Salesforce1 Mobile App Developer Guide

Introduction
About This Book
Setting Up Your Work Environment
Salesforce1 Administration
Configuring Salesforce1
Customizing the Salesforce1 Navigation Menu
Customizing How Your Data Shows Up in Salesforce1
How Page Layouts Work in Salesforce1
About Compact Layouts
Try It Out: Create a Compact Layout
Test the Compact Layout
Using Actions in Salesforce1
Guidelines and Best Practices for Administrators
Developing for Salesforce1
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About Compact Layouts

In the last section, we learned how page layouts affect the look and content of records in the Salesforce1 app. But page layouts aren’t the only thing used to help customize how your Salesforce data appears in a mobile environment.

Compact layouts are used in Salesforce1 to display a record’s key fields at a glance. Compact layouts are designed for viewing records on touchscreen mobile devices, where space is limited and quick recognition of records is important.

In the full Salesforce site, compact layouts determine which fields appear in the Chatter feed item that appears after a user creates a record with a quick action.

To avoid inadvertent sharing of information through the feed, the fields displayed in the Chatter feed items for tasks created using a quick action are determined by the Task page layout.

Note

In Salesforce1, the first four fields that you assign to a compact layout are displayed in:
  • An object’s record highlights area
  • Expanded lookup cards on a record’s related information page
If a mobile user doesn’t have access to one of the first four fields that you’ve assigned to a compact layout, the next field on the layout is used.

The first four fields you assign to your compact layout populate the record highlights section at the top of each record view in Salesforce1, so we’ll put the fields we think our mobile technicians most want to see into the list.

Creating and customizing compact layouts for objects isn’t required for Salesforce1, because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into object record headers—and elsewhere—to help your mobile users get the information they need quickly. Let’s give it a try.