Lesson: 17 | Compact Layouts

Notes
Video

Notes

In Salesforce, a compact layout is a streamlined view of key record details that is displayed in list views, search results, and related lists. Compact layouts provide a quick and easy way for users to view important information about a record without having to open the full record detail page.

Compact layouts typically display a subset of fields from the full page layout and are designed to show only the most important information. They can be customized to include the fields that are most relevant to your organization or to a specific user group.

Compact layouts are particularly useful in situations where users need to quickly scan a large number of records and make decisions based on limited information. For example, in a list view of leads, a compact layout might include fields such as lead name, phone number, and email address, allowing a user to quickly identify leads that are worth following up on.

To customize a compact layout in Salesforce, you can use the Page Layout editor and select the Compact Layout option from the dropdown menu. From there, you can select which fields to display and in what order, as well as customize the appearance of the compact layout.

Overall, compact layouts are a useful tool for improving productivity and efficiency in Salesforce, allowing users to quickly access key record details and make informed decisions based on limited information.

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Lesson: 17 | Compact Layouts

Notes

Administrator Course