[Admin Beginner] Salesforce Mobile App Customization -

Customize Compact Layouts - 축소 레이아웃 사용자 정의

https://trailhead.salesforce.com/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_compact_layouts?trail_id=force_com_admin_beginner 

 

Action layouts...global publisher layouts...page layouts…compact layouts.

모든항목은 레이아웃이 필수이다

왜냐?

That’s part of what makes Salesforce such a flexible CRM platform. You can customize the appearance of so much stuff that we’re literally bursting at the seams with layouts. 레이아웃으로 셀 수 없이 많은 항목 유형을 사용자 정의할 수 있습니다.

 

Compact Layouts

When you open a record in the Salesforce mobile app, you see highlights about that record in the header of the page. Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area.
앱 열면 헤더에 하이라이트 표시됨. Compact Layouts 머리글에 표시되는 필드를 제어. 최대 10개까지 가능

Creating and customizing compact layouts for your objects isn’t required because system defaults are provided out of the box. However, we recommend using compact layouts to put important fields into record headers to help your mobile users get the information they need quickly. 축소레이아웃이 기본제공이 되어서 필수는 아니지만 모바일 사용자가 필요한 정보를 빨리 가져올 수 있으니 사용하면 좋다.

Let’s look at an example from DreamHouse Realty. D’Angelo has been experimenting with compact layouts for the Property object, and he’s pleased with the results. Check out screenshots of a property header in the mobile app before and after he customized the object’s compact layout.

If you put key fields on an object’s compact layout, mobile users can see important details at a glance.
확실히 왼쪽보다 오른쪽이 한눈에 보기 쉽다.

Create a Compact Layout 자 이제 만들어보자

1. From the Object Manager, enter Contact in the Quick Find box, then select Contact .
2. From the Contact object management settings, go to Compact Layouts and clickNew.
3. In the Field Label field, enter Mobile Contact Layout.
4. Add the following fields to the layout: Name, Phone, Stage, Email. You can include up to 10 fields, including the Name field. Not all fields appear in the list. Compact layouts don’t support text areas, long text areas, rich text areas, or multi-select picklists.
5. Sort the fields by selecting them and clicking Up or Down . Be sure to put the object’s Name field first to provide context for your users when they view a record. 

   

6. Click Save .

 

 

내 과제

Create and enable a compact layout

 

Brokers want to see important information about their showings at a glance. Create and implement a new compact layout for accounts.

Note: To complete this challenge, use a Trailhead Playground that doesn’t have any record types for the Account object.

• Create a new account compact layout
• Label: Mobile Account Layout
• Name: Mobile_Account_Layout
• Selected fields: Account Name, Annual Revenue, Phone, Type
• Make the new Mobile Account Layout the primary compact layout for accounts

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여기서 끝이 아니다. Compact Layout Assignment 클릭해서 Mobile Account Layout 로 설정해주기

• Make the new Mobile Account Layout the primary compact layout for accounts