To edit a highlights panel, hover over the panel on any page layout and click or double-click the panel. To add or change fields, click the appropriate column and select fields from the Top Field and Bottom Field lists. If the fields you want to add aren't listed, you must first add them to the detail page layout.
Full Answer
What is highlights panel in Salesforce Lightning?
Salesforce Lightning has a new Highlights Panel that can show important information easily at the top of the page. You can edit each page highlights panel to include up to six fields. These fields will be data that will help the user ‘know’ the contact or easily access their contact information.
How do I highlight key fields on an object in Salesforce?
Create an Update Records Action on the object you want to highlight key fields on. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions > New Action. Description: It’s always good to give a description to help those who come after you. You’ll now be on the screen for your new action. Click “Edit Layout.”
How do I edit the highlights Panel on an object?
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. For this example we will be using the Account object.
How do I add new fields to a lightning record page?
You can give a Header Label to it if you’d like, which will serve as a title for your field section. Most important is that in the Update Action selector, you’re going to choose the action you just created. Save and activate your Lightning Record Page and voila! Your new fields display in their own section!
How do I change the highlights panel in Salesforce?
Customize the Highlights Panel in Case FeedFrom the object management settings for cases, go to Page Layouts.In Page Layouts for Case Feed users, click. ... Hover your mouse pointer over the Highlights Panel until the. ... On the Highlights Panel Properties page, click a box to edit the fields in it.More items...
How do I configure the highlight panel in Salesforce lightning?
Customizing the Lightning Highlights PanelClick 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).
What is the highlights panel in Salesforce lightning?
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.
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 add a custom button to the highlight panel in Salesforce?
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.
What is the use of highlights panel in page layout in Salesforce?
In Salesforce Classic, 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.
How do you add a button in highlights panel?
Follow below steps to place more action buttons in highlight panel.Step: 1 Click on gear icon at top right. Click on Edit Page.Step: 2 Click on Highlight panel section and in right side we see a number field (highlighted in below image). ... Step: 3 Click on Save. ... Note:
How do I change compact layout in Salesforce?
Create Compact LayoutsFrom 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.More items...
What is compact layout in lightning?
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.
How do I remove edit button from highlight panel in Salesforce?
Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button. Click Save.
How do I get rid of the new note button from page layout in Salesforce?
If you are trying to remove it to limit the access to the Notes section, you could modify the object and turn off the notes availability. This would remove the button but also the entire section.
How do I edit a quick action in Salesforce?
Select the page layout that you want to add the action to, and then click Edit. Add quick actions to the case page layout. Click Mobile & Lightning Actions. Drag the action into the Salesforce Mobile and Lightning Experience Actions section, and then place the action where you want it to appear.
What Do Compact Layouts Do?
Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.
Example
Here’s a sample compact layout edit page for the Account object. It shows the name of the layout and a list of fields to display.
Create a Compact Layout
When you create a custom object, it’s automatically assigned to a system default compact layout, which has only one field on it: the object name. Maria wants to call attention to the most important fields on the object when her users view the audit records.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
Key business problem
I want my users to quickly see key information on a record without having to scroll down or click through endless screens of fields.
How I solved it
I created an Action on the Object that shows critical information that I want my users to pay close attention to and added it to the Lightning Record Page. Let’s see how this looks for my “Harry Potter” student contact where I’d like to highlight school performance:
How did I build it?
1. Create an Update Records Action on the object you want to highlight key fields on.
Business results
Now my users can see their important information at a glance with a minimum of scrolling, and in separate tabs if required.
Do try this at home
This example was real and it’s very simple. But the principle behind it could be applied in all sorts of ways. Let your imagination run wild! Here are a couple of examples to get your creative juices flowing: