Question

The VP of Sales reports that when reps open an Opportunity record in the Salesforce mobile app, the highlights panel at the top of the record shows fields that are not useful to them in the field. She wants the four key fields (Amount, Stage, Close Date, and Account Name) to appear prominently at the top of the record in the mobile app. As the administrator, what should you configure to control which fields display in this highlighted area?

Accepted Answer

Edit the compact layout for the Opportunity object and add the four desired fields

Answer

Modify the Opportunity page layout and move the fields to the top section

Answer

Create a new Lightning record page and add a Highlights Panel component

Answer

Adjust field-level security so only those four fields are visible on mobile