{"id":1272,"date":"2026-08-04T11:00:00","date_gmt":"2026-08-04T05:30:00","guid":{"rendered":"https:\/\/swapnilzambare.com\/blog\/salesforce-compact-layouts-highlights-panel\/"},"modified":"2026-08-04T11:00:00","modified_gmt":"2026-08-04T05:30:00","slug":"salesforce-compact-layouts-highlights-panel","status":"publish","type":"post","link":"https:\/\/swapnilzambare.com\/blog\/salesforce-compact-layouts-highlights-panel\/","title":{"rendered":"Salesforce Compact Layouts and the Highlights Panel Explained"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Salesforce Compact Layouts decide which key fields users see at the very top of a record. Salesforce calls that top strip the highlights panel. A good compact layout shows the most useful facts in one glance, so users do not have to scroll.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In this post, you will learn what compact layouts control, where they appear, and how to build and assign one. You already know <a href=\"https:\/\/swapnilzambare.com\/blog\/salesforce-page-layouts-lightning-record-pages\/\">page layouts and Lightning record pages<\/a>, which control the main body of a record. Compact layouts handle the header instead. We will also use <a href=\"https:\/\/swapnilzambare.com\/blog\/salesforce-record-types-guide\/\">record types<\/a>, because you can assign a different compact layout to each one.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Are Salesforce Compact Layouts?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A compact layout is a short list of fields for one object. Salesforce shows those fields in small spaces, such as the highlights panel at the top of a record page. It also uses them on the mobile app and in hover cards.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think of a compact layout like the cover of a file folder. Before you open the folder, the cover shows the name, an ID number and maybe a date. That is enough to know if it is the right folder. The full papers inside are the page layout.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why Salesforce Compact Layouts Matter<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Users open hundreds of records every day, so Salesforce Compact Layouts save real time. If the key facts sit at the top, they save time on every single record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is how compact layouts help at Bright Path Tutors.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A sales user opens a Course and sees the fee, level and start date at once.<\/li>\n\n<li>A support agent hovers over a course link in a case. Then a pop-up card shows the same key fields.<\/li>\n\n<li>Trainers on the mobile app see the course essentials in the record header.<\/li>\n\n<li>Online and classroom courses can show different key fields, using record types.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In short, a compact layout is the &#8220;summary card&#8221; of a record. Small changes here make a big difference to how fast people work.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How Salesforce Compact Layouts Work<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Every object has a compact layout assigned to it. If you never create one, Salesforce uses a built-in &#8220;System Default&#8221; layout, which usually shows just the record name. When you create your own and set it as primary, Salesforce uses yours instead.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1-1024x640.png\" alt=\"Salesforce Compact Layouts diagram showing the highlights panel on a record page\" class=\"wp-image-1270\" srcset=\"https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1-1024x640.png 1024w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1-300x188.png 300w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1-768x480.png 768w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1-1536x960.png 1536w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-1-2048x1280.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\">Compact layout fields appear in the highlights panel at the top of the record.<\/figcaption><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Salesforce then shows the fields from the compact layout in a few places. The highlights panel on desktop shows the first several fields. The mobile app shows them in the record header. Hover cards on lookup links also use them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Where Compact Layouts Appear<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The table below shows the main places where users see compact layout fields.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Place<\/th><th>What users see<\/th><\/tr><\/thead><tbody><tr><td>Highlights panel<\/td><td>Key fields across the top of a Lightning record page<\/td><\/tr><tr><td>Mobile app header<\/td><td>Key fields under the record name on phones<\/td><\/tr><tr><td>Hover cards<\/td><td>A pop-up card when hovering over a lookup link<\/td><\/tr><tr><td>Activity and related previews<\/td><td>Short summaries in some cards and lists<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Field Limits<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A compact layout can hold up to 10 fields. On desktop, the highlights panel shows only the first few of them, so order matters a lot. Also, some field types cannot go on a compact layout at all. Long text area, rich text area and multi-select picklist fields are common examples.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Primary Layout and Record Type Assignments<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Each object has one primary compact layout. You can also assign different compact layouts to different record types. For example, online courses can show the meeting link, while classroom courses show the room number.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Compact Layouts vs Page Layouts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Beginners often mix these two up. The table below shows how Salesforce Compact Layouts differ from page layouts.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Feature<\/th><th>Compact layout<\/th><th>Page layout<\/th><\/tr><\/thead><tbody><tr><td>Controls<\/td><td>Key fields in the record header<\/td><td>Fields and sections in the record body<\/td><\/tr><tr><td>Number of fields<\/td><td>Up to 10<\/td><td>Many fields and sections<\/td><\/tr><tr><td>Assigned by<\/td><td>Record type<\/td><td>Profile and record type<\/td><\/tr><tr><td>Shows actions and buttons<\/td><td>No, only fields<\/td><td>Yes<\/td><\/tr><tr><td>Also used on mobile header<\/td><td>Yes<\/td><td>Body only<\/td><\/tr><tr><td>Typical change<\/td><td>Reorder a few key fields<\/td><td>Add sections, fields and related lists<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">When to use which is simple. Use a compact layout for the few facts users need first, and a page layout for everything else.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><a href=\"https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"640\" src=\"https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2-1024x640.png\" alt=\"Salesforce Compact Layouts diagram comparing compact layouts and page layouts\" class=\"wp-image-1271\" srcset=\"https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2-1024x640.png 1024w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2-300x188.png 300w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2-768x480.png 768w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2-1536x960.png 1536w, https:\/\/swapnilzambare.com\/blog\/wp-content\/uploads\/2026\/10\/salesforce-compact-layouts-highlights-panel-diagram-2-2048x1280.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><figcaption class=\"wp-element-caption\">Compact layouts vs page layouts.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How to Create Salesforce Compact Layouts Step by Step<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let&#8217;s build Salesforce Compact Layouts for the Course object at Bright Path Tutors. We want users to see the course name, level, fee, start date and whether it is online.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1: Create the Compact Layout<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to Setup &gt; Object Manager &gt; Course &gt; Compact Layouts.<\/li>\n\n<li>Click New.<\/li>\n\n<li>Enter the values from the table below.<\/li>\n\n<li>Move the fields into the Selected Fields box and put them in order.<\/li>\n\n<li>Click Save.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The table below shows the values to enter for this compact layout.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><thead><tr><th>Setting<\/th><th>Value<\/th><\/tr><\/thead><tbody><tr><td>Label<\/td><td>Course Key Facts<\/td><\/tr><tr><td>Name<\/td><td>Course_Key_Facts<\/td><\/tr><tr><td>Selected fields, in order<\/td><td>Course Name, Level, Fee, Start Date, Is Online, Duration in Weeks<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2: Make It the Primary Layout<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On the Compact Layouts page, click Compact Layout Assignment.<\/li>\n\n<li>Click Edit Assignment.<\/li>\n\n<li>Choose Course Key Facts as the Primary Compact Layout.<\/li>\n\n<li>Click Save.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3: Check the Highlights Panel<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Open any Course record. The header now shows Level, Fee and Start Date next to the name. If the header looks the same, check that the Lightning record page uses the Highlights Panel component. You can confirm it in Lightning App Builder.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4: Assign by Record Type (Optional)<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Suppose Course has two record types, Online Course and Classroom Course. In that case, you can assign a different compact layout to each one. On the Compact Layout Assignment page, pick a layout for each record type. Users then see the right key facts for that kind of course.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Checking the API Names<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When you pick fields, it helps to know their API names. A quick SOQL query in the Developer Console shows the same fields the compact layout uses.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code>SELECT Name, Level__c, Fee__c, Start_Date__c, Is_Online__c, Duration_in_Weeks__c\nFROM Course__c\nLIMIT 5<\/code><\/pre>\n\n\n\n<p class=\"wp-block-paragraph\">If a field does not appear in the query results, check its field-level security. A user who cannot see a field will not see it in the highlights panel either.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Salesforce Compact Layouts on the Mobile App<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">On phones, space is tight, so the compact layout matters even more. The mobile app shows the compact layout fields in the record header, right under the record name. Users often decide what to do next from that header alone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So test every compact layout on a phone, or with the mobile preview in Lightning App Builder. Check that the first fields still fit and make sense. A long currency field or a long picklist value can wrap onto two lines and push other fields down.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A good rule for Salesforce Compact Layouts is &#8220;phone first&#8221;. If the header works on a small screen, it will almost always work on desktop too.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Common Mistakes with Salesforce Compact Layouts<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating a compact layout but never setting it as primary. Salesforce keeps using the System Default.<\/li>\n\n<li>Putting the most important field at the end. The highlights panel shows only the first few fields.<\/li>\n\n<li>Expecting compact layouts to add buttons. Actions come from the page layout or dynamic actions.<\/li>\n\n<li>Forgetting field-level security. Hidden fields stay hidden, even on the compact layout.<\/li>\n\n<li>Adding too many similar fields. Ten dates in a row do not help anyone.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Best Practices for Salesforce Compact Layouts<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Put the three or four most useful fields first.<\/li>\n\n<li>Keep labels short so they fit in the header on smaller screens.<\/li>\n\n<li>Use different compact layouts per record type when users need different facts.<\/li>\n\n<li>Review the layout with real users, because they know what they check first.<\/li>\n\n<li>Check the mobile app view after every change.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Practice Task<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Create a compact layout for the Account object that shows Phone, Industry, Annual Revenue and Owner. Set it as primary, then hover over an account link in a contact record. Hint: the hover card uses the same compact layout fields.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Most Asked Interview Questions on Salesforce Compact Layouts<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Interviewers often ask these questions to check if you understand page design in Lightning. Learn the ideas, then answer in your own words.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Basic Questions on Salesforce Compact Layouts<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q1. What is a compact layout in Salesforce?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A compact layout is a short list of key fields for an object. Salesforce shows those fields in the highlights panel, the mobile record header and hover cards. It gives users a quick summary of the record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q2. How many fields can a compact layout hold?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A compact layout can hold up to 10 fields. However, the desktop highlights panel only shows the first few, so put the most important ones first.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q3. Where do Salesforce Compact Layouts appear?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">They appear in the highlights panel on Lightning record pages and in the mobile record header. They also appear in hover cards on lookup links.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q4. What is the System Default compact layout?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It is the built-in compact layout Salesforce uses when you have not set your own as primary. It usually shows only a few basic fields, such as the record name.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Practical Questions on Salesforce Compact Layouts<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q5. Can you assign compact layouts by profile?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No. You assign compact layouts by record type, not by profile. In contrast, admins assign page layouts by profile and record type together.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q6. Which fields can you not add to Salesforce Compact Layouts?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You cannot add long text area, rich text area or multi-select picklist fields. Most other common field types work fine.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q7. A user cannot see a field in the highlights panel. Why?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The most common reason is field-level security. If the user&#8217;s profile or permission sets do not give read access to the field, it stays hidden everywhere. Another reason is that the field sits too far down the list.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Q8. What is the difference between a compact layout and a page layout?<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A compact layout controls the key fields in the record header. A page layout controls the fields, sections, related lists and buttons in the record body.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Official Resources<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.compact_layout_overview.htm&amp;type=5\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce Help: Compact Layouts<\/a><\/li>\n\n<li><a href=\"https:\/\/help.salesforce.com\/s\/articleView?id=sf.compact_layout_create.htm&amp;type=5\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce Help: Create Compact Layouts<\/a><\/li>\n\n<li><a href=\"https:\/\/trailhead.salesforce.com\/content\/learn\/modules\/lex_customization\" target=\"_blank\" rel=\"noopener noreferrer\">Trailhead: Lightning Experience Customization<\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Quick Recap<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Salesforce Compact Layouts control the key fields in the record header.<\/li>\n\n<li>They appear in the highlights panel, the mobile header and hover cards.<\/li>\n\n<li>A compact layout holds up to 10 fields, and order matters.<\/li>\n\n<li>You assign compact layouts by record type, not by profile.<\/li>\n\n<li>Field-level security still decides who can see each field.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">What&#8217;s Next?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Now that each record shows its key facts, let&#8217;s organise the whole app. Next, read our guide to the <a href=\"https:\/\/swapnilzambare.com\/blog\/lightning-app-manager-utility-bar\/\">Lightning App Manager and utility bar<\/a> to build tidy apps for each team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Salesforce Compact Layouts decide which key fields users see at the very top of a record. Salesforce calls that top strip the highlights panel.&hellip;<\/p>\n","protected":false},"author":1,"featured_media":1269,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_swapz_level":"","_swapz_series_part":0,"_swapz_hide_toc":false,"_swapz_hide_featured":false,"_swapz_description":"","footnotes":""},"categories":[8,13],"tags":[15,91,23,7,14],"swapz_series":[],"class_list":["post-1272","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","category-salesforce-admin","tag-beginner","tag-interview-questions","tag-page-layouts","tag-salesforce","tag-salesforce-admin"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Salesforce Compact Layouts and the Highlights Panel<\/title>\n<meta name=\"description\" content=\"Salesforce Compact Layouts explained simply: what they control, how to build and assign them by record type, and the most asked interview questions.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/swapnilzambare.com\/blog\/salesforce-compact-layouts-highlights-panel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Salesforce Compact Layouts and the Highlights Panel\" \/>\n<meta property=\"og:description\" content=\"Salesforce Compact Layouts explained simply: what they control, how to build and assign them by record type, and the most asked interview questions.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/swapnilzambare.com\/blog\/salesforce-compact-layouts-highlights-panel\/\" \/>\n<meta property=\"og:site_name\" content=\"Swapnil Zambare - 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