How do I set hover in Salesforce?
Do this by going to Setup, then typing User Interface in the Quick Find Box. Then, select User Interface. You’ll be taken to a list of features. Check or uncheck the Enable Hover Details option, then click Save.
How do I change the hover layout in Salesforce?
To customize the title and fields displayed in the case hover, edit the case’s compact layout.
- From Setup, at the top of the page, select Object Manager.
- Select Case and then click Compact Layouts.
- Add the fields that you want displayed in the hover.
- Sort the fields by selecting them and clicking Up or Down.
How do I get the mini page layout in Salesforce?
From the object management settings for the object whose page layout you want to edit, go to Page Layouts. Next to a page layout name, click Edit. In the page layout header, click Mini Page Layout. Select which fields and related lists will be displayed for this type of record in the mini view.
How do I use compact layout in Salesforce?
Create Compact Layouts
- 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.
Where do you change the hover detail?
Select ‘edit’ for the page layout you wish to change the hover details for. At the top right of the page, in the blue bar just above the available fields, you will find the link labeled Mini Page Layout. Click the Mini Page Layout link to load a new page with two columns.
What is the difference between page layout and compact layout in Salesforce?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. Mini Pagelayout : A mini page layout contains a subset of the items in an existing page layout.
Where a hover layout is edited?
How many fields are visible in compact layout?
10 fields
Compact layouts specify the group of fields that are visible on the highlights panel of Salesforce1 for a quick glance on key field values of that record. It can have a maximum of 10 fields.
Where are compact layouts used?
Compact Layouts
- 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.
- In Lightning Experience, up to the first seven fields in a compact layout appear in the highlights panel of an object record.
How many fields can be on a compact layout Salesforce?
ten fields
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.
What are hover details in Salesforce?
When you mouse over some details in your Salesforce platform, you’ll see a callout box with contains vital information about that particular field. This information is called hover details. You need not click on your field links to open the hover details box.
What are layouts in Salesforce?
Layouts in Salesforce – All You Need To Know. In this article, you are going to learn about what are layouts in salesforce and their importance in an organization. In general, whatever you see when you log in to Salesforce is known as “Layout”. The layout is an arrangement of different parts or components to have a simple and clear view.
How do I open the hover details box?
You need not click on your field links to open the hover details box. Simply let your mouse pointer linger above the link, and you’ll instantly see the hover details box. Here’s an example to give you a clearer picture of how hover details work.
What do you see when you log into Salesforce?
In general, whatever you see when you log in to Salesforce is known as “Layout”. The layout is an arrangement of different parts or components to have a simple and clear view.