Welcome to another post in the How I Solved This series. Thats the moment to think, Perhaps I need a formula here instead!. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. April 28, 2023, You asked; we listened. For example, show phone numbers and regions on an account. The error message was a little mis-leading :). 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. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. 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. The rest of the details are below, so users can still scroll down to see all the fields for the object. 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 3: Create & Clone Users Removing a field from a page layout . Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! Hi Paul, Im with the same problem, Im stuck in this challenge. 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. But what org type should you use for building and testing? (LogOut/ Home Article Learn Lightning: Compact Layouts. | 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. **Salesforce Lightning 201-4a: Modifying Related List Quick Links 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. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. I'm guessing that when Compact Layout updates, the relevant IndexedDB value is not updated properly. :). Preena Johansen Find Object Management Settings. 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. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. First, lets look at the org we use to manage podcasts. Thanks Sameer for your comment that was the right answer. looks like your Field Level Security (FLS) has not been setup correctly. TIP: Put the objects Name field first to provide context for your users when they view a record. 4. looks like your Field Level Security (FLS) has not been setup correctly. Customize Task List Actions. Eugenia Kang We are using Person Accounts. Learn how he approached building his solution and his tips for developing admin skills. These page layout elements are supported in Lightning Experience. 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." How I Solved This: Compact Custom Related List Details. What is the symbol (which looks similar to an equals sign) called? If a user doesn't have access to one of the fields that you assign to a compact layout, the next field on the layout is used. Seriously, that . Go to Field Level Security. rich text area. Customize the Fields that Display on Tasks in the Activity Timeline. 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. (LogOut/ 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. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. here's what's wrong: The 'Showing Mobile Layout' compact layout does not appear to have the following fields in this order: Subject, Start, Property, Name. Click Lead Layout. Part 7: Create & Edit Profiles How a top-ranked engineering school reimagined CS curriculum (Ep. PersonAccount fields in Page layouts missing! - Salesforce Stack Exchange on Report. One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. How to hide fields in New mode in Salesforce Dynamic Forms - Medium To subscribe to this RSS feed, copy and paste this URL into your RSS reader. However, in Lightning, the compact layouts dont require a console view. | Page Layouts. Do you have an interesting idea or useful tip that you want to share? Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. . It shows the name of the layout and a list of fields to display. Show me your screenshots @gilliankbruce! Event and task compact layouts determine the fields that appear in the details section when you expand an activity in the activity timeline in Lightning Experience. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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. Control User Access to Fields. Here are a few more more tidbits about how compact layouts work. Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. 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. multi-select picklist. In Classic, compact layouts were only used for Salesforce1 mobile experience. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? So lots of work, little reward. 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. 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. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. When do you use in the accusative case? Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Formula Field not visible in Layout - Salesforce Stack Exchange Allow more than 4 fields in Lightning Compact Layout - Salesforce In step 4 ensure that Event Layout is marked. Is there a generic term for these trajectories? 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. Thanks for contributing an answer to Salesforce Stack Exchange! So I converted the month, then day, then year, each with the slash between them as text. I solved this with a formula field that returns text. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. click on a date with an event that had a formula or custom field on the compact layout. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Set Up Salesforce Connect to Access Data in Another Org with the. Learn how she approached building her solution and her tips for developing admin skills. I click New to create a new layout. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. 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. Compact Layouts - Salesforce You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. Gillian is a Principal Admin Evangelist at Salesforce. This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Heres the related page for the same account object in Lightning Experience. Part 4: Create Groups If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. From Setup, click Object Manager. 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. Compact Layout field changes not reflected in Lightning - Salesforce The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. 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. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. 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. xcolor: How to get the complementary color. Add these fields to the compact layout, in this order: 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. 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. Why is the record UI truncating a formula field? This is extremely painful. Compact and Mini Page Layouts in Salesforce Search for an answer or ask a question of the zone or Customer Support. Paolo Sambrano Custom fields not showing value in Compact Layout in Monthly Calendar view (iOS) Mobile / Mobile SDK . The problem Once upon a time, not so long ago, I was asked to fix an inefficient sales [], By It only takes a minute to sign up. long text area. | Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. 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. | Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Click Save. Way cleaner. Compact layouts control which fields users see in the highlights panel at the top of a record. Connect and share knowledge within a single location that is structured and easy to search. Part 2: Create an App 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. Why don't we use the 7805 for car phone chargers? 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. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. A few moments' work and this version of the related list has all the details my users might need: How I solved it. Open in app I support showing only the absolute minimum number of fields when creating a new Salesforce record. Step 5: See it in action. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Hello!! Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. I did that and the field appeared and I added to the compact layout without a problem. [], By Why doesn't this short exact sequence of sheaves split? Notice that, in the screenshot, each row has about half of the columns empty. Enable Recurring Tasks. Hi Reid -- the API names are correct, I believe. "Existing Customer - Replacement", "Exist-Repl". It isn't that your changes aren't being applied. Below, Ive placed an even more generic example. For example, below is a related list of the Grades custom object in an education org. As with page layouts, there are separate compact layouts for each object. I found a check box I hadnt checked fixing that solved the problem for the next module. These page layout elements arent supported in Lightning Experience. Select Read and Edit checkbox for the field they must have access with. He has 9 Salesforce certifications. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Im going to create a compact layout for my Guest object in my Wedding app so that I can see the most important info at the top of each Guest record page. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. 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. Asking for help, clarification, or responding to other answers. rev2023.5.1.43405. The next topic in our Learn Lightning series is how you can use compact layouts in Lightning to bubble the most important information to the top of the page in Salesforce. Keep in mind that the changes affect all users assigned to the profile. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. 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! 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. Learn Lightning: Compact Layouts - Salesforce Admins TIA. Not sure how to continue. The field you put first displays at the top in bold. I created a Record Type on my Case object and created a new Compact Layout added some fields and then assigned that to my Record Type. Search for an answer or ask a question of the zone or Customer Support. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Step 1: From Setup, I go into the object manager and select Guest. Fields Are Not Visible on a New Page Layout for Certain Users - Salesforce Check out the rest of the Learn Lightning series: Part 1: Setup 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. Plenty of others must have done this before me, but its not a trick Ive ever heard mentioned. Tasks. Click Profile. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Compact Layouts. That solved it . 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . This video shows how to modify the fields that display at the t. Then you find this field in the event compact layout settings as well. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. Customize the User Interface Unit | Salesforce Trailhead How I Solved This: Compact Custom Related List Details 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. Save. New >> Enter the label >> Add the fields to the compact layout. Assign Compact Layouts to Record Types. Go to create --> object --> Pac --> Select your field. No such column 'ABCD__c' on entity 'PAC__c'. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. Enable Group Tasks in Salesforce Classic. Thanks. Search for an answer or ask a question of the zone or Customer Support. 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! Considerations for Enabling User Control of Task Notifications. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. We can help our users see what they need on mobile screens to quick recognize the records. Sign Up Have an account? Heres an example of an opportunity record page. Custom Field Not Showing Up Even Though it's In the Page Layout Compact Layout Limitations and Considerations. Learn how she approached building her solution and her tips for developing admin skills. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. Learn more about Stack Overflow the company, and our products. Get status updates and tell . This story will show how to hide unnecessary fields. Like a glass of lemonade under a shade tree on a warm summer day. RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. It shows the name of the layout and a list of fields to display. Check out the page view of the same record in Lightning. there is my new compact layout. April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Once I went through and caught that it passed ok. 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. I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app.

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