What is a Salesforce compact layout?
Compact layouts are used to display a record’s key fields at a glance in Salesforce1 app. Using compact layouts, we can indicate which fields should appear in a record’s highlights area. Instead of the record name, since we put Type 1 as first field, so Type 1 will be the title. …
Which two are key differences between the Salesforce1 mobile app compact layout and the web app’s compact layout?
What are the two key difference between salesforce1 mobile app’s compact layout and the web app’s compact layout? The compact layout in the web app determines what field show up on the chatter. The compact layout in the web app determines field on the record highlight area salesforce1.
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 makes Salesforce such a flexible CRM platform?
That’s part of what makes Salesforce such a flexible CRM platform. You can customize the appearance of so much stuff that we’re literally bursting at the seams with layouts. But don’t worry. Once you get comfortable with all the customization tools, you won’t even think about the terminology anymore. So what the heck is a compact layout?
What are the fields in a compact layout?
Add the following fields to the layout: Name, Phone, Stage, Email.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 are records displayed in Salesforce mobile app?
When you open a record in the Salesforce mobile app, you see highlights about that record in the header of the page. 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.