A compact layout lets you put the most important fields where your users can easily see them. Control User Access to Fields. Example : In this case we will create a compact layout for the Contact object. I click New to create a new layout. Learn how she approached building her solution and her tips for developing admin skills. 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. I had to convert number fields to text using the TEXT function. To learn more, see our tips on writing great answers. Enable Task Notifications. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Salesforce Lightning 201-2: Adding Fields to the Compact Layout 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! 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. | Seriously, that . The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. For example, below is a related list of the Grades custom object in an education org. We are all about the community and sharing ideas. TIA. Dislike 0 Need an account? 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. Highlights panels display the first field from the compact layout at the top in an accented font. Compact layouts control which fields users see in the highlights panel at the top of a record. It is the web browser choosing to use the old Compact Layout state.
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