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The Marks Group specializes in helping small businesses do things quicker, better and wiser with CRM. Focus Voice Call for Salesforce Service Cloud Voice Outbound Calls, Populate Customer entered values from Amazon Connect in Salesforce Voice Call Object. Grade records collected every five weeks, roll-up onto the report card to give GPA and overall attendance. Is there a way to only get the record id in highlights panel. How do I restore compact layout in Salesforce? If you continue to use this site we will assume that you are happy with it. Here's how those actions appear on a contact record page in Lightning Experience. It would be useful to allow these assignments into the Change Set. As an Admin -> Click the Object tab for which you need to customize the Highlights Panel (e.g. Then make a new custom input property called Items with the data type Table. Customize Record Highlights with Compact Layouts Unit | Salesforce By clicking Post Your Answer, you agree to our terms of service, privacy policy and cookie policy. Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable). Solution: Use name as CompactLayout and member as ObjectName. Now, lets add in the fields that we want for our Closed Case Layout, and lets set the fields required that we want to require them to use. After Lightning Experience is activated, click on the Gear icon on the upper right-hand corner of the page and click Setup Home. 3. Save and activate your Lightning Record Page. Learn more about Stack Overflow the company, and our products. Gillian Bruce But thanks to the related record trick Ive got a Details tab that shows the total summaries for semester 1, semester 2, and the full year: Heres another example. These fields will be data that will help the user know the contact or easily access their contact information. For example, the Quick Action might be visible but show an error message in stages other than New. Salesforce is a registered trademark of salesforce.com, Inc. Start here for a quick overview of the site, Detailed answers to any questions you might have, Discuss the workings and policies of this site. Return to the page and verify the changes are correct. We add the :hover pseudo-class to the "button-blue" and "button-green" classes, but disable this behavior for the "disabled" class with the pointer-events property. Benefits of Dynamic Actions. Were going to change that. To add columns, click Add Column. Steps to create/customize Navigation Menu. I have a sample code for it. Homes For Sale In Adair County, Ok, xml in vs code salesforce. Here we can customise Fields, Buttons, Custom links and other related list. Highlights panels display the first field from the compact layout at the top in an accented font. In the editor pane, select the newly-added button image to highlight it. Unlike the floating and targeted prompts, the docked prompt stays in place while the user navigates through the app. Careers. A mini page layout contains a subset of the items in an existing page layout.