[Admin Beginner] Lightning Experience Customization - Customize Record Highlights with Compact Layouts 과제

https://trailhead.salesforce.com/content/learn/modules/lex_customization/lex_customization_compact_layouts?trail_id=force_com_admin_beginner 

Lightning Experience 사용자 정의

만드는 방법

만들기

소형 레이아웃으로 레코드 하이라이트 사용자 정의

1. First, find and open the compact layouts node in Setup for Energy Audit.
   1. From Setup, click Object Manager.
   2. Click Energy Audit to open the object and then click Compact Layouts.
2. You can see that the System Default compact layout is assigned as the primary compact layout right now. We’re going to change that.
3. Click New.

 

내 과제

Create a Custom Opportunity Compact Layout

When the Ursa Major Solar salespeople are on site with a customer, there are a few key fields they need to see right at the top of an opportunity record when they access Salesforce. Create a compact layout that will help them do that.

• Create a compact layout for the Opportunity object:
  • Label: New Oppty Compact Layout
  • Name: New_Oppty_Compact_Layout
• Include these fields, in this order: Opportunity Name, Probability (%), Close Date, Stage, Amount, Opportunity Owner
• Make it the primary compact layout

1. Set up →Object Manager→ Opportunity object에 들어간다.
2. compact layout → New 클릭