---
schema_version: "1"
id: 31f01cbe39f79f701f25f0d8fba5515873b0468a60bf98e002e7fe5aabe049c0
title: Assign Compact Layouts to Record Types
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/compact_layout_assign.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.compact_layout_assign.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1a14da32e5f0001712180aeae1bbc1351b4416434cf625360d213e18d31ad937
description: 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.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Assign Compact Layouts to Record Types

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Compact layouts are available in: <strong>All</strong> editions except <strong>Database.com</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Record types are available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23265e64">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23265e64 ">To customize compact layouts:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23265e64 ">Customize Application</td>
          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23265e64 ">To view compact layouts:</td>
            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23265e64 ">View Setup and Configuration</td>
          </tr>
        </tbody>
      </table>

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.

1. From the management settings for the object that you want to edit, go to Compact Layouts.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_tip.png)
    
    Tip For Salesforce Knowledge articles, from Setup, enter Knowledge Article Types in the Quick Find box, then select **Knowledge Article Types**, click the name of an article type, then scroll down to the Compact Layouts related list.
2. Click **Compact Layout Assignment**.
3. Select a compact layout to use as the primary compact layout for this object.
4. 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.
5. Select a compact layout from the Compact Layout To Use dropdown list to assign it to the selected cells.
6. Click **Save**.

#### See Also

- [Create Compact Layouts](https://help.salesforce.com/s/articleView?id=platform.compact_layout_create.htm&release=264.0.0&type=5 "Use compact layouts to customize the fields that display for object records when viewed in the Salesforce mobile app and Lightning Experience.")
- [Compact Layout Limitations and Considerations](https://help.salesforce.com/s/articleView?id=platform.compact_layout_notes.htm&release=264.0.0&type=5 "Keep these limitations and considerations in mind when using compact layouts.")
- [Compact Layouts](https://help.salesforce.com/s/articleView?id=platform.compact_layout_overview.htm&release=264.0.0&type=5 "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.")
- [Find Object Management Settings](https://help.salesforce.com/s/articleView?id=platform.extend_click_find_objectmgmt_parent.htm&release=264.0.0&type=5 "Salesforce lets you personalize your object model with features like custom fields, page layouts, and validation rules. Depending on which experience of Salesforce you have enabled, these customizations are located in different areas of Setup.")