A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.
What is a compact layout Salesforce?
A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.
Where is Salesforce compact layout used?
Compact layouts are used to display a record’s key fields at a glance in Salesforce1 app. Using compact layouts, we can indicate which fields should appear in a record’s highlights area.
What is the difference between page layout and compact layout in Salesforce?
Use page layouts to customize the content of record pages for your users. … The mini page layout defines the hover details that display when you mouse over a field on an object’s detail page in the Agent console or in the Recent Items section of the sidebar in Salesforce Classic.What is the difference between compact layout and mini page layout?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. … Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout.
How many fields are in a compact layout?
Up to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app.
What is compact page layout?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. … However, we recommend using compact layouts to put important fields into record headers to help your mobile users get the information they need quickly.
What are record types in Salesforce?
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.How many fields can you add to compact layout Salesforce?
Create a new compact layout and give it a label. Add up to 10 fields. Tip Put the object’s Name field first to provide context for your users when they view a record. Sort the fields by selecting them and clicking Up or Down.
What is the use of Fieldset in Salesforce?A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user’s first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.
Article first time published onWhat is feed tracking in Salesforce?
Feed tracking detects changes to tracked record fields and posts them as updates in the What I Follow feed. Users who follow a record, see those updates in their view of What I Follow, with one exception. Updates users make themselves aren’t posted to What I Follow. Users can see those updates in their profile feeds.
What is mini console view in Salesforce?
This page allows you to choose which objects will appear in the mini view of the console. You can only choose objects where there is a lookup relationship. For example, from the cases object, you can choose account and contact because cases are associated with an account and contact. Mini Page Layout.
What is object limit in Salesforce?
There is a hard limit of 3,000 total custom objects per Organization, regardless of whether they’re created within the Org or installed from the AppExchange. For example, with Unlimited Edition, you could create 2,000 custom objects and install an additional 1,000 objects.
What is expanded lookups in Salesforce?
Required Editions Enhanced lookups are available only for specific objects. Admins enable enhanced lookups for each object. When you perform a blank lookup, a list of recently viewed records displays in the lookup search dialog. If available, you can sort and filter recently viewed records.
What is the use of mini page layout in Salesforce?
A mini page layout contains a subset of the items in an existing page layout. Mini page layouts inherit record type and profile associations, related lists, fields, and field access settings from their associated page layout.
How do I deploy compact layout assignment in Salesforce?
Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to which you want to assign a compact layout. If you don’t have record types set for the object, you won’t see this section.
What is search layout in Salesforce?
Search layouts in Salesforce are an ordered group of fields that are displayed when a record is presented in a particular context such as in search results, a lookup dialog, or in a related list.
How do you add compact layout in Lightning record page?
- Click on the Gear icon and choose Set Up. Then click on the Object Manager.
- Navigate and select the object you want to edit the highlights panel on. …
- Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).
How do I add a field to the highlight panel in Salesforce?
From the object management settings for cases, go to Page Layouts. next to a layout and choose Edit detail view. icon appears, then click it. On the Highlights Panel Properties page, click a box to edit the fields in it.
What are the four key user engagement scenarios?
- Onboarding.
- Feature discovery and adoption.
- Help and troubleshooting.
- In-app learning and skill growth.
What is tab in Salesforce?
Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it appears as a tab. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app’s navigation bar and in the App Launcher.
What is the difference between record type and page layout in Salesforce?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
What is junction object in Salesforce?
A junction object is a Salesforce object that contains many-to-many relationships between two related objects. … In a many-to-many relationship, each record in an object links to multiple records in another object. A junction object stores all the relationships between the two objects.
How do I query a Fieldset in Salesforce?
So we will use dynamic SOQL query for querying all fields of fieldset. By using dynamic SOQL query in Apex and using fielset in visualforce and Apex code. Our code will become dynamic, then we can add, remover or reorder fields in fieldset.
How do you use Fieldsets with lightning?
- Working with Field Sets: – You can use dynamic bindings to display fieldsets on your Visualforce pages. …
- Step1 – Create “FieldSetComponentController” apex class. …
- Step2 – Create FieldSetComponent. …
- Step3 – Create FieldSetComponentController.js, use below code.
How do I add a Fieldset to page layout?
To create a fieldset, go to object, you want create fieldset by clicking on new button. Enter required fields and save. We will get below screen to add fields to field set. Using fieldsets is very easy & you can drag and drop to arrange fields in fieldsets.
What is chatter in Salesforce?
Chatter is a Salesforce real-time collaboration application that lets your users work together, talk to each other, and share information. … Chatter lets users collaborate on sales opportunities, service cases, campaigns, and projects with embedded apps and custom actions.
What is chatter in Salesforce lightning?
The Chatter tab gives you quick access to some useful feeds, like What I Follow, To Me, Bookmarked, Company Highlights, and My Drafts. Select a feed to place it front and center on the Chatter tab. The What I Follow feed shows post activity on all the people, groups, and objects that you follow.
What is the difference between feed tracking and history tracking?
You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings. Using Feed Tracking, users can see updates for records they follow in their Chatter feed. We can track only up to 20 fields per object.
How many fields can a Salesforce object have?
For the Enterprise Edition, you can create 500 custom fields on an object plus install 400 fields from a managed package and 100 of those fields are limited to specific objects. Beyond 800 fields, you are limited to the following objects.
How many records can a Salesforce object hold?
Even though they’ve increased the SOQL governor limit to permit up to 50 million records to be retrieved in one call, you’re still strapped with a 200,000 line execution limit in Apex and a 10K DML limit (per execution thread).
