X - Salesforce Features

Lookup Hovers

A “No-Click” Sneak Peek

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All Editions

  • Preview the contents of a record before clicking a link
  • Tailor your own hover layout

Hovers, one of the most popular Salesforce features, are being extended across other areas of the Salesforce user interface. With lookup hovers, you can point your mouse to a link that looks up another record and immediately see a pop-up summary of its content in a mini page layout. For example, in an opportunity record, you can move your mouse over a link of the account name, and a summary of the account will pop-up in a window without requiring a click.

Training and Documentation

Feature Details

  • Hover Detail on Lookup Field: Users can hover over a lookup field on a detail page for a quick view of the most important details without clicking.
  • Mini Page Layout Configuration : Administrators can configure mini page layouts to select the fields that display when their users hover.

Note: This feature is enabled by default but requires administrator activation in the set up area of Salesforce.

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