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 Highlights Panel
What is Salesforce highlights panel?
The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance. To configure a highlights panel, edit any page layout.
Where is the highlights panel in Salesforce?
The highlights panel appears at the top of the feed detail views and shows the most important information about a case. Edit the highlights panel to include the fields that are most important for your support agents.
How do I enable highlights panel in Salesforce?
To display highlights panels in a console, you must turn them on.
Edit any page layout and click Layout Properties.Check Highlights Panel , and click OK.Click Save.
How do I configure the highlight panel in Salesforce lightning?
Customizing the Lightning 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 many fields are in a highlights panel in Salesforce?
In a non feed based layout, there are 4 components available for the highlights panel and any field type can be selected. However in a feed based layout only 3 components are available.
What is utility bar in Salesforce lightning?
The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.
What is compact layout in Salesforce?
A compact layout displays a record’s key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.
What is page layout in Salesforce?
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.
How do I add a compact layout in Salesforce?
Create Compact Layouts
From the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. Sort the fields by selecting them and clicking Up or Down. Save the layout.
How do I add a list view in Salesforce?
Create a Custom List View in Salesforce Classic
Click Create New View at the top of any list page or in the Views section of any tab home page. Enter the view name. Enter a unique view name. Specify your filter criteria. Select the fields you want to display on the list view. Click Save.
What is field sets in Salesforce?
A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user’s first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.
How many fields are visible in compact layout?
Up to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app.
What is actions and recommendations in Salesforce?
Instead of only having access to fields on this object, it has users go through Quick Actions and Flows, giving you access to whatever a screen flow can access. As you complete the action, it keeps track by checking off your progress as you go. Lists of actions that can be taken right there, in Salesforce.
How do I change branding in Salesforce?
From Setup, enter Themes and Branding in the Quick Find box, then select Themes and Branding. View, preview, and activate an existing theme, or click New Theme to create your own.
How do you remove buttons from highlight panel lightning?
What you do is following. Go to page layout of said object. Remove from Mobile and Lightning actions all actions. Once removed you should not see any buttons in said highlight panel.
How do I create a custom link and button in Salesforce?
Create a Custom Detail Page Button
From Setup, click Object Manager, then click Account.Click Buttons, Links, and Actions, then click New Button or Link.Name the button Map Location .Select Detail Page Button.Click Save, then click OK. Click Page Layouts, then click Account Layout.
When you modify page layouts you can?
When you modify page layouts, you can: Change whether a field is required. Change the order of the fields on the page. Assign custom page layouts to different user profiles.
