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Jonathan YernJonathan Yern 

How can I customize the mini page layout Account record mini page on an opportunity record.

Is there a way to customize which fields show up on the mini page layout? I simplay wanted to add the Account's billing state (see screenshot)

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Best Answer chosen by Jonathan Yern
Gulshan MiddhaGulshan Middha
Hi Jonathan,

Go to Setup >> Object Manager >> Account >> Compact Layout.

1.Create a new Compact Layout.
2. Update the assignment to assign the new layout.

Thanks,
Gulshan Middha
Salesforce Architect & Founder
www.crossdoor.io

All Answers

Gulshan MiddhaGulshan Middha
Hi Jonathan,

Go to Setup >> Object Manager >> Account >> Compact Layout.

1.Create a new Compact Layout.
2. Update the assignment to assign the new layout.

Thanks,
Gulshan Middha
Salesforce Architect & Founder
www.crossdoor.io
This was selected as the best answer
David BaumannDavid Baumann
Hi Jonathan,

to edit the visible fields you have to customize the Compact Layout for Accounts

Setup>Object Manager>Account>Compact Layouts>Add Billing State to the Compact Layout and save.
Now the Billing State is shown on the Account record page within the highlight area and when a user hovers over a Account look-up.

Regards,
David
Ahilesh RagavanAhilesh Ragavan
++
You need to edit the Account's Compact Layout.
But note that the only the first 5 fields will be visible in the pop-upwhen you hover over the look up field.

See here for details:
Compact Layouts
https://help.salesforce.com/articleView?err=1&id=compact_layout_overview.htm&type=5