About Compact Layouts

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

A compact layout displays a record’s key fields at a glance in both the Salesforce app and Lightning Experience.

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

If a user doesn’t have access to one of the fields that you assign 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 the Salesforce app, 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 the Salesforce app, 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.