Try It Out: Customize the Candidate Record Highlights

To finish up with this object, let’s help out our mobile users by adding a few fields to the record highlights. Right now, the only field that appears there is the candidate number, which isn’t very helpful. We want the highlights to give our mobile user the information they need about this candidate at a glance. Some useful data points might be the candidate’s location or level of expertise.

1. From Setup, enter Objects in the Quick Find box, then select Objects.
2. Click Candidate.
3. In the Compact Layouts related list, click New.
4. Give the compact layout a name, and move fields to Available Fields so that they appear in the following order.
   • Last Name
   • City
   • Education
   • Years of Experience
5. Click Save.

Remember to quickly assign our new compact layout as the primary compact layout for candidates.

6. Click Compact Layout Assignment.
7. Click Edit Assignment.
8. From the drop-down list, select the compact layout you just created.
9. Click Save.