Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care…

The correct answer is B. Compact Layout Editor. In Salesforce Lightning Experience, Compact Layouts define which fields appear in related list rows and record highlights panels. Administrators can create multiple compact layouts and assign different ones to different profiles, allowing Sales users and Customer Care users to…

Object Manager and Lightning App Builder

Question

Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact. What should the administrator use to achieve this?

Options

ARelated Lookup Filters
BCompact Layout Editor
CPage Layout editor
DSearch Layout Editor

How the community answered

(51 responses)

A
6% (3)
B
78% (40)
C
4% (2)
D
12% (6)

Explanation

In Salesforce Lightning Experience, Compact Layouts define which fields appear in related list rows and record highlights panels. Administrators can create multiple compact layouts and assign different ones to different profiles, allowing Sales users and Customer Care users to each see the specific Case fields relevant to them when viewing the Case related list on an Account. Page Layout Editor controls the full record detail page, not related list columns by profile. Search Layout Editor controls list views and search result columns. Related Lookup Filters restrict which records appear, not which fields are displayed.

Topics

#Compact Layouts#Related Lists#Profile Customization#Lightning Experience UI

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