In Salesforce Classic, creating notes is tied to the Notes & Attachments related list on records or the Chatter publisher on feeds. In Lightning Experience, you can launch a new note from anywhere. As we just learned, you can create notes from the Global Actions menu and the utility bar. You may also see a Notes item in the navigation bar.
Is it possible to report on notes in Salesforce?
It is not possible to report on Notes. There is an Idea, Reporting on Notes & Attachments that requests this feature. You could export the data and report on it outside of Salesforce, build a custom page, query for it via the API from an outside app, etc., but there is no native report functionality available.
How do I add notes and attachments to a page?
Go to your page design, track down the connected records. In there you will track down the connected rundown for "Notes and Attachments". Drag that onto the connected rundown part of the page format.
How do I add notes to a connected rundown?
Go to your page design, track down the connected records. In there you will track down the connected rundown for "Notes and Attachments". Drag that onto the connected rundown part of the page format. You're good to go.
How do I add a tab to a page?
In order to do this you have to click on the Setup icon (a gear with a lightning inside, top right of the screen) and select Edit Page, once the you are in the editing mode, click the section that has both tabs and you will see something like this: once you see that, click on Add Tab and select the tab you want. Click on Save and Voilà!
Can you add notes in Salesforce?
Stay organized and on top of all your deals by adding notes to accounts, contacts, leads, opportunities, and more. With Notes, Salesforce's enhanced note-taking tool, you can use rich text, lists, and images in your notes; relate notes to multiple records; and create notes in Lightning Experience.
Where do I put notes in Salesforce?
0:532:11Adding Notes to Salesforce Layout when the Button Has Gone MissingYouTubeStart of suggested clipEnd of suggested clipSo you just come in here and you type in notes you go to note settings i've already done it hereMoreSo you just come in here and you type in notes you go to note settings i've already done it here because uh i figured it out but you have to enable notes. Okay once you do that you hit save.
How do I enable content notes in Salesforce?
From Setup, enter Notes Settings in the Quick Find box, then select Notes Settings.Make sure Enable Notes is selected.Click Save.
How do I add notes to lightning in Salesforce?
Enable Enhanced NotesFrom Setup, enter Notes in the Quick Find box, then select Notes Settings.Select Enable Notes, then click Save.
How do I make notes visible in Salesforce?
Open a note in the Notes related list, click Note Sharing Settings, then Sharing Settings. Click Make Private and Make Private again.Open a note in the Notes & Attachments related list, select Private, and save your change.
How do I add notes to a contact in Salesforce?
Hi Guillaume,From Setup, enter Object Manager in the Quick Find box, then click Object Manager.Enter Contact in the Object Manager search box.Click Contact to open the record and then click Page Layouts.From Related lists drag and drop Notes into the pagelayout.Click on Save.
What is content notes in Salesforce?
The ContentNote object represents notes created with the enhanced version of the Salesforce note-taking tool.