Use Compact Layouts to Display Key Fields

Pardot can be a powerful tool for your business, but it takes some know-how to use it effectively. These five tips will help you get the most out of your investment. Salesforce provides a compact layout that 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. (On smaller screens, the highlights panel displays fewer fields.) When a user hovers over a lookup relationship field on the object record page, a highlights panel for that field also displays the first seven fields from the compact layout. Highlights panels display the first field from the compact layout at the top in an accented font.

Like 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.

Note:

Each record type can have only one compact layout assigned to it.
Compact layouts support all field types except:
- text area
- long text area
- rich text area
- multi-select picklist