Were proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Set Up Salesforce Connect to Access Data in Another Org with the. 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. No such column 'ABCD__c' on entity 'PAC__c'. 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. Did the Golden Gate Bridge 'flatten' under the weight of 300,000 people in 1987? When editing a PersonAccount Page Layout there are no Contact fields, or Person Account fields that are available to be placed into the layout. Learn how he approached building his solution and his tips for developing admin skills. The spaces and punctuation are concatenated in using & (for concatenation) and enclosed in quotation marks. (LogOut/ Michael is a declarative Salesforce Engineer and Architect, a Salesforce MVP, and a Trailhead addict. Thats not a bug, theyre just not the fields that are used for that record type. And dont forget that your users lose the ability to sort by a column if that column isnt independent. Customize the Fields that Display on Tasks in the Activity Timeline. Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. Is there such a thing as "right to be heard" by the authorities? For example, below is a related list of the Grades custom object in an education org. Assign Compact Layouts to Record Types. I have a formula field which , when I'm pulling to page layout is not showing up at all. If Enhanced Profile User Interface is disabled: Select the name of the user. list view is below. Click Edit. Have you ever created a custom field, put it on the page layout, but had a user tell you they can't see it? click on a date with an event that had a formula or custom field on the compact layout. 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. I select Compact Layout Assignment and edit the assignment so that the primary compact layout is my Guest layout I just created. 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. 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. She is passionate about empowering, inspiring, and enabling Salesforce Admins to transform their companies, careers, and communities. By clicking Accept all cookies, you agree Stack Exchange can store cookies on your device and disclose information in accordance with our Cookie Policy. Connect, learn, have fun and give back with #AwesomeAdmins across the globe. "Existing Customer - Downgrade", "Exist-Down", & " " & TEXT(MONTH(CloseDate)) & "/" & TEXT(DAY(CloseDate)) & "/" & TEXT(YEAR(CloseDate)). Hoc Ngo #Customer Service . Learn in-demand skills that lead to top jobs with Trailhead. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Lets look at the Details field for the Grades related list. Save. Compact layouts support all field types except: text area. Has anyone found a way to get this challenge passed? Click Lead to open the object and then click Page Layouts. Parabolic, suborbital and ballistic trajectories all follow elliptic paths. Thanks! 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. I click New to create a new layout. Changes you make to a compact layout are reflected in both Lightning Experience and the Salesforce mobile app. What compact layouts have you created in Lightning? This video walks you through the settings in the custom object wizard to make sure your fields are visible to the right profiles, and on the page layout. As with page layouts, there are separate compact layouts for each object. I beg to differ with it. Why the obscure but specific description of Jane Doe II in the original complaint for Westenbroek v. Kappa Kappa Gamma Fraternity? Compact layouts control which fields your users see in the highlights panel at the top of a record. And dont forget that you can use a mix of the original field columns with formula columns to get the best of both worlds. I had to go to the Event Record Types and uncheck the active option and only make the Showing Record Type the active one. 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. What am I missing? April 11, 2023, Selling has become a team sport, with 81% of reps saying team selling helps them close deals. Does a password policy with a restriction of repeated characters increase security? We'll also take a look at the Field Accessibility page which shows you in one screen the visibility of fields to particular profiles. Gillian is a Principal Admin Evangelist at Salesforce. Hello!! A compact layout lets you put the most important fields where your users can easily see them. there is my new compact layout. Welcome to another post in the How I Solved This series. i.e the field itself is not showing up ,let alone value. Considerations for Closing and Reopening Tasks. Describe how compact layouts help your users. Usually, it just isnt necessary to write out a formula when you can just display the fields on the related list. [], By Rename Object, Tab, and Field Labels. Its ok. Like a glass of lemonade on a warm summer day. Solution Deployed. (On smaller screens, the highlights panel displays fewer fields.) Connect and share knowledge within a single location that is structured and easy to search. Ella Marks HELLOSalesforce Thinkers, In our previous blog we learned aboutPage Layouts inSalesforce,In this blog we are going to learn aboutCompact and Mini Page Layouts in Salesforce. . Depending on the width of the page youre displaying a related list on, you may only have room for a handful of fields. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Any help? Even the formula writing is pretty simple if youve worked with formulas in Salesforce. Change). In step 4 ensure that Event Layout is marked. Part 3: Create & Clone Users Click View on the object that must be modified. Why is the record UI truncating a formula field? Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. 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. You can see the accounts name, phone number, type, industry, rating, and account owner at the top of the page. The solution has been given byWolfgang Kampktter, Kindly closed this question and mark as solved, 1.Create a new event compact layout with the label:Showing Mobile Layout. Salesforce conditionally display fields based on value? That solved it . It shows the name of the layout and a list of fields to display. | Connect, learn, have fun and give back with #AwesomeAdmins across the globe. Now, lets check out that same record in Lightning with a custom compact layout. . RecordType.DeveloperName = "Attendance", "Enrolled Days: " & TEXT(Enrolled_Days__c) & ", Absent: " & TEXT(Absent_Days__c), TEXT(Course_Type__c) & "-" & Course_Name__c & ": " & Letter_Grade__c. Finally, if you just convert a date field using TEXT, you end up with YYYY-MM-DD, which I find a pain to read. Compact layouts control which fields users see in the highlights panel at the top of a record. Sign Up Have an account? I found a check box I hadnt checked fixing that solved the problem for the next module. It also control the fields that appear in the expanded lookup card that we see when we hover over a link in record details. When do you use in the accusative case? Create Compact Layouts. We are all about the community and sharing ideas. We can also see the same contact record in the mobile app. For now, let's take a quick tour of the page layout editor by adding and changing a basic field on a lead record. Set Page Layouts and Field-Level Security. Enable Task Notifications. Compact Layouts. Click Profile. If the null hypothesis is never really true, is there a point to using a statistical test without a priori power analysis? Notice that, in the screenshot, each row has about half of the columns empty. It is the web browser choosing to use the old Compact Layout state. 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. Ill be honest, mini page layouts and compact layouts were lumped into a category of Things Ill get to eventually in Salesforce. Could a subterranean river or aquifer generate enough continuous momentum to power a waterwheel for the purpose of producing electricity? Seriously, thats it. Go to create --> object --> Pac --> Select your field. If your org supports record types, you can assign a compact layout to different record types, just like you can with a page layout. This video shows how to modify the fields that display at the t. Thats why my Opportunities list view still has Stage as a column, even though I could easily have included it in my formula. You can also edit or delete an objects page layouts by clicking on a page layout in the Page Layouts related list. Hello! Its so obvious now that Ive hit upon it that Im almost ashamed to write a whole blog post about it. By Compact layouts also control how records display in the Salesforce mobile app. Part 5: Create & Edit Objects 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. Way cleaner. | The fields in the highlights panel are customized using a compact layout. 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. ! Compact layouts are also used in other places, such as the activity timeline and expanded lookup cards. | Click Lead Layout. 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! 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. Heres the related page for the same account object in Lightning Experience. Search for an answer or ask a question of the zone or Customer Support. Part 6: Create Reports 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. | Asking for help, clarification, or responding to other answers. Move the required fields from Available to Selected. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. Not sure how to continue. 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. Heres a sample contact record in Lightning Experience. Why refined oil is cheaper than cold press oil? Home Article Learn Lightning: Compact Layouts. rich text area. Grades use two very different record types: Course Grade and Attendance. Hi Reid -- the API names are correct, I believe. These page layout elements arent supported in Lightning Experience. 4. looks like your Field Level Security (FLS) has not been setup correctly. Each record type can have only one compact layout assigned to it. Show me your screenshots @gilliankbruce! For example, show phone numbers and regions on an account. So lots of work, little reward. This story will show how to hide unnecessary fields. on Report. Part 7: Create & Edit Profiles Are your users not able to see the . 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." 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. You can see that the System Default compact layout is assigned as the primary compact layout right now. Page Layouts. Now, lets go through how to set up compact layouts in Lightning so you can do this yourself. Then you find this field in the event compact layout settings as well. Considerations for Enabling User Control of Task Notifications. Like a glass of lemonade under a shade tree on a warm summer day. I added just one field, Type, to the default Opportunities list view on an Account page as displayed in a moderate-width browser window. 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. Never mind. Were going to change that. 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. 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. Step 4: Now that Ive created my compact layout, I need to assign it as the default. You can create and edit a compact layout from the Compact Layouts related list on any object in the Object Manager in Lightning Experience. 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. This is probably due to a bug related to how Salesforce interacts with browser-side data storage called IndexedDB. Home Article How I Solved This: Compact Custom Related List Details. My profile can see the PersonAccount records. Preena Johansen 3.Make the new compact layout the default for the Showing record type. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Check out the page view of the same record in Lightning. if you have 2 Record Types just make showing not active (edit ---> uncheck active) and this should work. Well get into compact layouts shortly. Thanks Sameer for your comment that was the right answer. Change), You are commenting using your Facebook account. I am not sure anyone has solved this. New >> Enter the label >> Add the fields to the compact layout. Customize Task List Actions. Lets take a look at how Michael Kolodner was able to summarize list view information in a more concise and consumable manner. We are using Person Accounts. 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. Paul Johnson 40 Can't complete "Customize Compact Layouts" challenge: Challenge Not yet complete. Peggy I reread your comment and realized what you meant about highlighting. Your Layouts Can Customize Lightning Experience Records, Get more from Salesforce with our educational webinars, Understand how page layout elements drive content on record pages in Lightning Experience, Identify which part of the Lightning Experience user interface is driven by a compact layout, 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. We are all about the community and sharing ideas. Paul. Since joining Salesforce in 2010, Gillian's worked in a number of roles that help Salesforce Administrators better understand and use the Salesforce platform. But what org type should you use for building and testing? 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. Do you have permission to access that field. Tasks. 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. If we have record types associated with an object, we can override the objects primary compact layout and assign different compact layouts to some or all the record types. multi-select picklist. Heres an example of an opportunity record page. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk [], By Making statements based on opinion; back them up with references or personal experience. Eugenia Kang The error message was a little mis-leading :). I click New to create a new layout. 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. 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. | February 21, 2023, A best practice for building and configuring new solutions is to always build and test outside of your production org. Or, show stages, amounts, and ownership fields on an opportunity. Jennifer Cole A few moments' work and this version of the related list has all the details my users might need: How I solved it. Sign In Dismiss How I Solved This: Compact Custom Related List Details. Get status updates and tell . April 28, 2023, You asked; we listened. Part 8: Create & Edit Permission Sets. Any suggestions please? Compact layouts play the same role in Lightning Experience: displaying a records key fields in the highlights panel of a record page. You cant use the enhanced page layout editor to customize the layout of Lightning Experience record home pages. So have a look at the field again, click on button 'Set Field Level Security', enable it for your profile and you should be good to go! And heres what that same account record looks like in the mobile app. The problem Rumor had it that account teams were frustrated because there wasnt a quick and easy []. The best answers are voted up and rise to the top, Not the answer you're looking for? It's part of a playlist that shows other Lightning layout modifications that you should consider. Highlights panels display the first field from the compact layout at the top in an accented font. Thats the moment to think, Perhaps I need a formula here instead!. Thanks Abhinav. Then, Ive used the CASE function to translate the Type fields rather long picklist values into abbreviations. Setup >> Object Manager >> Select the object (Contact) >> Compact Layouts. At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. 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. Part 4: Create Groups Go to Setup >> Customize >> Object Name >> Page Layouts >> Mini Page Layout. Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. From Setup, click Object Manager. Got same error on Step 3 while taking Challenge, Please advice. Copyright 2000-2022 Salesforce, Inc. All rights reserved. Do you have an interesting idea or useful tip that you want to share? Paolo Sambrano 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. I'm getting the exact same error. 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. I support showing only the absolute minimum number of fields when creating a new Salesforce record. 3) Notice that the Formula field has just the label show with no value in the preview (compact layout) . If youve completed the Salesforce Mobile Basics module, youre familiar with compact layouts and how they work in the Salesforce mobile app. Thanks. When you customize your page layouts in Salesforce Classic, those changes can affect the content of object record pages in Lightning Experience. Keep in mind that the changes affect all users assigned to the profile. Hi Paul, Im with the same problem, Im stuck in this challenge. "Existing Customer - Replacement", "Exist-Repl". My upgraded (pardon the pun!) 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! Once you learn how they solved their specific problem, youll be inspired to try their solution yourself! 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. In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record. Navigate to -. It absolutely not allow you to save theRecord Type Overrides from the System Default to the Showing Mobile Layout which is what the lesson is asking you to do. 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. This is a podcast record in Classic. I had to convert number fields to text using the TEXT function. Follow along with this video series to ensure youre adhering to the best practice of least privilege access: giving your users the data access they needand only what [], By 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 Learn how she approached building her solution and her tips for developing admin skills. | I did that and the field appeared and I added to the compact layout without a problem. Canadian of Polish descent travel to Poland with Canadian passport, "Signpost" puzzle from Tatham's collection. You'll also check a user's profile and page layout assignments to see if that is what is hiding the field. 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!
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