Compact layouts

Compact layouts display a record's key fields in the Salesforce Lightning Experience. If your org was created after April 2022 with some frequently used record pages configured as Lightning record pages, you can see a compact layout as the highlight panel header section of team member and employment record pages.

Compact layouts are object specific. You can include a maximum of 10 fields, but the number of fields displayed depends on the size of the screen of the device the page is viewed on, which could be fewer.

To create a compact layout: 

  1. Go to Setup > Object Manager, and select the object where you want to add the compact layout.

  2. From the sidebar, select Compact Layouts.

  3. On the Compact Layouts page, select New.

  4. Enter a label for the compact layout. The Name field is automatically completed based on the label you enter.

  5. Select the fields you want to include from the Available Fields panel and select Add to move them to the Selected Fields panel.

  6. When you have added and ordered the fields, select Save.

To use the new compact layout, you need to assign it: 

  1. On the Compact Layouts page, select Compact Layout Assignment.

  2. On the Compact Layout Assignment page, select Edit Assignment.

    You can assign a compact layout as primary, and then override it for specific record types, or use the primary compact layout wherever compact layout is displayed for this object.

  3. To change the primary layout, select the Primary Compact Layout picklist and choose the compact layout you want to assign as primary.

  4. To assign compact layouts for record types, select the record type row in the table, and then select the Compact Layout to Use picklist, and choose the layout to use, or choose Inherit from Primary.

  5. After you have made your selections, select Save.

To edit a compact layout: 

  1. Go to Setup > Object Manager, and select the object where you want to edit the compact layout.

  2. From the sidebar, select Compact Layouts.

  3. On the Compact Layouts page, select Edit for the compact layout you want to edit.

  4. Make your changes.

  5. When you have completed your changes, select Save.

For more information, see Salesforce help content on compact layouts.