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Hello folks. I have run into this challenge again and I have never been successful in making this scenario work. I can use some help and direction.

 

Scenario1:

 

When User A looks at Accounts, the highlights panel needs to show the fields that apply to the Sales Team

  • User A is in Sales group and needs to see Account Name, Account Phone, # of Employees and Type of Account fields in highlights section
  • User A is assigned to Custom Sales profile

Scenario 2:

  • User B is in Sales Operations group and needs to see Account Name, Account Phone and Parent Account fields in highlights section
  • User B is assigned to Custom Sales Operations Profile

 

I want to show two different highlights panel sections on the Accounts page layout. The way I am trying to do this is create two Lightning page layouts for the two profiles. I also have two compact layouts for Sales and Sales Operations. I can not assign the Sales Compact layout to the Sales Lightning page layout as with Compact Page Layout assignments, I can only assign one primary compact layout and that is what the Lightning Page Layout is using. I have attached a screen shot with behavior and my notes.

 

I had this issue with a client ORG earlier this year and I decided not to go this route as I could not find a good way to accomplish this. I abandoned this concept. I am revisiting this again. What am I doing wrong? Can some one give me the exact steps on what I have to do to assign two different compact layouts to two different Lightning Page layouts? Thank you so much.

5 comentarios
  1. 14 ago 2017, 21:47

    My ah ha moment was that highlights panel is tied to record types and so I can not assign it to profiles. I wanted to assign it by profiles so I can get different fields on the highlights panels for different groups of people with different Lightning page layouts. Instead I am forced to create record types for scenarios where the business process is exactly the same. Please vote for this idea to allow us to do that. I hope this helps.

    https://success.salesforce.com/ideaView?id=0873A0000003UMhQAM
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