Lay Out Highlight Record For Free

Here's how: If you are using Lightning Pages, make sure the Highlights Panel Component is added to your page, or your users will not see it. Next, navigate to the Object Manager, select the Object and then Compact Layouts and New. Once you've named your Compact Layout, add the fields you want to view.

How to Customize the Highlights Panel In Deal Pipeline (or any object), go to Setup and select Edit Object. Select Compact Layouts from the left panel and choose the Compact Layout you want to edit. Click Edit. ... Select the fields you wish to display by moving them into the 'Selected Fields' column, then Save!

Each page's highlights panel can be modified to add up to six fields. These fields will contain information that will enable the user to quickly find or ?know? the details. You can create a formula field to combine multiple (for example, Height + Weight+ Age) to provide extra information to the panel.

A highlights panel for that field shows the top five fields from the compact layout when a user hovers over a lookup relationship field on the object record page. The top field from the compact configuration is highlighted in the highlights panels' first field. Compact layouts support all field types except: Text area.

Add the custom action to page layout Go to Page Layout related list. Select the edit option. Select Salesforce1 and Lightning Experience Actions from the panel. Drag and drop your custom button to the Salesforce1 and Lightning Experience Actions section. Click Save.

To Add/Remove fields form the Highlights Panel: 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 to customize Highlights Panel in Case Page Layout in Salesforce Lightning Open Salesforce Lightning! Click on gear icon. Click on "Setup" It opens in a new tab. Click on "Object Manager" Click on "Case" Click on "Case Page Layout" Select any "Case Page Layout Name" Hover on Hig?hlights? P?anel??