To include Notes in the Opportunity you need to ask Salesforce Support to enable a permission called “Use Apex Lead Convert.” Once enabled, all Notes attached to the Lead will also be included in the Opportunity. See also
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How to attach note to opportunity in Salesforce?
So use following code to attach Note to Opportunity. Note noteObj = new Note (); noteObj.Title ='Follow up with customer'; noteObj.Body = 'test body'; noteObj.ParentId = <opportunityId>; insert noteObj; Hope this would resolves your issue.
How to create opportunity in Salesforce?
While creating opportunity in salesforce we can include stage and probability fields to estimate the likelihood of the completing a successful sales. The probability for various stages can be set by administrator.
How to find reports and dashboards in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Update Multiple Fields Inline on the Report Run Page in Lightning... Reports and Dashboards: What’s Different or Not Available in the...
How do I add a note to an opportunity in Salesforce?
From Setup, select Enable Notes on the Notes Settings page. Using the page layout editor, add the Notes related list to page layouts for all objects where you want users to take notes. Add the New Note action to publisher layouts.
Can you pin notes in Salesforce?
Required Editions When you select that object, the pinned list view loads as the default list view. icon indicates a pinned list. To pin a different list, select a different list view and pin it instead. Note Pinned lists are per user and don't sync between browsers.
How do you pin something in Salesforce?
Just click the pin icon next to the name of your list view. If you'd like to pin a different list view, navigate to that list view and select the pin to change your setting. Each user can pin their own list view, giving your users more control over their Salesforce experience.
Where do you store notes in Salesforce?
Manage Notes from the Notes Home Page The Notes home page is the place where users can see and manage all of their notes, whether they're related to records or not.
Is there a Notes object in Salesforce?
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.
How do I pin a tab in Salesforce?
Update from SalesforceIn the navigation menu, select "Home".Hold down the control key (on a PC) or the command key (on a Mac).While holding down control, click on "Home" at the top (the selected navigation item). ... Click the tab menu (dropdown arrow) on the "Home" workspace tab.Select "Pin Tab".
How do I pin an object in Salesforce lightning?
1:021:59Pin Objects in Classic to Improve LEX Search Results | SalesforceYouTubeStart of suggested clipEnd of suggested clipSearch similar to lightning on the left side we have a list of objects. And on the right side theMoreSearch similar to lightning on the left side we have a list of objects. And on the right side the search results we'll pin the report object by hovering over it and clicking the pin.
What does pin mean in Salesforce?
When you select that object, the pinned list view loads as the default list view. A. icon indicates a pinned list. To pin a different list, select a different list view and pin it instead. Note Pinned lists are per user and don't sync between browsers.
How do I unpin something in Salesforce?
This gives the ability for an end-user to set their own personal default as the best option. To pin an unpinned list, click its pin icon. To pin a different list, select the list view and pin it instead. The default pinned list for all objects is Recently Viewed.
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 Salesforce lightning page?
Adding Lightning Notes and Files to the Page LayoutFrom Setup (gear icon), click on Object Manager. ... Click on Page Layouts from the list on the right and select the layout to edit.Select Related Lists from the list and drag Notes and / or Files to the page layout below.More items...•
How do I link notes in Salesforce?
Linking Notes to Multiple ObjectsOpen the note you would like to link to Salesforce.Click "Link note to Salesforce" or "Edit" next to the object already linked.Search for any record type. Account, Contact, Lead, and Opportunity.To view your note in Salesforce click the cloud icon in the top right corner of the note.