How to Create Compact Layout in Salesforce

In the Salesforce tutorial, I will explain how to create a compact layout in Salesforce lightning and Salesforce Classic. 

A compact layout is used to show a record’s key fields at a glance like an email, Date of birth and marital status, etc in the salesforce. It can also use to manage which of the fields appear in the header.

To create a compact layout in salesforce, I found a solution that helped us. So in this tutorial, we will understand how to create a compact layout in Salesforce.

• What is a compact layout in Salesforce?
• What is the use of a compact layout in Salesforce?
• How to create a compact layout in Salesforce
• How to create a compact layout in Salesforce lightning
• How to create a compact layout in Salesforce Classic

What is a compact layout in Salesforce?

In Salesforce, the compact layout is a technique to arrange the fields and information on the record detail page. It permits the administrator to select the fields of the subset to display relatively displaying all the fields available on the records.

This can help us in boosting the utility of the page, especially when the user is working in the areas where the limited screen is available or we can say that on the smaller screen, it boosts the utility.

It can be allotted to different profiles and is highly personalizable and it has also the ability to customize the record detail page which helps in reaching the needs of different users.

So, with this, we have learned about What is compact layout in Salesforce. Further, we will discuss what is the use of a compact layout in Salesforce.

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What is the use of a compact layout in Salesforce?

Here we will learn what is the use of a compact layout in Salesforce. The compact layout is used for appearing the field in the header we can allocate up to ten fields which include the name field, and the email address which is relatively displaying all the fields available on the records.

Anyway, we are suggested using a compact layout for putting the information fields into the record header that can help the mobile user for getting the information they want to get quickly.

In this way, we have learned about what is the use of a compact layout in Salesforce.

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How to create a compact layout in Salesforce

Here we will discuss the tips for creating or building compact layout in Salesforce.

• The compact layout is designed in that way only the most critical information is displayed and it is very easy to navigate.
• It is better for speed and efficiency and focuses on the most important fields and information.
• It is designed with the end-users and takes into account that fulfills the user’s requirements and particular needs.
• The compact layout is used for putting the information fields into the record header which can help the mobile user for getting the information they want to get quickly.
• The compact layout is better for use on mobile devices and the user can easily approach the important information in one go.
• It decreases the clutter and gives clean aspects that help the users to focus on the most important information.
• It also keeps a compatible structure throughout the page that makes it easy for users for finding the information.
• Its goal is to be reachable to the user with different needs and has an intuitive navigation structure.

This is how we understand the tips on how to create compact layouts in salesforce.

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How to create a compact layout in Salesforce lightning

Here we are creating a compact layout in Salesforce lightning. If you want to learn how to define a compact layout in salesforce lightning follow these steps:

Step-1: First, login into the salesforce lightning account. Go to the gear icon under the gear icon there are two options setup and service setup. Click on the setup after that click on the object manager.

Step-2: After clicking on the object manager, the object manager page is open under the object manager lots of objects are present. Enter the USA Student object in the Quick Find Box the object is shown on the top click on it.

Step-3: After selecting the USA student object page is open. Click on the compact layout that presents under the details option in the left sidebar.

Step-4: After clicking on the compact layouts, the compact layouts page is open click on the new option that is present at the top of the right corner beside the compact layout assignment.

Step-5: After clicking on New, the new compact layout page is open. Fill in all the information that is present on the page.

Firstly fill in the label as USA Student First Compact Layout and then fill in the name after that select the compact layout fields that show the record’s key fields at a glance then click on the save button.

Step-6: After clicking on the save option you can see that the USA Student First compact layout is created.

Step-7: After creating the USA Student First Compact layout. Click on the compact layout assignment then select the primary compact layout for assigning. Here we are selecting the USA Student first Compact layout and then clicking on the save option.

This is how we have learned how to create a compact layout in Salesforce lightning.

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How to create a compact layout in Salesforce Classic

Here we are creating a compact layout in Salesforce classic. If you want to learn how to customize a compact layout in salesforce classic follow these steps:

Step-1: Login into the salesforce classic account, and click on the setup option that is present at the top of the page.

Step-2: After clicking on the setup scroll down to the bottom of the page there are build add under the build there is a create option click on the drop-down option. Under the create option there is an objects option click on it.

Step-3: After clicking on the objects option click on the expense object and scroll to the bottom of the expense object page there is compact layouts option. Click on the new option.

Step-4: After clicking on New, the new compact layout page is open. Fill all the information that is present on the page.

Firstly fill in the label as Expense Compact Layout and then fill in the name after that select the compact layout fields that show the record’s key fields at a glance then click on the save button.

Step-5: After clicking on the save option you can see that the Expense compact layout is created. After creating the compact layout we can edit, clone, delete, and compact layout assignment.

So, with this, we understand how to create a compact layout in the salesforce classic.

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Conclusion

In this tutorial, we have learned about a compact layout in salesforce. We have also discussed the use of a compact layout in salesforce. In addition, we have covered how to create a compact layout for salesforce lightning as well as salesforce classic.

• What is a compact layout in Salesforce?
• What is the use of a compact layout in Salesforce?
• How to create a compact layout in Salesforce
• How to create a compact layout in Salesforce lightning
• How to create a compact layout in Salesforce Classic