Definition
A compact, abbreviated view of a record in Salesforce that shows key fields in a condensed format, typically appearing in hover details, related list previews, or console sidebar components.
Real-World Example
When a sales rep at Pinnacle Corp needs to streamline operations, they turn to Mini View to manage and organize customer data more effectively. They configure Mini View to ensure the sales and service teams have a unified view of every customer interaction, from initial contact through ongoing support. This setup reduces duplicate data entry and improves cross-team collaboration.
Why Mini View Matters
A Mini View is a compact, abbreviated view of a record in Salesforce that shows key fields in a condensed format. Mini views typically appear in hover details (in Classic), related list previews, console sidebar components, and other contexts where you need to show record info without dedicating a full record page. The fields shown in mini views are controlled by compact layouts (in Lightning) or mini page layouts (in Classic).
Mini view design matters because these condensed views appear throughout the Salesforce experience in many small moments of user interaction. Good mini view design surfaces the most important information so users can get context without clicking through to the full record. Poor mini view design forces unnecessary navigation. In Lightning Experience, compact layouts control mini views and should be treated as a core UX decision, not an afterthought.
How Organizations Use Mini View
- •BrightEdge Solutions — Treats compact layout design as a core UX decision, picking mini view fields based on what users actually need at a glance.
- •NovaScale — Configured different compact layouts for different record types so mini views show context-appropriate fields.
- •Cobalt Ventures — Reviews compact layouts periodically to ensure they still reflect the fields users find most useful.