Part 5: Create & Edit Objects And sweet fancy moses do they make the page come alive! How a top-ranked engineering school reimagined CS curriculum (Ep. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. And dont forget that your users lose the ability to sort by a column if that column isnt independent. No such column 'ABCD__c' on entity 'PAC__c'. Hank Scurry February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. I have been stuck on the Showing Mobile Layout for two days now. To learn more, see our tips on writing great answers. This story will show how to hide unnecessary fields. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. **Salesforce Lightning 201-4a: Modifying Related List Quick Links 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. on Report. Copyright 2000-2022 Salesforce, Inc. All rights reserved. I have a formula field which , when I'm pulling to page layout is not showing up at all. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Enable Group Tasks in Salesforce Classic. Maria wants to call attention to the most important fields on the object when her users view the audit records. multi-select picklist. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. My profile can see the PersonAccount records. "Existing Customer - Replacement", "Exist-Repl". Were going to change that. Learn in-demand skills that lead to top jobs with Trailhead. 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 am not sure anyone has solved this. Heres a sample compact layout edit page for the Account object. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Here are a few more more tidbits about how compact layouts work. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. 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. Learn how he approached building his solution and his tips for developing admin skills. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Click Profile. What is the symbol (which looks similar to an equals sign) called? Same here. 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. 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." [], By First, we need to find and open the lead page layout. Learn in-demand skills that lead to top jobs with Trailhead. 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. Enable Recurring Tasks. Well get into compact layouts shortly. From Setup, click Object Manager. (LogOut/ (On smaller screens, the highlights panel displays fewer fields.) April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Compact layouts also control how records display in the Salesforce mobile app. Like a glass of lemonade under a shade tree on a warm summer day. 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. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Home Article How I Solved This: Compact Custom Related List Details. New >> Enter the label >> Add the fields to the compact layout. We are all about the community and sharing ideas. Sign In Dismiss Compact Layout fields not showing up on my Record Type. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? Heres a sample contact record in Lightning Experience. 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 28, 2023, You asked; we listened. Step 2: In my Guest object, I scroll down to find compact layouts. Is there any known 80-bit collision attack? Compact Layouts. Welcome to another post in the How I Solved This series. Even the formula writing is pretty simple if youve worked with formulas in Salesforce. Compact layouts also control how records display in the Salesforce mobile app. Mostly because I was trying to keep the mountain of user requests manageable and those felt like the ultra detail and finer points I didnt have a chance to get to. Control User Access to Fields. Click Edit. Why refined oil is cheaper than cold press oil? :). Considerations for Enabling User Control of Task Notifications. 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. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Assign Compact Layouts to Record Types. Select Read and Edit checkbox for the field they must have access with. 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. Go figure "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). What compact layouts have you created in Lightning? (LogOut/ Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? long text area. Do you have permission to access that field. Ella Marks Keep in mind that the changes affect all users assigned to the profile. Page Layouts. 3.Make the new compact layout the default for the Showing record type. Below, Ive placed an even more generic example. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Learn more about Stack Overflow the company, and our products. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. These page layout elements are supported in Lightning Experience. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Click Save. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. "Existing Customer - Upgrade", "Exist-Up". I found a check box I hadnt checked fixing that solved the problem for the next module. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Thanks. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. What am I missing? Are your users not able to see the . Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. Hi Paul, Im with the same problem, Im stuck in this challenge. | Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. You can see that the System Default compact layout is assigned as the primary compact layout right now. He has 9 Salesforce certifications. By 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. Navigate to -. Set Page Layouts and Field-Level Security. Jennifer Cole Various trademarks held by their respective owners. there is my new compact layout. Eugenia Kang It shows the name of the layout and a list of fields to display. I got the answer from the link you shared that though Salesforce allows 10 fields to be added to the Compact layout, in the Highlights panel, we will be able to view only 7 fields. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Seriously, that . 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . looks like your Field Level Security (FLS) has not been setup correctly. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. Thats not a bug, theyre just not the fields that are used for that record type. 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). The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Thanks Abhinav. That solved it . I click New to create a new layout. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. Solution Deployed. Connect and share knowledge within a single location that is structured and easy to search. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. Enable Task Notifications. Part 6: Create Reports The point Im making is that you get information fast. Compact Layout Limitations and Considerations. 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. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. 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. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access.
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