PLAT-ADMN-201 · Question #150
The Cloud Kicks sales team has asked that two of the fields that appear on the Opportunity cards in Kanban view be changed to make the cards more meaningful. Which feature should a Platform…
The correct answer is B. Compact Layout. In Salesforce, Kanban view cards pull their displayed fields from the object's Compact Layout, not the Page Layout. The Compact Layout defines a prioritized list of fields for condensed views, including Kanban cards, mobile highlights panels, and activity timeline entries. An…
Question
Options
- ARecord Type
- BCompact Layout
- CPage Layout
- DKanban Settings
How the community answered
(47 responses)- A2% (1)
- B89% (42)
- C2% (1)
- D6% (3)
Explanation
In Salesforce, Kanban view cards pull their displayed fields from the object's Compact Layout, not the Page Layout. The Compact Layout defines a prioritized list of fields for condensed views, including Kanban cards, mobile highlights panels, and activity timeline entries. An administrator navigates to Object Manager > Opportunity > Compact Layouts, edits the active compact layout, and adds or reorders the desired fields. Page Layouts control the full record detail/edit page but do not affect Kanban cards. Record Types and Kanban Settings do not control which fields appear on the cards.
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