Compact Layouts

Here are a few more more tidbits about how compact layouts work.
Compact layouts support all field types except:
  • text area
  • long text area
  • rich text area
  • multi-select picklist

Users who don’t have access to certain fields in Salesforce won’t see them on the compact layout.

Removing a field from a page layout doesn’t remove it from the object’s compact layout. The two layout types are independent.

Compact Layouts and Record Types

If you have record types associated with an object, you can override the object’s primary compact layout and assign different compact layouts to some or all of the record types. Each record type can have only one compact layout assigned to it. If you don’t set any record type overrides, all record types use the object’s primary compact layout by default.

To find out more about compact layouts and record types, see “Assign Compact Layouts to Record Types” in the Salesforce Help.