Test the Compact Layout

When you customize a compact layout and assign it as the default, as we just did, the changes are reflected in Salesforce immediately.

  1. Open Salesforce on your mobile device.
  2. Tap Salesforce App Nav to access the navigation menu.
  3. In the Recent section, tap Merchandise. You may have to tap More... to find it.
  4. Tap the iPhone 6 item.
iPhone5 Detail After

As you can see, the record highlights area has the fields from our newly-created custom compact layout. Instead of seeing just the merchandise name, as on the system default layout, the Acme Wireless mobile technicians can now see much more: that there are ten refurbished iPhone 6s in stock at the warehouse, and they cost $599.00 each.