Compact Layouts in Salesforce determine which fields appear in the highlight panel at the top of a record page in Lightning Experience and Salesforce mobile. Editing these layouts helps users see the most important information at a glance.
In this article you will learn how to create new compact layouts for your objects. Please keep in mind that this can only be done by the system administrator.
1. Navigate to Object Manager
Click the Gear icon (⚙️) > Setup
In the Quick Find box, type Object Manager
Select the object you want to edit (e.g., Contact, Opportunity)
2. Go to Compact Layouts
In the object's left-hand sidebar, click Compact Layouts
You’ll see a list of existing layouts
3. Edit or Create a Layout
To edit: Click the label of an existing layout, then click Edit
To create new: Click New, give it a name, and click Save
4. Choose Fields to Display
Select up to 10 fields
Use the Add and Remove arrows to manage field selection
Topmost field appears in bold at the top of the highlight panel
5. Save the Layout
6. Assign the Compact Layout
Back in the Compact Layouts section, click Compact Layout Assignment
Click Edit Assignment
Choose the layout to apply as the Primary for each record type
Click Save
For Visual Learners: