Admin: Salesforce UI Efficiency Tools

Compact Layouts are a dual-purpose tool in Salesforce, offering not only a streamlined way to manage and display essential data but also enhancing user efficiency by providing quick access to key information within record pages.

• Compact Layouts: Provides a quick overview of essential information, allowing users to see key data at a glance.
  • Use Case: Use compact layouts to enhance efficiency by enabling users to quickly access and review essential information at a glance, reducing the time spent navigating through records.
  • Addional Resources: For more information, see the Salesforce article Compact Layouts.

Next Steps

For Salesforce Data Access and Security elements, see Admin: Salesforce Data Access & Security.