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How to manage highlight record

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hello and welcome to the video by Trump Excel I am so miss Mansell and in this video I am going to show you how to highlight the active row and the active column based on the cell selection in your data set so here I have this data set and see what happens when I make a selection it would instantly highlight the row number the active row and the active column based on this cell selection and when I make a change in this election it would remove the previous highlight and it would highlight based on this selection now this is useful if you have a huge data set and you want to track what is the column which is the column that you have selected or which is the row that you have selected then you can use this method now you do not have to use the same color you can use different colors so in this case when I make a selection here you can see the column and the row gets highlighted in different colors now lets see how to create this so I have this data set here and I have not created that

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Can you highlight rows in Salesforce report?

Conditional formatting on Salesforce reports enables you to highlight cells in colors, to add extra emphasis to the key metrics.

How do I remove a button from the highlight panel in Salesforce?

Click on the Highlights Panel Lightning component. On the right panel, select Hide Follow/Unfollow button (desktop only) checkbox to hide the button or deselect it to show the button. Click Save.

How do I highlight a field in Salesforce?

Create an Update Records Action on the object you want to highlight key fields on. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions New Action. Description: Its always good to give a description to help those who come after you. Youll now be on the screen for your new action.

How do I edit highlights panel?

Click the Edit button. Add/Remove fields from the Selected Fields list using the arrows. Click the Save button when finished.Customizing the Lightning Highlights Panel Click on the Gear icon and choose Set Up. Navigate and select the object you want to edit the highlights panel on.

How do I highlight records in Salesforce?

Create an Update Records Action on the object you want to highlight key fields on. Go the Object Manager, find your desired object, and choose Buttons, Links, and Actions New Action. Description: Its always good to give a description to help those who come after you. Youll now be on the screen for your new action.

How do I customize my highlights panel?

How to customize Highlights Panel in Case Page Layout in Salesforce Lightning Open Salesforce Lightning! Click on gear icon. Click on Setup It opens in a new tab. Click on Object Manager Click on Case Click on Case Page Layout Select any Case Page Layout Name Hover on Highlights Panel

How to do conditional highlighting in Salesforce?

1:09 2:32 Make Reports Easier to Read with Conditional Highlighting - YouTube YouTube Start of suggested clip End of suggested clip And then you just put in your ranges. So anything less than 15 000 is red between 15 and lets sayMoreAnd then you just put in your ranges. So anything less than 15 000 is red between 15 and lets say 70 000 is yellow. And anything above that green you can pick your colors. And hit. Save.

How do I add a compact layout to lightning record page?

Create a Compact Layout From Setup, click Object Manager. Click Energy Audit to open the object and then click Compact Layouts.

What is highlight panel in page layout?

The highlights panel is a customizable table of up to four columns at the top of every primary tab in a console. It helps console users see key information at a glance. To configure a highlights panel, edit any page layout.

How do I add a field to the highlights panel?

How to Customize the Highlights Panel In Deal Pipeline (or any object), go to Setup and select Edit Object. Select Compact Layouts from the left panel and choose the Compact Layout you want to edit. Click Edit. Select the fields you wish to display by moving them into the Selected Fields column, then Save!

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