Compact layouts for record highlights
Key Takeaway
Compact layouts aren't assigned to profiles or individual users. To show different highlight fields by role or use case, create record types and assign the right custom compact layout to each record type.
A compact layout is a short list of an object's most important fields. Users see these fields at the top of a record, in the highlights panel. They also see them in other small views, such as expanded lookup cards and the record header in the Salesforce mobile app. Admins can build custom compact layouts in Object Manager so users see key information at a glance.
Where compact layout fields appear
A compact layout controls the fields in these places:
- A record's highlights panel
- The expanded lookup card (hover card) that appears when you hover over a lookup link
- The record header in the Salesforce mobile app
- The Outlook and Gmail integrations
The number of fields shown depends on where the record appears:
| Where the record appears | Fields shown |
|---|---|
| Highlights panel in Lightning Experience | Up to the first 7, and fewer on smaller screens |
| Expanded lookup card in Lightning Experience | The first 7 |
| Highlights area in the Salesforce mobile app | Up to 10 |
| Expanded lookup card in the Salesforce mobile app | The first 4 |
| Outlook and Gmail integrations | Up to the first 3, for records related to an email or event |
The number of fields a user sees can also vary with screen width, the record page being viewed, and the user's permissions. If a user doesn't have access to a field on the compact layout, Salesforce shows the next field on the layout instead.