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. Why refined oil is cheaper than cold press oil? I have a formula field which , when I'm pulling to page layout is not showing up at all. Part 6: Create Reports Step 2: In my Guest object, I scroll down to find compact layouts. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? 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! Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. Go to create --> object --> Pac --> Select your field. Compact layouts are one of the easiest ways we can customize our users experience in Lightning, almost like mini page layouts. Customize Task List Actions. Copyright 2000-2022 Salesforce, Inc. All rights reserved. (LogOut/ Removing a field from a page layout . 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. Are your users not able to see the fields you've . For example, below is a related list of the Grades custom object in an education org. Step 1: From Setup, I go into the object manager and select Guest. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. 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. We can also see the same contact record in the mobile app. Learn in-demand skills that lead to top jobs with Trailhead. Seriously, thats it. Thanks Abhinav. Part 8: Create & Edit Permission Sets. 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. Seriously, that . Set Up Salesforce Connect to Access Data in Another Org with the. Welcome to another post in the How I Solved This series. The fields in the highlights panel are customized using a compact layout. Click Save. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Copyright 2000-2022 Salesforce, Inc. All rights reserved. Sign Up Have an account? Is there such a thing as "right to be heard" by the authorities? Search for an answer or ask a question of the zone or Customer Support. 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. 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! At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. Are your users not able to see the . 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. In step 4 ensure that Event Layout is marked. 1.Create a new event compact layout with the label: Showing Mobile Layout 2.Add the following fields to the compact layout in this order: Subject, Start, Property, Name. What compact layouts have you created in Lightning? She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. Click Profile. Learn in-demand skills that lead to top jobs with Trailhead. 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." Its ok. Like a glass of lemonade on a warm summer day. list view is below. The mini page layout defines the hover details that display when we mouse over a field on an objects detail page or in the Recent Items section of the sidebar. 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! Once I went through and caught that it passed ok. I'm getting the exact same error. What am I missing? 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. Check out the rest of the Learn Lightning series: Part 1: Setup April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. First, find and open the compact layouts node in Setup for Energy Audit. Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. 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. Part 4: Create Groups 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. My profile can see the PersonAccount records. Lets look at the Details field for the Grades related list. Find Object Management Settings. Thanks for contributing an answer to Salesforce Stack Exchange! And this time Ive taken a screenshot of it on only two-thirds of the page, the default Lightning Page layout. Making statements based on opinion; back them up with references or personal experience. Thats like a pitcher of lemonade under a shade tree on a warm summer day with all of your friends and a sprinkler with two dogs playing in the background! To learn more, see our tips on writing great answers. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. 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. New >> Enter the label >> Add the fields to the compact layout. 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. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want []. First, lets look at the org we use to manage podcasts. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. For Starship, using B9 and later, how will separation work if the Hydrualic Power Units are no longer needed for the TVC System? And sweet fancy moses do they make the page come alive! 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. April 28, 2023, You asked; we listened. Enable Group Tasks in Salesforce Classic. 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! 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. | Click View on the object that must be modified. I solved this with a formula field that returns text. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile . Do you have permission to access that field. Not sure how to continue. 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 also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. Well get into compact layouts shortly. 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. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. looks like your Field Level Security (FLS) has not been setup correctly. Example : In this case we will create a compact layout for the Contact object. The field you put first displays at the top in bold. Here are a few more more tidbits about how compact layouts work. 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. **Salesforce Lightning 201-4a: Modifying Related List Quick Links I have created PersonAccounts record types, and Page Layouts under the personAccounts section in the setup menu. 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. Compact layouts control which fields your users see in the highlights panel at the top of a record. Goto Activity Custom Fields and create a new field "Property", Text 255. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. New >> Enter the label >> Add the fields to the compact layout. 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. Even with a full-width list, its hard for users to scan all the way across. First, let me remind you that you dont need to do this every time. Setup >> Object Manager >> Select the object(Contact) >> Compact Layouts. When I . Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. The Salesforce Lightning Compact Layout feature associated with each Object is quite useful. What is the symbol (which looks similar to an equals sign) called? The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By I support showing only the absolute minimum number of fields when creating a new Salesforce record. By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. 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. 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. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Or, show stages, amounts, and ownership fields on an opportunity. I have been stuck on the Showing Mobile Layout for two days now. He has 9 Salesforce certifications. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. We are all about the community and sharing ideas. We have separate compact layouts for each object. Hello!! [], By With the compact layouts, we can highlight whatever our users need to see at a glance when they look at a record. 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. To subscribe to this RSS feed, copy and paste this URL into your RSS reader. Is there a generic term for these trajectories? Change), You are commenting using your Facebook account. 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. If Enhanced Profile User Interface is disabled: Select the name of the user. Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Rename Object, Tab, and Field Labels. When do you use in the accusative case? Considerations for Closing and Reopening Tasks. We are all about the community and sharing ideas. 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. Compact Layout Limitations and Considerations. Then you find this field in the event compact layout settings as well. 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. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record. A course grade, not surprisingly, represents the mark a student gets in a particular class in a particular semester. Also , when I'm querying the field in a controller , it's saying : Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. Site design / logo 2023 Stack Exchange Inc; user contributions licensed under CC BY-SA. I had to convert number fields to text using the TEXT function. Why is the record UI truncating a formula field? 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. She loves the Salesforce community, her hometown of San Francisco, and is part mermaid. Various trademarks held by their respective owners. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . Heres a sample compact layout edit page for the Account object. Thats the moment to think, Perhaps I need a formula here instead!. You can customize the content of your record pages in Lightning Experience using tools youre already familiar with: page layouts and compact layouts. With an opportunity naming convention that includes the Account name, the Opportunity Name field is truncated. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. Solution Deployed. I had 8 fields and thats the reason, I was not able to view it. Considerations for Enabling User Control of Task Notifications. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. "Existing Customer - Replacement", "Exist-Repl". Were going to change that. Way cleaner. Should have thought about it in first place ! A few moments work and this version of the related list has all the details my users might need: I solved this with a formula field that returns text. Part 2: Create an App . This video shows how to modify the fields that display at the top of each record and on pop-ups and previews. Copyright 2000-2022 Salesforce, Inc. All rights reserved. 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. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? Custom Field Not Showing Up for Opportunity Product. Hi Reid -- the API names are correct, I believe. Search for an answer or ask a question of the zone or Customer Support. 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. Step 5: See it in action. 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. Hello! Fill in your details below or click an icon to log in: You are commenting using your WordPress.com account. Tasks. Click Lead to open the object and then click Page Layouts. there is my new compact layout. 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? Preena Johansen So I converted the month, then day, then year, each with the slash between them as text. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. 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.
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