What is SalesForce highlights panel?

What is SalesForce highlights panel?

In Salesforce Classic, the highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance. To configure a highlights panel, edit any page layout.

Where is highlights panel in SalesForce?

The highlights panel appears at the top of the feed detail views and shows the most important information about a case. Edit the highlights panel to include the fields that are most important for your support agents.

How do you make a primary 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.

How do I create a custom highlight panel in SalesForce?

Customizing the Lightning Highlights Panel

1. Click on the Gear icon and choose Set Up. Then click on the Object Manager.
2. Navigate and select the object you want to edit the highlights panel on.
3. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

How do I assign a compact layout?

How to Assign Compact Layouts to Record Types

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 do I edit highlight panel?

To Add/Remove fields form the Highlights Panel:

1. Click on the Gear icon and choose Set Up. Then click on the Object Manager.
2. Navigate and select the object you want to edit the highlights panel on.
3. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

How do I create a custom highlight panel in Salesforce?

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…

How to edit highlights panel in Adobe Acrobat Pro?

Navigate and select the object you want to edit the highlights panel on. For this example we will be using the Account object. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable). Click the Edit button.

How to customize the Lightning highlights panel?

Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable). Click the Edit button. Add/Remove fields from the Selected Fields list using the arrows. Click the Save button when finished. Return to the page and verify the changes are correct.

How does the highlights panel work in Salesforce?

In this case, the highlights panel reflects the fields on the opportunity compact layout, and the expanded lookup card reflects the fields from the account compact layout. Compact layouts also control how records display in the Salesforce mobile app.