What is the highlights panel in Salesforce lightning?

What is the highlights panel in Salesforce lightning?

#4 – See More with Highlights Panel The highlights panel contains key fields from a record your users don’t want to scroll and search for. If you’re using Salesforce Classic you would already be familiar with a record’s compact layout. The highlights panel is a turbocharged compact layout for Lightning Experience.

Where is the highlights panel in Salesforce?

The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console.

How do I change the layout of Salesforce lightning?

On the left menu, click Objects and Fields and select Object Manager….

1. Log into Salesforce and click Setup in the top right-hand corner of the page.
2. In the left menu, under App Setup, click Customize.
3. Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts.
4. Click Edit beside a page layout.

How do I highlight a field in Salesforce lightning?

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.

How do I customize 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).

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 customize the highlights panel in Salesforce?

How do I add a custom button to the highlight panel in Salesforce?

Create a Custom Detail Page Button

1. From Setup, click Object Manager, then click Account.
2. Click Buttons, Links, and Actions, then click New Button or Link.
3. Name the button Map Location .
4. Select Detail Page Button.
5. Click Save, then click OK.
6. Click Page Layouts, then click Account Layout.

What is difference between page layout and lightning record?

Lightning page layouts are specific to Lightning Experience, while standard page layouts are more “classic” oriented, however, will display in LEX. The highlights panel contains key record fields, and is the only part of a record page that you can’t customize using the page layout editor.

How do I customize page layout in Salesforce?

A Page layout in SFDC can be modified by rearranging fields, adding custom buttons and related list to the page layout. As shown below we are going to arrange field in two columns. To change the position of the field in page layout simply drag and drop the field. And finally click on Save button.

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.

Is there way to refresh highlights panel in Salesforce developer?

If we change any data (like phone number ) and save it, the new info is not refreshed in the highlights panel. However if we use the standard edit page or inline edit the highlights panel is automatically refreshed to show the update info. Is there a way to just refresh the hightlights panel?

How to edit Lightning sales in Salesforce.com?

Go to the Home Page and click the SETUP GEAR ICON >> Under PLATFORM TOOLS >> APPS will appear Click on APPS and APP MANAGER will appear Click APP MANAGER >> Within the APP MANGER screen find SALES – Lightning Sales in the List On the far right side of the Lightning Sales row is a down button. Click on it and reveal the EDIT option >> Click EDIT >>

Where is the down button in Salesforce Lightning match?

On the far right side of the Lightning Sales row is a down button. Click on it and reveal the EDIT option >> Click EDIT >> Under APP SETTING click SELECT ITEMS