First, find and open the compact layouts node in Setup for Energy Audit. I solved this with a formula field that returns text. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Enable Task Notifications. Home Article How I Solved This: Compact Custom Related List Details. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. But that required creating console views for every user- and not every user like the console. Does a password policy with a restriction of repeated characters increase security? Part 7: Create & Edit Profiles This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. I click New to create a new layout. We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Is there a generic term for these trajectories? How I Solved This: Compact Custom Related List Details. Learn more about Stack Overflow the company, and our products. (LogOut/ Hello! Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. 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." The result speaks for itself! 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. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Do you have an interesting idea or useful tip that you want to share? "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). The point Im making is that you get information fast. Set Up Salesforce Connect to Access Data in Another Org with the. A few moments' work and this version of the related list has all the details my users might need: How I solved it. 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 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. However, in Lightning, the compact layouts dont require a console view. 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. 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. looks like your Field Level Security (FLS) has not been setup correctly. Compact layouts also control how records display in the Salesforce mobile app. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. My upgraded (pardon the pun!) Well get into compact layouts shortly. rev2023.5.1.43405. I beg to differ with it. i.e the field itself is not showing up ,let alone value. Below, Ive placed an even more generic example. The field we put first displays at the top in bold. 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! Compact Layouts. With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. list view is below. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. Part 2: Create an App With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. 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. Learn how she approached building her solution and her tips for developing admin skills. Various trademarks held by their respective owners. That solved it . My profile can see the PersonAccount records. multi-select picklist. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Why doesn't this short exact sequence of sheaves split? 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? Part 5: Create & Edit Objects There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. Maria wants to call attention to the most important fields on the object when her users view the audit records. 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! | Same here. Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. 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. Go figure And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. 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. 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. 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. Even with a full-width list, its hard for users to scan all the way across. Browse other questions tagged. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. Lets look at the Details field for the Grades related list. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. And heres what that same account record looks like in the mobile app. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. He has 9 Salesforce certifications. 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. Sign Up Have an account? 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. Dislike 0 Need an account? I have been stuck on the Showing Mobile Layout for two days now. The best answers are voted up and rise to the top, Not the answer you're looking for? Notice that, in the screenshot, each row has about half of the columns empty. Copyright 2000-2022 Salesforce, Inc. All rights reserved. | So lots of work, little reward. Get status updates and tell . Thanks. Change). Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. 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. Assign Compact Layouts to Record Types. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? 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. Any suggestions please? 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! Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. Thats not a bug, theyre just not the fields that are used for that record type. I support showing only the absolute minimum number of fields when creating a new Salesforce record. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. As with page layouts, there are separate compact layouts for each object. First, we need to find and open the lead page layout. Keep in mind that the changes affect all users assigned to the profile. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Removing a field from a page layout . A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. Making statements based on opinion; back them up with references or personal experience. 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. Search for an answer or ask a question of the zone or Customer Support. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. | This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Peggy I reread your comment and realized what you meant about highlighting. Hi Reid -- the API names are correct, I believe. Search for an answer or ask a question of the zone or Customer Support. Were going to change that. TIP: Put the objects Name field first to provide context for your users when they view a record. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. I click New to create a new layout. April 28, 2023, You asked; we listened. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. 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. 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. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. First, let me remind you that you dont need to do this every time. 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. Then Set Field-Level Security and make sure it is visible to your profile. Learn in-demand skills that lead to top jobs with Trailhead. Heres the related page for the same account object in Lightning Experience. And sweet fancy moses do they make the page come alive! Click Edit. These page layout elements are supported in Lightning Experience. . Paul. Gillian is a Principal Admin Evangelist at Salesforce. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. The fields in the highlights panel are customized using a compact 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. Hello!! The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. I have a formula field which , when I'm pulling to page layout is not showing up at all. I found a check box I hadnt checked fixing that solved the problem for the next module. 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. Seriously, thats it. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. So I converted the month, then day, then year, each with the slash between them as text. Any help? 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. For example, below is a related list of the Grades custom object in an education org. I did that and the field appeared and I added to the compact layout without a problem. Compact Layout fields not showing up on my Record Type. Part 8: Create & Edit Permission Sets. Click Save. 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! New >> Enter the label >> Add the fields to the compact layout. on Report. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Customize Task List Actions. Click Profile. rich text area. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. Various trademarks held by their respective owners. "Existing Customer - Upgrade", "Exist-Up". And dont forget that your users lose the ability to sort by a column if that column isnt independent. It shows the name of the layout and a list of fields to display. Meanwhile, an Attendance record counts absences for the semester. Custom Field Not Showing Up for Opportunity Product. ! Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Got same error on Step 3 while taking Challenge, Please advice. So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. Ella Marks Even the formula writing is pretty simple if youve worked with formulas in Salesforce. Select Read and Edit checkbox for the field they must have access with. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Hank Scurry :). Is there such a thing as "right to be heard" by the authorities? Heres an example of an opportunity record page. 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. Preena Johansen Paolo Sambrano Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. Considerations for Closing and Reopening Tasks. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Part 4: Create Groups Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. The field you put first displays at the top in bold. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Show me your screenshots @gilliankbruce! Page Layouts. Do you have an interesting idea or useful tip that you want to share? You can see that the System Default compact layout is assigned as the primary compact layout right now. It only takes a minute to sign up. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Save. We can also see the same contact record in the mobile app. Open in app Then you find this field in the event compact layout settings as well. I'm getting the exact same error. Never mind. A compact layout lets you put the most important fields where your users can easily see them. 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. Rename Object, Tab, and Field Labels. New >> Enter the label >> Add the fields to the compact layout. Considerations for Enabling User Control of Task Notifications. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. The rest of the details are below, so users can still scroll down to see all the fields for the object. Way cleaner. Here are a few more more tidbits about how compact layouts work. 4. looks like your Field Level Security (FLS) has not been setup correctly. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. Do you have permission to access that field. 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. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. 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. First, lets look at the org we use to manage podcasts. Customize the Fields that Display on Tasks in the Activity Timeline. Why don't we use the 7805 for car phone chargers? Has anyone found a way to get this challenge passed? Part 3: Create & Clone Users Check out the page view of the same record in Lightning. Step 1: From Setup, I go into the object manager and select Guest. It's part of a playlist that shows other Lightning layout modifications that you should consider. We are all about the community and sharing ideas. Step 5: See it in action. Compact Layout Limitations and Considerations. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. 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. Enable Group Tasks in Salesforce Classic. Eugenia Kang 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. Stack Exchange network consists of 181 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers. This story will show how to hide unnecessary fields. Part 6: Create Reports Or, show stages, amounts, and ownership fields on an opportunity. Set Page Layouts and Field-Level Security. long text area. Thats the moment to think, Perhaps I need a formula here instead!. 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. 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. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Is there any known 80-bit collision attack? Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. Design a site like this with WordPress.com, Follow Salesforce Thinkers on WordPress.com, Text Formula Operators and Functions in Salesforce, Math Formula Operators and Functions in Salesforce. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. Each record type can have only one compact layout assigned to it. (LogOut/ Hoc Ngo #Customer Service . | However, in Lightning Experience, the page elements display differently and some arent supported. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Control User Access to Fields. Thanks! Are your users not able to see the fields you've . 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!
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