How to Change Fields in Highlights Panel Salesforce
Salesforce is a powerful CRM platform that helps businesses streamline their sales processes and manage customer relationships effectively. One of the key features of Salesforce is the Highlights panel, which provides a quick overview of important information related to the current record. However, by default, the Highlights panel may not display all the fields that are relevant to your business. In this article, we will guide you through the process of how to change fields in the Highlights panel in Salesforce.
Understanding the Highlights Panel
The Highlights panel is a customizable section that appears on the top right corner of a Salesforce record page. It displays essential information such as recent activities, related records, and key metrics. By default, the Highlights panel includes fields like “Last Viewed,” “Last Modified By,” and “Last Modified Date.” However, you can modify this panel to include additional fields that are more relevant to your business needs.
Customizing the Highlights Panel
To change the fields in the Highlights panel, follow these steps:
1. Log in to your Salesforce account and navigate to the record page for which you want to customize the Highlights panel.
2. Click on the “Edit” button located in the upper-right corner of the Highlights panel.
3. A dialog box will appear, displaying a list of available fields that can be added to the Highlights panel.
4. From the list of available fields, select the fields you want to include in the Highlights panel. You can search for specific fields using the search bar.
5. Once you have selected the desired fields, click the “Save” button to apply the changes.
6. The Highlights panel will now display the selected fields, providing you with a more comprehensive overview of the record.
Adding Custom Fields
In addition to the standard fields, you can also add custom fields to the Highlights panel. To do this, follow these steps:
1. Navigate to the “Setup” page in Salesforce by clicking on the gear icon in the upper-right corner of the page.
2. In the left-hand menu, click on “Customize” and then select the object for which you want to add a custom field to the Highlights panel.
3. Click on “Fields & Relationships” and then click on “New.”
4. Enter the details for your custom field, such as the field label, field type, and field length.
5. Once you have created the custom field, click “Save.”
6. Return to the record page and follow the steps outlined in the previous section to add the custom field to the Highlights panel.
Conclusion
Customizing the Highlights panel in Salesforce allows you to display the most relevant information at a glance, improving your productivity and efficiency. By following the steps outlined in this article, you can easily change the fields in the Highlights panel to suit your business needs. Remember to experiment with different field combinations to find the optimal setup for your organization.
