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. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. 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. 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. Hoc Ngo #Customer Service . At FreeLikeAPuppy.tech, Michael writes his own blog to help nonprofits use Salesforce to work efficiently, solve problems, and make the world better. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. TIA. Thats not a bug, theyre just not the fields that are used for that record type. And heres what that same account record looks like in the mobile app. Unexpected uint64 behaviour 0xFFFF'FFFF'FFFF'FFFF - 1 = 0? Having trouble completing "Customize compact layouts" - Salesforce 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. Considerations for Closing and Reopening Tasks. 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. Click Lead to open the object and then click Page Layouts. Lets make that happen by creating a custom compact layout for the Energy Audit custom object. Making statements based on opinion; back them up with references or personal experience. Compact Layout Limitations and Considerations - Salesforce Compact Layout fields not showing up on my Record Type. 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. Now, lets check out that same record in Lightning with a custom compact layout. There are many resources that break down sandboxes and scratch orgs separatelybut on the Admin Relations team, we often hear from admins who want [].