salesforce compact layout not showing all fields

We can help our users see what they need on mobile screens to quick recognize the records. Thanks! 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. Move the required fields from Available to Selected. i.e the field itself is not showing up ,let alone value. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. Heres a sample contact record in Lightning Experience. | You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Connect and share knowledge within a single location that is structured and easy to search. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Part 7: Create & Edit Profiles And dont forget that your users lose the ability to sort by a column if that column isnt independent. And sweet fancy moses do they make the page come alive! Thats the moment to think, Perhaps I need a formula here instead!. Heres the related page for the same account object in Lightning Experience. We are all about the community and sharing ideas. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. 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. First, let me remind you that you dont need to do this every time. However, in Lightning, the compact layouts dont require a console view. 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. How a top-ranked engineering school reimagined CS curriculum (Ep. The point Im making is that you get information fast. Salesforce conditionally display fields based on value? Way cleaner. Or, show stages, amounts, and ownership fields on an opportunity. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile and you should be good to go! Paul. 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. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. I'm getting the exact same error. Assign Compact Layouts to Record Types. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Enable Task Notifications. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By Example : In this case we will create a compact layout for the Contact object. So I converted the month, then day, then year, each with the slash between them as text. 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. Dislike 0 Need an account? TIP: Put the objects Name field first to provide context for your users when they view a record. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Find Object Management Settings. Part 2: Create an App 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. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Part 3: Create & Clone Users 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! 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. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. Eugenia Kang It shows the name of the layout and a list of fields to display. Compact Layout fields not showing up on my Record Type. Home Article Learn Lightning: Compact Layouts. 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. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. Thanks for contributing an answer to Salesforce Stack Exchange! Its ok. Like a glass of lemonade on a warm summer day. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Click Profile. Even though you made your field available on a page layout, the FLS must be enabled for your profile to be able to see the field on the page layout and on a query. click on a date with an event that had a formula or custom field on the compact layout. Also , when I'm querying the field in a controller , it's saying : I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. This is extremely painful. Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. To learn more, see our tips on writing great answers. Search for an answer or ask a question of the zone or Customer Support. Paolo Sambrano Goto Activity Custom Fields and create a new field "Property", Text 255. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Step 1: From Setup, I go into the object manager and select Guest Step 2: In my Guest object, I scroll down to find compact layouts. Generating points along line with specifying the origin of point generation in QGIS, Two MacBook Pro with same model number (A1286) but different year, Ubuntu won't accept my choice of password. It isn't that your changes aren't being applied. 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. What am I missing? 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! April 13, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Jen Cole solves an inefficient fulfillment and sales process using MuleSoft Composer. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . Compact Layouts | Salesforce App Admin Guide | Salesforce Developers 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. As with page layouts, there are separate compact layouts for each object. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Browse other questions tagged. What is the symbol (which looks similar to an equals sign) called? Solution Deployed. Tasks. Salesforce Lightning 201-2: Adding Fields to the Compact Layout Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. | Rename Object, Tab, and Field Labels. The best answers are voted up and rise to the top, Not the answer you're looking for? there is my new compact layout. Compact and Mini Page Layouts in Salesforce Copyright 2000-2022 Salesforce, Inc. All rights reserved. In step 4 ensure that Event Layout is marked. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Click Lead to open the object and then click Page Layouts. 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. Is there such a thing as "right to be heard" by the authorities? PersonAccount fields in Page layouts missing! - Salesforce Stack Exchange Any help? Step 3: I give my new compact layout a label, name, and then select which fields I want to display. 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. Compact Layout fields not showing | Salesforce Trailblazer Community Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Do you have an interesting idea or useful tip that you want to share? Custom Field Not Showing Up for Opportunity Product. A field is added to the compact layout, but it is missing in the highlights panel. It is the web browser choosing to use the old Compact Layout state. Thats not a bug, theyre just not the fields that are used for that record type. 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. Biggest Mistakes Admins Make with LeeAnne Rimel, Data Cloud for Admins with Muralidhar Krishnaparsad, Three Ways Salesforce Admins Can Deliver Impact at Any Organization, Solve Problems by Experimenting with Lynn Guyer, Learn About Data Visibility and Access with the Updated Who Sees What Video Series, How #AwesomeAdmins Help Salesblazers Sell as a Team, Sandboxes vs. Scratch Orgs and How to Use Them. Even with a full-width list, its hard for users to scan all the way across. Select Read and Edit checkbox for the field they must have access with. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. A compact layout lets you put the most important fields where your users can easily see them. Part 5: Create & Edit Objects Step 2: In my Guest object, I scroll down to find compact layouts. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Highlights panels display the first field from the compact layout at the top in an accented font. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. "Existing Customer - Upgrade", "Exist-Up". A few moments' work and this version of the related list has all the details my users might need: How I solved it. 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. 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. By First, find and open the compact layouts node in Setup for Energy Audit. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Step 3: I give my new compact layout a label, name, and then select which fields I want to display. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. 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. New >> Enter the label >> Add the fields to the compact layout. I had 8 fields and thats the reason, I was not able to view it. Added a field to compact layout, but it is missing in the highlights The fields in the highlights panel are customized using a compact layout. Here are a few more more tidbits about how compact layouts work. Got same error on Step 3 while taking Challenge, Please advice. Thanks Abhinav. We are all about the community and sharing ideas. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Welcome to another post in the How I Solved This series. That solved it . When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. :). TIA. I click on a guest record and voila! 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. The highlights panel contains key record fields and is the only part of a record page that you cant customize using the page layout editor. I beg to differ with it. | Show me your screenshots @gilliankbruce! Create Compact Layouts. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Preena Johansen | "Existing Customer - Replacement", "Exist-Repl". Connect, learn, have fun and give back with #AwesomeAdmins across the globe. multi-select picklist. Even though you made your field available on a page layout, the FLS must be enabled for your profile to be able to see the field on the page layout and on a query. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. 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. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). These are the fields that will appear at the very top of my Guest record page, so I pick the fields that are the most important to me and save it. Compact Layouts - Salesforce We have separate compact layouts for each object. Part 8: Create & Edit Permission Sets. Customize the Fields that Display on Tasks in the Activity Timeline. | I solved this with a formula field that returns text. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Page Layouts. Check out the rest of the Learn Lightning series: Part 1: Setup Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Step 5: See it in action. I have been stuck on the Showing Mobile Layout for two days now. When I . It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Open in app Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. The error message was a little mis-leading :). 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. Are your users not able to see the fields you've created, even though you can see them in the page layout editor? Thats like a pitcher of lemonade under a shade tree on a warm summer day with all of your friends and a sprinkler with two dogs playing in the background! 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. ! Hoc Ngo #Customer Service . Now, lets check out that same record in Lightning with a custom compact layout. Learn in-demand skills that lead to top jobs with Trailhead. Compact layouts control which fields users see in the highlights panel at the top of a record. Navigate to -. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Hi Paul, Im with the same problem, Im stuck in this challenge. (Hint: Do not change the primary compact layout for events. The result speaks for itself! Compact layouts control which fields your users see in the highlights panel at the top of a record. Having trouble completing "Customize compact layouts" - Salesforce **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. Allow more than 4 fields in Lightning Compact Layout - Salesforce This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. These page layout elements are supported in Lightning Experience. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? I am not sure anyone has solved this. Considerations for Closing and Reopening Tasks. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Does a password policy with a restriction of repeated characters increase security? This story will show how to hide unnecessary fields. Hello! Change). Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. Set Up Salesforce Connect to Access Data in Another Org with the. I click New to create a new layout. From Setup, click Object Manager. 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. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Are your users not able to see the fields you've . RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. For example, below is a related list of the Grades custom object in an education org. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. I click New to create a new layout. I support showing only the absolute minimum number of fields when creating a new Salesforce record. Check out the page view of the same record in Lightning. Its now got even more information for each row than the original list view could display when I took a screenshot of the full-width view! . Maria wants to call attention to the most important fields on the object when her users view the audit records. Learn how he approached building his solution and his tips for developing admin skills. This is a podcast record in Classic. Enable Recurring Tasks. Learn how she approached building her solution and her tips for developing admin skills. First, lets look at the org we use to manage podcasts. These page layout elements arent supported in Lightning Experience. First, we need to find and open the lead page layout. Mini page layout help us to see the minimum required details to get an overview of a record, without going to the records detail page. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. Removing a field from a page layout . Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Hello!! Lets look at the Details field for the Grades related list. Seriously, thats it. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Same here. [], By Is there any known 80-bit collision attack? Customize the Fields that Display on Tasks in the Activity - Salesforce Compact Layouts. 3.Make the new compact layout the default for the Showing record type. Customize Task List Actions. 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. April 28, 2023, You asked; we listened. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. New >> Enter the label >> Add the fields to the compact layout. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. rich text area. Compact Layout field changes not reflected in Lightning - Salesforce Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. The field we put first displays at the top in bold. Any suggestions please? Go figure It seems that it does not matter how many times you try and perform aCompact Layout Assignment to try and change the Record Type Overrides from the System Default to the Showing Mobile Layout and save it the system reverts back. list view is below. Why refined oil is cheaper than cold press oil? Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. It only takes a minute to sign up. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. I did that and the field appeared and I added to the compact layout without a problem. Never mind. Customize Record Details with Page Layouts - Salesforce 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! Go to Field Level Security. Compact layouts also control how records display in the Salesforce mobile app. 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. Set Page Layouts and Field-Level Security. Go to create --> object --> Pac --> Select your field. Part 4: Create Groups Then you find this field in the event compact layout settings as well. Compact layouts support all field types except: text area. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Enable Group Tasks in Salesforce Classic. Search for an answer or ask a question of the zone or Customer Support. 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. Home Article How I Solved This: Compact Custom Related List Details. 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 My upgraded (pardon the pun!) Is there a generic term for these trajectories? Click Lead Layout. 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. Describe how compact layouts help your users. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Compact layouts control which fields your users see in the highlights panel at the top of a record. Are your users not able to see the .