How do I change the highlight panel in Salesforce lightning

Click on the Gear icon and choose Set Up. Then click on the Object Manager.Navigate and select the object you want to edit the highlights panel on. … Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).

How do I customize the highlights panel in Salesforce?

From the object management settings for cases, go to Page Layouts.
In Page Layouts for Case Feed users, click. …
Hover your mouse pointer over the Highlights Panel until the. …
On the Highlights Panel Properties page, click a box to edit the fields in it.

How do I change the layout of Salesforce lightning?

Log into Salesforce and click Setup in the top right-hand corner of the page.
In the left menu, under App Setup, click Customize.
Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. …
Click Edit beside a page layout.

Where is highlights panel in Salesforce?

The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance.

How do you remove buttons from highlight panel lightning?

Go to page layout of said object. Remove from Mobile and Lightning actions all actions. Once removed you should not see any buttons in said highlight panel.

How do I edit a compact layout in Salesforce?

Click Compact Layout Assignment.
Click Edit Assignment.
In the Primary Compact Layout dropdown list, select Mobile Contact Layout.
Click Save . Tip If an object has more than one record type, you’ll see a Record Type Overrides section when you select the primary layout.

How do I remove fields from a page layout in Salesforce lightning?

“Removing” Fields (from the Page Layout) Then select the layout you’d like to edit (the one where you want to hide the field). All you have to do now is find the field you’d like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release.

What is utility bar in Salesforce lightning?

The utility bar is a specialized type of Lightning page that gives your users quick access to common productivity tools, like Notes and Recent Items. It appears as a fixed footer that users can access to open utilities in docked panels. Some utilities support pop-out, which lets them open in a new browser window.

How do I remove a button from highlights panel in Salesforce?

Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button.

How do I change case details in Salesforce?

From Setup, click the Object Manager tab. Select Case, and open the Case Page Layouts setup page.
Select the page layout in which you want to move fields, and click Edit.
Similar to Salesforce Classic, drag Case Reason under Priority.
Click Save.

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How do I edit a lightning page in Salesforce?

From the Setup menu on a record page, select Edit Page. When you select Edit Page for the first time, Salesforce makes a copy of the standard page. This copy is what you edit in the Lightning App Builder. If a customized page exists and is active, selecting Edit Page opens that page to edit.

How do I create a lightning page layout in Salesforce?

From Setup, enter App Builder in the Quick Find box, then select Lightning App Builder.
Click New.
Select Record Page and start stepping through the wizard.
Name your page New Opportunity Page , and select Opportunity. …
Choose the Header, Subheader, Right Sidebar template, and click Finish.

How do I edit a lightning page?

Display a desired record page for editing.
Click the Gear icon and select Edit Page. …
From the left navigation pane, scroll down the Lightning Components to select a component.
Click and drag the component into the right pane.

How do I edit an action button in Salesforce?

Go to the Home Page and click the SETUP GEAR ICON >>
Click PLATFORM TOOLS – – OBJECTS AND FIELDS >>
Click OBJECT MANAGER >>
Select and click on CONTACT >>
Click PAGE LAYOUTS >>
Click and Open the Page Layout that you want to edit.

How do I enable dynamic actions in Salesforce?

Step-1: Open any of the Object record page and go to Edit Mode.
Step-2: Click the Highlight panel and check Enable Dynamic Actions (Beta, desktop only). …
Step-3: Click Add filter if we need to add filter based on the Record or Device or User or Permission.

How do I remove the Page Layout button in Salesforce?

To hide any standard button, deselect the checkbox next to the button name.
To add or remove a custom button, select the button in the Available Buttons list, and click Add or Remove.

How do I remove standard fields from page layout?

Navigate to the fields page for your object.
Click the field label.
To add custom help text, click Edit.

How do I remove a field from a page layout in Salesforce?

Go to Page Layout >> Click Fields >> Uncheck Required Check Box.

How do I remove name field from page layout?

Click on View for Lead. It will open the Lead Field-Level Security for that profile. Click on Edit; deselect the visible checkbox for the Email field and save. The Email field will now no longer be visible in the page layout for all the users belonging to that user profile.

How do I edit compact layout?

From the management settings for the object that you want to edit, go to Compact Layouts.
Create a new compact layout and give it a label.
Add up to 10 fields. …
Sort the fields by selecting them and clicking Up or Down. …
Save the layout.

What is compact layout in Salesforce lightning?

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.

What is the difference between compact layout and page layout?

Use page layouts to customize the content of record pages for your users. … The mini page layout defines the hover details that display when you mouse over a field on an object’s detail page in the Agent console or in the Recent Items section of the sidebar in Salesforce Classic.

Can I remove the Follow button in Salesforce?

As others have hinted at, you cannot remove the Follow button from the page layout. If Feed Tracking is ON for the object, users can Follow the record. The only way to remove the button is to turn off Feed Tracking for that object under Setup > Feed Tracking.

How do I remove a compact layout button in Salesforce?

To hide any standard button, deselect the checkbox next to the button name.
To add or remove a custom button, select the button in the Available Buttons list, and click Add or Remove.

How do I hide a button in Salesforce lightning?

In the Salesforce Mobile and Lightning Experience Actions section, modify the buttons as necessary. To hide buttons, drag them to the palette. To add buttons, drag them from the palette to the Salesforce Mobile and Lightning Experience Actions section. Click Save.

How do you make lightning component available for utility bar?

To make your component usable as a utility item in the utility bar, set isExposed to true, and define a lightning__UtilityBar target. To expose editable properties in the App Manager, define the properties in targetConfigs . See the complete list of XML Configuration File Elements.

What are utility items in Salesforce?

A utility is broadly defined as a single-column Lightning page. Salesforce provides you with several ready-to-use utilities, such as Recent Items, History, and Notes. You can also make your own, and customize the utility bar in Setup. From Setup, enter App Manager in the Quick Find box, then select App Manager.

How do I add LWC to my utility bar?

Once the component is available for Utility Bar, we need to add Lightning Web Components (LWC) in Utility Bar. Go to App Manager from the Quick Find box. Edit the App, Click on Utility Items in the sidebar. Click on Add Utility Item and select our component.

How do I change the console layout in Salesforce?

From Setup, enter Console Layouts in the Quick Find box, then select Console Layouts. Click New and optionally choose an existing layout to clone. Enter a name for the new layout. Click Save.

What is case page layout in Salesforce?

When support agents work with cases in Case Feed, they use the case page layout. To specify the fields, tools, and functionality that support agents see when working with open cases, customize the feed view, detail view, highlights panel in the case page. … You also can customize the close case page layout.

What is the difference between a page layout and a lightning page?

Lightning page layouts are specific to Lightning Experience, while standard page layouts are more “classic” oriented, however, will display in LEX. … The highlights panel contains key record fields, and is the only part of a record page that you can’t customize using the page layout editor.