function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
Tim Mauro 8Tim Mauro 8 

Update Contact - how to set fields?

Hi all - new to the Mobile app, immediately stumped.

The mobile app lets us go in and "Update Contact", but it just shows us the basic fields in the Compact Layout -> System Default.

How can I customize the updateable fields?
VinayVinay (Salesforce Developers) 
Hi Tim,

You can create and customize compact layouts.

Review below links which have details.

https://help.salesforce.com/articleView?id=compact_layout_create.htm&type=5
https://trailhead.salesforce.com/en/content/learn/modules/salesforce1_mobile_app/salesforce1_mobile_app_compact_layouts

Hope above information was helpful.

Please mark as Best Answer so that it can help others in the future.

Thanks,
Vinay Kumar
Tim Mauro 8Tim Mauro 8
I have built the compact layouts, and they show up fine when viewing the record.  But when I click "Update Contact" (edit), I only see the fields in the System Default layout (which cannot be changed).   Please, how do I see the same fields to edit as I see to view?
VinayVinay (Salesforce Developers) 
Hi Tim,

Can you check below assignment?

User-added image

Thanks,
Vinay Kumar
Tim Mauro 8Tim Mauro 8
Primary Compact Layout is Beneficiary, which looks correct on viewing, but when I go to edit ("Update Contact"), the fields to edit revert to the System Default layout, and I can't edit any of the relevant fields.

User-added image
Tim Mauro 8Tim Mauro 8
If anyone is still reading, I figured this one out, it was a matter of Edit vs Update button.  The Edit button shows you all the fields you want, the Update button shows junk fields that are not what  you want.  Wow that was a pain.