Tuesday, June 30, 2015

Salesforce: Compact Layout

Compact layouts are used to display a record’s key fields at a glance in Salesforce1 app. Using compact layouts, we can indicate which fields should appear in a record’s highlights area. These layouts were designed with touchscreen mobile devices in mind, where space is limited and users need to find important information quickly.

We can include up to ten fields, but only four of those will appear in the record highlights on a mobile device. The 1st field will be show as title at the top of the page in a larger font than the rest of the page, the 2nd-4th fields will be show under the first field separate with dot.

Sample of Compact Layout setup for a custom object called Kota

This is how it looks like in Salesforce1 app.

Instead of the record name, since we put Type 1 as first field, so Type 1 will be the title.

Few notes for Compact Layout:
  • Each record type can have only one compact layout assigned to it. However, a compact layout can be associated with multiple record types, no assignment by Profile in the Compact layout.
  • Users who don’t have access to certain fields in Salesforce won’t see them on the compact layout.
  • A compact layout must contain at least one field.
  • A compact layout can only contain fields from its object. This can include a formula field that is a cross-object reference to another object.
  • Removing a field from a page layout doesn’t remove it from the object’s compact layout. The two layout types are independent.
  • In the full Salesforce site, compact layouts determine which fields appear in the Chatter feed item that appears after a user creates a record with a publisher action, this will not happen when user create the record from Salesforce website, or even from Salesforce1 app with New button. This also doesn't related to Feed Tracking.