Admins | How do I customize Salesforce to change Sidebar field displays?


Cirrus Insight uses your existing Salesforce layouts in a number of ways in the Sidebar:

Sidebar area Salesforce layout used
Edit & create Page Layout 
Record previews Compact Layout 2023-06-14 16_09_24


Search & lookups Compact Layout 2023-06-14 16_09_45


Salesforce Layout Setup

To adjust how fields display in the Sidebar, refer to the above chart and edit the appropriate layout(s) in Salesforce.

Salesforce Help provides the following resources:

After saving layout changes in Salesforce, sign out of Cirrus Insight and then sign back in to see the changes reflected.

Updated Feb. 2022

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