Select up to three fields to appear in the work queue so that your sales reps see the information at a glance.
Required Editions
| Available in: Lightning Experience |
| Available with Sales Engagement, which is included with Sales in Performance, Einstein 1, and Unlimited Editions, and available for an extra cost in Professional and Enterprise Editions. Sales Engagement is also available for an extra cost in Service and Lightning Platform. |
| User Permissions Needed | |
|---|---|
| To set up Sales Engagement: | Customize Application AND Modify All Data |
- From Setup, select Object Manager, and then click the name of the entity whose layout you want to edit.
- Click Compact Layouts, and click the name of the layout you want to customize.
- Click Edit.
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In the Selected Fields column, the first three fields represent the
data that displays in the work queue. Change the order of the fields so that the fields you
want to display are one of the first three fields listed.
Cadence isn’t supported as a field for the work queue. If it’s one of the first three fields, the fourth field appears in its place.
- Click Save.
You can customize different fields for each record type.