Page Comparison

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You can create a page specifically for an App (useful), a Profile (use with care), and a Record Type (useful) and any combination of those.
- Use this feature with great care, and just like Page Layouts...
  - Keep as few as possible
  - Set the naming convention
  - Try to modify them with Metdata (I haven't tried this yet though).

First thing at the top of the page
Ensure that NAME is the first field on the CL.
- Or be creative and create a concatenated field here
- Or better still, create a Hyperlinked Concatenated Field - such as Main Record > Sub Record > Sub Sub Record all with hyperlinks back to their main record.
Get your naming conventions right.
You can't have a different Compact Layout for different apps, which is highly annoying - it's only for different Record Types
- Each Record Type can have one and only one CL assigned to it.
Seems to only show 6 fields even if though you can add more fields.
Create a few "display only" formula fields to show more information in the header.
You can collapse the Compact Layout - why on earth you would want to do that, I don't know.

The buttons on the top right of the page.
Yes, you can have up to 10 buttons - but don't. See what it looks like, but I think 4 is tops.
Ensure that you REALLY think about these because this is going to be the main place people go.
You now need to, on every Page Layout, set up the Classic AND the Lightning Quick Actions.
It includes Quick Actions AND Buttons from Classic, but not File, Post, Email etc
Eg Put Edit first. Put Delete last, unless this is a record that is often deleted.
- You can even remove Edit and Delete buttons if you need to.
Is Record Type often changed? Then ensure that is next to Edit.
Is Owner changed often? Then put that as one of the first buttons.
Delete as many buttons as possible.
- (Imagine all the Conga buttons here - they will have to do something about that soon).
See below for Actions on the Activity tab - they are still edited in the same place which is highly wierd.
Quick Actions buttons go here too - so you can get sooo many buttons in this one spot.
- Put new Action buttons in front of Edit - name them something like '+ Child Account'
They look weird in the 3 column layout with no header (Console layout).
If you use Communities, ensure all the communities buttons are on the Actions bar.

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Example Layout

See also Accounts for key details on setting up Accounts.

Notes:

Header

2 buttons only shown - show all the + New Record buttons then Edit - the rest of the buttons including Delete are under the dropdown.
Compact layout shows Recrod Type and Owner

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