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Extend Salesforce with Clicks, Not Code
Create Compact Layouts

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Create Compact Layouts

Use compact layouts to customize the fields that display for object records when viewed in the Salesforce mobile app and Lightning Experience.

Required Editions

Available in: both Salesforce Classic and Lightning Experience
Available in: All editions except Database.com
User Permissions Needed
To customize compact layouts: Customize Application
To view compact layouts: View Setup and Configuration
  1. From the management settings for the object that you want to edit, go to Compact Layouts.
  2. Create a new compact layout and give it a label.
  3. Add up to 10 fields.
    Tip
    Tip Put the object’s Name field first to provide context for your users when they view a record.
  4. Sort the fields by selecting them and clicking Up or Down.
    The order you assign to the fields determines the order in which they display.
  5. Save the layout.
  6. To set the compact layout as the primary compact layout for the object, click Compact Layout Assignment.
Example
Example

Here’s a sample compact layout edit page for the Account object. It shows the name of the layout and a list of fields to display.

Sample Compact Layout

Here’s the related page for the same account object in Lightning Experience, displaying six of the eight fields assigned to the compact layout. You can see the account’s name, phone number, business hours, website, owner, and type at the top of the page.

Sample Layout

And here’s what that same account record looks like in the mobile app.

The newly created compact layout in the mobile app.

Note
Note Up to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app. The record highlights section in Lightning Experience uses the first seven fields on the compact layout. However, the number of fields that display can vary based on the width of your screen, which record page is being viewed, and the permissions of the user.

See Also

 
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