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Assign Compact Layouts to Record Types

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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

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.

  1. From the management settings for the object that you want to edit, go to Compact Layouts.
    Tip
    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

 
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