These are the fields that will appear at the very top of my Guest record page, so I pick the fields that are the most important to me and save it. Step 3: I give my new compact layout a label, name, and then select which fields I want to display. Step 2: In my Guest object, I scroll down to find compact layouts. Step 1: From Setup, I go into the object manager and select Guest I’m going to create a compact layout for my Guest object in my Wedding app so that I can see the most important info at the top of each Guest record page. Now, let’s go through how to set up compact layouts in Lightning so you can do this yourself.

How To Set Up Compact Layouts in Lightning

With Lighting your users don’t have to search the page for relevant information- they get it at the top of the page, so they can consume it and continue on with their day. The point I’m making is that you get information fast. That’s like a pitcher of lemonade under a shade tree on a warm summer day with all of your friends and a sprinkler with two dogs playing in the background! Now, let’s check out that same record in Lightning with a custom compact layout. Like a glass of lemonade under a shade tree on a warm summer day. Like a glass of lemonade on a warm summer day.Ĭheck out the page view of the same record in Lightning. And sweet fancy moses do they make the page come alive!įirst, let’s look at the org we use to manage podcasts. However, in Lightning, the compact layouts don’t require a console view. But that required creating console views for every user- and not every user like the console. And since Compact Layouts tied directly to Salesforce1- which a small part of my user base was using- I focused on wins that drove adoption to the broader set of users.Īt some point, I remember seeing the highlights panel in Service Cloud, where you could add info to three panes and thought that was the bee’s knees. Mostly because I was trying to keep the mountain of user requests manageable and those felt like the ultra detail and finer points I didn’t have a chance to get to. I’ll be honest, mini page layouts and compact layouts were lumped into a category of “Things I’ll get to… eventually” in Salesforce. The next topic in our Learn Lightning series is how you can use compact layouts in Lightning to bubble the most important information to the top of the page in Salesforce.

One of the most exciting things about Lightning is that it helps your users find the information they need easier, with fewer clicks and a better UI.

Lightning app builder layout sizes