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Try It Out: Customize Record Highlights for Reviews

Now, let’s create a custom compact layout to give mobile users more context when looking at review records.

  1. From Setup, enter Objects in the Quick Find box, then select Objects.
  2. Click Review.
  3. In the Compact Layouts related list, use the New button to create a compact layout with the following fields. Enter a name in Label, and use the Up and Down buttons to match the order.
    • Review Name
    • Rating
    • Candidate
    • Created By
  4. Click Save.

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

  1. Click Compact Layout Assignment.
  2. Click Edit Assignment.
  3. From the drop-down list, select the compact layout you just created.
  4. Click Save.