Customize the Fields that Display on Tasks in the Activity Timeline. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. 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. With Lightning, you can now create compact layouts for any object to bring the most important information at the top of a record page. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. Click Lead Layout. April 6, 2023, In this episode of How I Solved It on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Click Edit. Salesforce Lightning 201-2: Adding Fields to the Compact Layout rich text area. April 28, 2023, You asked; we listened. Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. (Hint: Do not change the primary compact layout for events. I did that and the field appeared and I added to the compact layout without a problem. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Is there any known 80-bit collision attack? Step 5: See it in action. Peggy I reread your comment and realized what you meant about highlighting. 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! 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. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? Same here. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. | Hi Claudia I ended up going back to the PREVIOUS module and checking my objects there. February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. Any help? | 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. 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. long text area. When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Control User Access to Fields. 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. Find Object Management Settings. What is the symbol (which looks similar to an equals sign) called? 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. (LogOut/ Its ok. Like a glass of lemonade on a warm summer day. New >> Enter the label >> Add the fields to the compact layout. Go to Field Level Security. Learn how she approached building her solution and her tips for developing admin skills. What compact layouts have you created in Lightning? Rename Object, Tab, and Field Labels. Maria wants to call attention to the most important fields on the object when her users view the audit records. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Compact Layout fields not showing up on my Record Type.
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