CRT-101 · Question #37
An administrator Creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to…
The correct answer is B. In the Account object manager, create a custom compact layout. Compact layouts control the highlights panel. In Salesforce, the highlights panel at the top of a record page is driven by the object's compact layout, not the page layout. By creating a custom compact layout on the Account object and adding the custom field to it, the…
Question
An administrator Creates a custom text area field on the Account object and adds it to the service team's page layout. The services team manager loves the addition of this field and wants it to appear in the highlights panel so that the services reps can quickly find it when on the Account Page How should the administrator accomplish this?
Options
- ACreate a new page layout and a new section titled highlights panel.
- BIn the Account object manager, create a custom compact layout.
- CFrom the page layout editor, drag the field to the highlights panel.
- DMake the field required and move it to the top of the page.
How the community answered
(39 responses)- A13% (5)
- B77% (30)
- C5% (2)
- D5% (2)
Explanation
Compact layouts control the highlights panel. In Salesforce, the highlights panel at the top of a record page is driven by the object's compact layout, not the page layout. By creating a custom compact layout on the Account object and adding the custom field to it, the administrator makes that field visible in the highlights panel for quick access.
- A is wrong because page layouts and sections within them do not control the highlights panel - there is no "highlights panel section" you can add to a page layout.
- C is wrong for the same reason: the page layout editor has no highlights panel target to drag fields into; that area is managed separately via compact layouts.
- D is wrong because making a field required and moving it to the top of the page layout only affects the form view of the record, not the highlights panel.
Memory tip: Think "compact = highlights" - compact layouts are compact summaries of a record, just like the highlights panel is a highlight summary. Both are about showing the most important fields at a glance, so they go hand in hand.
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