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Showing posts from May, 2019

Layouts, layouts, layouts

We've all customized our Salesforce orgs, adding custom fields and placing them on the page layouts, grouping related fields and trying to make the most important fields the most obvious on the page. But it's easy to focus on the body of the page (the 'details' tab in Lightning Experience) and overlook some other layouts that can help you and your users see what matters most. Here, I'll discuss Search Layouts, Compact Layouts, and Related List customizations on the Page Layout. The screenshots here are from a Trailhead org with minimal customizations and not a lot of data. Hopefully you can still appreciate the potential benefits from making these layout customizations in your org. Search Layouts When you perform a search, the result is a list of matching records, whether those are all of a single object type, or a selection of the best matches from different objects. But what fields are shown in the search results? That's governed by each object's