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Users would like different fields visible when hovering over the Account Name, which is a lookup field to the Account record, on a Case. enter image description here

I tried editing the Account Compact layout but that didn't change what is showing. Where do I change what fields are shown? IE: I want to remove the Mobile and Account Owner and add the account Number and Shipping address.

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The hover detail is called Mini Page Layout.

More information from this article : Use of hover detail settings to change the display field

To change fields displayed, go to the parent object page layout :

Click Setup | Objects and Fields | Object Manager | Select Object | Page Layout

Once the above click path is selected:
Select 'edit' for the page layout you wish to change the hover details for.
At the top right of the page, in the blue bar just above the available fields, you will find the link labeled Mini Page Layout.
Click the Mini Page Layout link to load a new page with two columns.
The left column denotes the available fields, and the right indicates fields included in the hover detail.
Select a field from the left column and add it to the right column to add it to the hover detail and vice versa to remove it.
Click save.
The new fields you selected or removed will be added or removed from the hover detail.

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  • How do I know which page layout to edit? I need to edit the Account lookup fields displayed on a Case record page layout so I'm not sure which Account Page layout it would be using via the lookup hover on the Case page.
    – user7417
    Jun 27, 2022 at 14:21
  • Every page layout assigned to a valid recordtype
    – cropredy
    Jun 27, 2022 at 14:48
  • So I would edit every Account Page Layouts mini page layout? Then I assume the details will be the same from any record they hover over the Account name from correct?
    – user7417
    Jun 27, 2022 at 20:33
  • @user7417 yes, if you want the same fields to appear in all mini page layout, then yes you need to update all of them. if you want specific fields by mini page layout, then it depends on the page layout assignment by profile and/or if you have record type
    – Shamina
    Jun 28, 2022 at 6:13
  • So I did that and didn't see any change when hovering. I realized now that the Account lookup records that are related to Cases are actually Person Accounts so I need to update those page layouts instead! Thanks.
    – user7417
    Jun 28, 2022 at 19:35

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