The formula for my Opportunities list view looks a little more complicated, but it breaks down pretty simply: This one starts with punctuation because once Amount is converted into text you lose the currency sign. The best answers are voted up and rise to the top, Not the answer you're looking for? This video shows how to modify the fields that display at the t. We can help our users see what they need on mobile screens to quick recognize the records. Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. "Existing Customer - Upgrade", "Exist-Up". My profile can see the PersonAccount records. For example, below is a related list of the Grades custom object in an education org. Meanwhile, an Attendance record counts absences for the semester. 4. looks like your Field Level Security (FLS) has not been setup correctly. Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. And dont forget that your users lose the ability to sort by a column if that column isnt independent. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. If we have record types associated with an object, we can override the objects primary compact layout and assign different compact layouts to some or all the record types. Click Save. In step 4 ensure that Event Layout is marked. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Then you find this field in the event compact layout settings as well. Although it shows default Compact Layout Fields for the NonProfit Success Pack (NPSP) the worksteps are the same for other Apps.Field Formula for Concatenated Phone Numbers:\"Mobile: \"\u0026LEFT( MobilePhone , 3)\u0026\"-\"\u0026 RIGHT(LEFT( MobilePhone , 6), 3) \u0026\"-\"\u0026 RIGHT( MobilePhone , 4) \u0026 \" ; Home Phone: \"\u0026LEFT( HomePhone , 3)\u0026\"-\"\u0026 RIGHT(LEFT( HomePhone , 6), 3) \u0026\"-\"\u0026 RIGHT( HomePhone , 4)\u0026\"; Work Phone: \"\u0026 LEFT( npe01__WorkPhone__c , 3)\u0026\"-\"\u0026 RIGHT(LEFT( npe01__WorkPhone__c , 6), 3) \u0026\"-\"\u0026 RIGHT( npe01__WorkPhone__c , 4)This video is part of a playlist that shows several options for Customizing your Lightning Experience Layouts:Salesforce Lightning 201-1a: \"Soft\" add Tab to App Navigation BarSalesforce Lightning 201-1b: Modifying the App Navigation Bar Salesforce Lightning 201-1c: Modifying a Profile's App Navigation BarSalesforce Lightning 201-2: Adding Fields to the Compact Layout *** THIS VIDEO ***Salesforce Lightning 201-3: Modifying Action Button and Tab Sequence Salesforce Lightning 201-4: Add Related List Quick Link Component ** My Favorite! | It is the web browser choosing to use the old Compact Layout state. Add these fields to the compact layout, in this order: Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. I have been stuck on the Showing Mobile Layout for two days now. Enable Task Notifications. What is the symbol (which looks similar to an equals sign) called? Gillian is a Principal Admin Evangelist at Salesforce. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. (Hint: Do not change the primary compact layout for events. Select Read and Edit checkbox for the field they must have access with. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. Thats not a bug, theyre just not the fields that are used for that record type. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Hi Reid -- the API names are correct, I believe. **Salesforce Lightning 201-4a: Modifying Related List Quick Links They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline. It shows the name of the layout and a list of fields to display. From Setup, click Object Manager. there is my new compact layout. This is extremely painful. I'm getting the exact same error. Learn how he approached building his solution and his tips for developing admin skills. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Go figure How a top-ranked engineering school reimagined CS curriculum (Ep. March 30, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Preena Johansen solves a customer insights problem using CRM Analytics and App Builder. on Report. Why don't we use the 7805 for car phone chargers? Removing a field from a page layout . Paul. At some point, I remember seeing the highlights panel in Service Cloud, where you could add info to three panes and thought that was the bees knees. When you change the compact layout for tasks in the activity timeline, you also impact the fields that show up in the highlights area on tasks, in tasks lists, and everywhere else the compact layout is used. Describe how compact layouts help your users. Notice that, in the screenshot, each row has about half of the columns empty. Preena Johansen Learn how she approached building her solution and her tips for developing admin skills. Were going to change that. [], By I am not sure anyone has solved this. With Lighting your users dont have to search the page for relevant information- they get it at the top of the page, so they can consume it and continue on with their day. TIP: Put the objects Name field first to provide context for your users when they view a record. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Same here. First, we need to find and open the lead page layout. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Part 3: Create & Clone Users Compact layouts also control how records display in the Salesforce mobile app. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. I had to convert number fields to text using the TEXT function. Part 5: Create & Edit Objects No such column 'ABCD__c' on entity 'PAC__c'. My upgraded (pardon the pun!) First, lets look at the org we use to manage podcasts. Salesforce conditionally display fields based on value? Enable Group Tasks in Salesforce Classic. And the Type field, whose default picklist options are far longer than the 18 characters that can show here, is truncated nearly to the point of uselessness. It only takes a minute to sign up. Subscriber and Provider Orgs in Salesforce ConnectCross-Org Adapter Picklist Considerations for Salesforce ConnectCross-Org Adapter Provide Actions, Buttons, and Links API Names for External Objects and Custom Fields in Salesforce. Navigate to -. Check out the page view of the same record in Lightning. Goto Activity Custom Fields and create a new field "Property", Text 255. As with page layouts, there are separate compact layouts for each object. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. Thats the moment to think, Perhaps I need a formula here instead!. Compact Layout fields not showing up on my Record Type. Search for an answer or ask a question of the zone or Customer Support. Enable Recurring Tasks. I found a check box I hadnt checked fixing that solved the problem for the next module. in your formula, which would give quick graphical information in your related list, like this: SteveMos Formulas for the Everyday Admin at Londons Calling, How I Solved It: Run a Flow Scheduled Path Based on a Field Change, How I Solved This: Beat the Formula Compile Error, How I Solved This: Easy Image Flags with Emoji, How I Solved It: Manage Data with MuleSoft, How I Solved It: Design User-Friendly Apps, How I Solved It: Deliver Insights with CRM Analytics. Rename Object, Tab, and Field Labels. These page layout elements are supported in Lightning Experience. Learn how she approached building her solution and her tips for developing admin skills. Part 4: Create Groups looks like your Field Level Security (FLS) has not been setup correctly. When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field displays the first five fields from the compact layout. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Create Compact Layouts. Is there any known 80-bit collision attack? Home Article How I Solved This: Compact Custom Related List Details. click on a date with an event that had a formula or custom field on the compact layout. Paolo Sambrano Do you have permission to access that field. Allow more than 4 fields in Lightning Compact Layout Platform / Customization & App Building 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. Search for an answer or ask a question of the zone or Customer Support. The solution has been given byWolfgang Kampktter, Kindly closed this question and mark as solved, 1.Create a new event compact layout with the label:Showing Mobile Layout. Example : In this case we will create a compact layout for the Contact object. Learn in-demand skills that lead to top jobs with Trailhead. By It feels like a waste of screen real estate and a missed opportunity to make the related list easy for users to parse for information, right? And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. If your org supports multiple page layouts, you can create a page layout from the Page Layouts related list on any object in the Object Manager. The point Im making is that you get information fast. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. HELLOSalesforce Thinkers, In our previous blog we learned aboutPage Layouts inSalesforce,In this blog we are going to learn aboutCompact and Mini Page Layouts in Salesforce. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. 3.Make the new compact layout the default for the Showing record type. Click Edit. Move the required fields from Available to Selected. The result speaks for itself! Also , when I'm querying the field in a controller , it's saying : Now, add different record types using different sets of fields for their most important data and it can be really challenging to decide which fields to display in your table! But in cases like my Grades example, where the list is compromised by the number of blank fields, its a marked improvement to add a formula field like this and it only takes a couple of minutes! One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI. i.e the field itself is not showing up ,let alone value. Various trademarks held by their respective owners. Step 4: Now that Ive created my compact layout, I need to assign it as the default. When you create a custom object, its automatically assigned to a system default compact layout, which has only one field on it: the object name. So lots of work, little reward. What compact layouts have you created in Lightning? New >> Enter the label >> Add the fields to the compact layout. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. When do you use in the accusative case? If a user doesn't have access to one of the fields that you assign to a compact layout, the next field on the layout is used. Custom Formula Field on custom object has disappeared from page layout, IMAGE Function not displaying image in field (previously worked), Datetime formula field is not getting updated. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. I beg to differ with it. The fields in the highlights panel are customized using a compact layout. I did that and the field appeared and I added to the compact layout without a problem. The module I'm on isAdmin Beginner->Salesforce Mobile App Customization->, I finally figured it out -- turns out there was a checkbox from the PREVIOUS unit that I'd missed. The next topic in our Learn Lightning series is how you can use compact layouts in Lightning to bubble the most important information to the top of the page in Salesforce. Thanks Abhinav. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. When I . It absolutely not allow you to save theRecord Type Overrides from the System Default to the Showing Mobile Layout which is what the lesson is asking you to do. And sweet fancy moses do they make the page come alive! Not sure how to continue. Follow along with this video series to ensure youre adhering to the best practice of least privilege access: giving your users the data access they needand only what [], By Welcome to another post in the How I Solved This series. Why refined oil is cheaper than cold press oil? Parabolic, suborbital and ballistic trajectories all follow elliptic paths. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. By I created a Record Type on my Case object and created a new Compact Layout added some fields and then assigned that to my Record Type. Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. Dislike 0 Need an account? Change), You are commenting using your Facebook account. Thanks. Find Object Management Settings. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? Im going to create a compact layout for my Guest object in my Wedding app so that I can see the most important info at the top of each Guest record page. Do you have an interesting idea or useful tip that you want to share? If your company uses the Salesforce mobile app, you can help your users see what they need on mobile screens, where space is limited and quick recognition of records is important. Even with a full-width list, its hard for users to scan all the way across. Customize Task List Actions. I click on a guest record and voila! Go to create --> object --> Pac --> Select your field. This story will show how to hide unnecessary fields. Heres a sample compact layout edit page for the Account object. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Compact Layout Limitations and Considerations. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? And the Type field, whose default picklist options are far longer than the 18 characters that can show here, is truncated nearly to the point of uselessness. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By I select and save on mine, and it doesn't seem to save it, keeps defaulting back and then I get the error on challenge. First, let me remind you that you dont need to do this every time. He has 9 Salesforce certifications. Got same error on Step 3 while taking Challenge, Please advice. 1.Create a new event compact layout with the label: Showing Mobile Layout 2.Add the following fields to the compact layout in this order: Subject, Start, Property, Name. Open in app With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Ella Marks Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. Should have thought about it in first place ! Heres the related page for the same account object in Lightning Experience. We'll check visibility by field, and then we'll check by profile, since depending on the situation, one way might be faster than another. Hoc Ngo #Customer Service . You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Your Layouts Can Customize Lightning Experience Records, Get more from Salesforce with our educational webinars, Understand how page layout elements drive content on record pages in Lightning Experience, Identify which part of the Lightning Experience user interface is driven by a compact layout, Get personalized recommendations for your career goals, Practice your skills with hands-on challenges and quizzes, Track and share your progress with employers, Connect to mentorship and career opportunities. And one last idea: You could very easily include emoji in your formula, which would give quick graphical information in your related list, like this: Michael Kolodner is an independent Salesforce consultant who works with nonprofits (find him at www.kolodner.com). And since Compact Layouts tied directly to Salesforce1- which a small part of my user base was using- I focused on wins that drove adoption to the broader set of users. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Hello!! "Existing Customer - Replacement", "Exist-Repl". Thanks for contributing an answer to Salesforce Stack Exchange! I support showing only the absolute minimum number of fields when creating a new Salesforce record. The first several fields you assign to an objects compact layout appear in the objects record highlights panel and in the expanded lookup card you see when you hover over a link in record details. Heres a sample contact record in Lightning Experience. You can see that the System Default compact layout is assigned as the primary compact layout right now. In the Salesforce mobile app, the fields that we assign to a compact layout appear in: Compact layouts support all field types except: We can access a mini page layout from the existing page layout. Step 5: See it in action. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Part 7: Create & Edit Profiles April 6, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Is there a generic term for these trajectories? I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Enter your email address to subscribe to this blog and receive notifications of new posts by email. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Go to Field Level Security. | If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Or, show stages, amounts, and ownership fields on an opportunity. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? TIA. Seriously, thats it. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline. Any suggestions please? Sign Up Have an account? The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. Well get into compact layouts shortly. Asking for help, clarification, or responding to other answers. Set Page Layouts and Field-Level Security. Instead of related lists with compromises for which fields to display, weve got related lists that show exactly the information users need and that fit within the width of the page layout. Compact layouts control which fields users see in the highlights panel at the top of a record. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. The rest of the details are below, so users can still scroll down to see all the fields for the object. I click New to create a new layout. I solved this with a formula field that returns text. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . I click New to create a new layout. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. As host of the Salesforce Admins Podcast, she has helped deliver 250+ interviews from admins, product experts, and community leaders to listeners around the globe. Is there such a thing as "right to be heard" by the authorities? Search for an answer or ask a question of the zone or Customer Support. Click Lead Layout. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. Why doesn't this short exact sequence of sheaves split? (LogOut/ You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. | Connect, learn, have fun and give back with #AwesomeAdmins across the globe. 565), Improving the copy in the close modal and post notices - 2023 edition, New blog post from our CEO Prashanth: Community is the future of AI, Formula works on page layout, but displays #Error! Honestly, the hardest part was deciding what to name my new formula field, since its going to be the column header in my related list. Hello! Create a Compact Layout : Example : In this case we will create a compact layout for the Contact object. If Enhanced Profile User Interface is disabled: Select the name of the user. multi-select picklist. Copyright 2000-2022 Salesforce, Inc. All rights reserved. rich text area. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Now, lets check out that same record in Lightning with a custom compact layout. When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field displays the first five fields from the compact layout. Get status updates and tell . A compact layout lets you put the most important fields where your users can easily see them. Now in the point 3, I got this error message: "The 'Showing Mobile Layout' compact layout does not appear set as the default layout for the 'Showing' record type."