salesforce compact layout not showing all fields

4f568f3f61aba3ec45488f9e11235afa
7 abril, 2023

salesforce compact layout not showing all fields

Theres not that much to see: Its a simple IF statement that returns one set of concatenated text and fields for the Attendance record type, and a different set otherwise. Then Set Field-Level Security and make sure it is visible to your profile. 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). Compact Layout Limitations and Considerations - Salesforce (LogOut/ Customize the Fields that Display on Tasks in the Activity - Salesforce If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. 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! 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. Click Lead Layout. 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. Go figure Peggy I reread your comment and realized what you meant about highlighting. Check out the rest of the Learn Lightning series: Part 1: Setup Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. Compact Layout fields not showing | Salesforce Trailblazer Community So watch out for those times when you cant decide which columns go in the related list layout because youre having to compromise. So lots of work, little reward. Part 8: Create & Edit Permission Sets. Open in app Custom fields not showing value in Comp | Known Issues - Salesforce How a top-ranked engineering school reimagined CS curriculum (Ep. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Thanks! "Existing Customer - Upgrade", "Exist-Up". 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. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. Do you have an interesting idea or useful tip that you want to share? Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? 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. 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 problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By I did that and the field appeared and I added to the compact layout without a problem. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. I solved this with a formula field that returns text. And sweet fancy moses do they make the page come alive! click on a date with an event that had a formula or custom field on the compact layout. 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. We are using Person Accounts.

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salesforce compact layout not showing all fields