How do I display the highlight panel in Salesforce lightning?

How do I display the highlight panel in Salesforce lightning?

Customizing the Lightning Highlights Panel

1. Click on the Gear icon and choose Set Up. Then click on the Object Manager.
2. Navigate and select the object you want to edit the highlights panel on.
3. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

How do I change the highlights panel in Salesforce?

How do I change the highlight panel in Salesforce lightning?

1. Click on the Gear icon and choose Set Up. Then click on the Object Manager.
2. Navigate and select the object you want to edit the highlights panel on.
3. 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 button to the highlight panel in Salesforce?

Follow below steps to place more action buttons in highlight panel.

1. Step: 1 Click on gear icon at top right. Click on Edit Page.
2. Step: 2 Click on Highlight panel section and in right side we see a number field (highlighted in below image).
3. Step: 3 Click on Save.
4. Note:

How do I add a compact layout to a lightning page?

Create a Compact Layout

1. First, find and open the compact layouts node in Setup for Energy Audit.
2. You can see that the System Default compact layout is assigned as the primary compact layout right now.
3. Click New.
4. Give the compact layout a label: Energy Audit Compact Layout .

How do I highlight fields in Salesforce?

Create an Update Records Action on the object you want to highlight key fields on. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions > New Action. Description: It’s always good to give a description to help those who come after you. You’ll now be on the screen for your new action.

What is mini page layout in Salesforce?

Mini Page Layout is a layout defined from the existing “Page layout”. It is a subset of units existing in page layout. It is defined to show hover details when you mouse over a field on an object’s detail page or in the Recent Item section of the sidebar.

How do I restore compact layout in Salesforce?

How to retrieve compact layout using package. xml in vs code salesforce

1. Problem: Assume ‘Custom_Compact_Layout’ compact layout is created on Lead object as shown in the image below.Now we need to retrieve that compact layout in vs code tool using package.xml.
2. Solution: Use name as CompactLayout and member as ‘ObjectName.

How do I assign a compact layout to my profile?

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.

Where can I find compact layout in Salesforce?

Create a Compact Layout From the Object Manager, enter Contact in the Quick Find box, then select Contact . From the Contact object management settings, go to Compact Layouts and click New . In the Field Label field, enter Mobile Contact Layout .

What is field set in Salesforce?

A field set is a grouping of fields for an object. Creating field sets in Salesforce is an easy way to dynamically query fields and dynamically binding the fields to display field sets on your Visualforce pages which can save you a big chunk of time.

How does the highlights panel work in Salesforce?

In this case, the highlights panel reflects the fields on the opportunity compact layout, and the expanded lookup card reflects the fields from the account compact layout. Compact layouts also control how records display in the Salesforce mobile app.

How to customize the Lightning highlights panel?

Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable). Click the Edit button. Add/Remove fields from the Selected Fields list using the arrows. Click the Save button when finished. Return to the page and verify the changes are correct.

Why do we need compact layouts in Salesforce?

Compact layouts also control how records display in the Salesforce mobile app. 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.