phone, and Fax fields to this new section. –>The ‘Contact layout’ Page Layout should have a new section named ‘Phone Numbers’.

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.

Can you have more than 4 fields in compact layout?

Currently even though the compact layout option shows as many fields as you want, only the first 4 show up. So in this example above, I have nine fields, but only 4 show up and there is no warning. So I would love any of these three options: