As with page layouts, there are separate compact layouts for each object. By default,
each object derives its record highlight fields, preview cards, and action-related feed items from
the predefined set of fields in the object’s read-only, system default compact layout. You can
create custom compact layouts on an object-by-object basis. After you create one or more custom
compact layouts, you set one as the primary compact layout for the object. The primary compact
layout is then used as the new default for that object.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Compact layouts are available in: All editions except
Database.com
|
| Record types are available in: Professional, Enterprise,
Performance, Unlimited, and Developer Editions
|
| User Permissions Needed |
| To customize compact layouts: |
Customize Application |
| To view compact layouts: |
View Setup and Configuration |
If you have record types associated with an object, you can override the object’s primary
compact layout and assign different compact layouts to some or all the record types. Each record
type can have only one compact layout assigned to it.
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From the management settings for the object that you want to edit, go to Compact
Layouts.
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Click Compact Layout Assignment.
-
Select a compact layout to use as the primary compact layout for this
object.
-
In the Record Type Overrides section, select one or more record types to which you
want to assign a compact layout.
If you don’t have record types set for the object,
you won’t see this section.
If you don’t
set any record type overrides, all record types use the object’s primary compact layout by
default.
Some record types in the list might be inactive. You can assign a compact
layout to an inactive record type.
-
Select a compact layout from the Compact Layout To Use dropdown list to assign it to the
selected cells.
-
Click Save.
