Lightning Experience Customization | Customize Record Highlights with Compact Layouts

Опубликовано: 28 Сентябрь 2024
на канале: ISTAMPERS TV
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Lightning Experience Customization | Customize Record Highlights with Compact Layouts

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Learning Objectives
After completing this unit, you’ll be able to:
Describe how compact layouts help your users.
Create a custom compact layout.
What Do Compact Layouts Do?
Compact layouts control which fields your users see in the highlights panel at the top of a record. 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.

Compact layouts help make your team more productive by presenting them with the key record information so they can easily manage their work. For example, show phone numbers and regions on an account. Or, show stages, amounts, and ownership fields on an opportunity. With compact layouts, you can highlight whatever your users need to see at a glance when they look at a record.

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