Highlight panel salesforce
WebNov 11, 2024 · Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up. ... I need to display both the recipient's first and last name in the label portion of the highlights panel - right now, ... WebOct 11, 2024 · The steps in the text are: 1. Create a record type. 2. Assign the new record type to the profiles that should see a different highlight. 2. Create a different custom layout, with the fields for the different highlight. 3. Modify the compact layout assignment and assign the new one to the new record type.
Highlight panel salesforce
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WebMay 27, 2012 · 1. Edit the page layout on an Opportunity 'X' 2. Customize the Highlights panel and add a few fields like Name, Amount, Stage 3. Save the page layout and refresh the Opportunity 'X'. Am I missing something ? -Rohit May 21, 2012 · Like 0 · Follow Best Answer chosen by Admin Paqs This panel is only visible in the Console view. See this link: WebThe page-level action menu in the record’s highlights panel (1) contains: Productivity actions; Global and object-specific quick actions, except for those actions related to …
WebJan 19, 2024 · 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 … WebJul 22, 2024 · From Winter ‘21 release, you can add the same dynamic actions to the mobile layout by selecting “Enable dynamic actions from the Highlights Panel for the Salesforce mobile app (Beta)”. Source: Unleash New Flexibility with Dynamic Actions on Desktop (GA and Beta) and Mobile (Beta) You can also use a different set of dynamic actions on mobile.
WebNov 15, 2024 · 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 … WebDec 13, 2024 · It would be great if there was an option to FREEZE the "Highlights" component at the top of the screen when scrolling down. Make it possible to always see the name+highlights of the record you are viewing while scrolling through the details, related lists, chatter, etc.
WebOct 28, 2024 · I've created a new Action to display on the highlights panel. In the SFDC Classic page layout, I've added the action to the section "Salesforce1 and Lightning Experience Actions". However, it doesn't display on the highlight panels. I have a few other actions which I've created in the same way and they display just fine.
WebAug 20, 2024 · You can configure highlights panels for a console in the Salesforce software. Highlight panels are tables that are customizable. Tables consist of, at the most, four columns. Configuring the tables allow users easy views of key information. Configuring the panels only requires editing of a page’s layout. Needed Permission read english stories for learning englishWebOct 25, 2024 · 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 … how to stop onedrive sync to pcWebTo 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 … how to stop onedrive memoriesWebApr 20, 2024 · How about Salesforce Compact Layouts? You may not believe it, but the Highlights Panel is tied up to another Salesforce feature called the compact layout. The … read env variable pythonWebHow to customize Highlights Panel in Case Page Layout in Salesforce Lightning. Toggle navigation. Home English (United States) English (United States) ... How to customize Highlights Panel in Case Page Layout in Salesforce Lightning . Download PDF Download VIDEO Download GIF Download PPTX. 1) Open Salesforce Lightning! 2) Click on gear … read eorzea academy onlineWebFeb 1, 2024 · Update from Salesforce As an Admin -> Click the Object tab for which you need to customize the Highlights Panel (e.g. Contacts) Click a record (e.g. a specific … read environment variables powershellWebSep 21, 2024 · In this video, I review with you how you can utilize the compact layout feature as well as the highlights panel in the Salesforce app builder how to stop online gambling addiction