Here are the steps to enable Notes and Attachments for Site Users:
- From setup, enter Digital Experiences in the Quick Find box, then select Settings.
- Select Let customer users access notes and attachments.
- Click Save Resolution.
- From setup, enter Digital Experiences in the Quick Find box, then select Settings.
- Select Let customer users access notes and attachments.
- Click Save.
How do I navigate Salesforce?
Navigate Salesforce Explore the Home Page Explore Objects Explore Detail Pages Access Other Salesforce Apps Open Another App from the App Launcher in Salesforce Classic Open Another App in Lightning Experience Considerations for Navigation Search Across Salesforce Search for Records in Lightning Experience
What are the fields available for notes in Salesforce lightning experience?
NoteIn the Salesforce mobile app and Lightning Experience, there are additional fields for relating multiple records to the note. Field Description Body Text of the note. Can hold up to 50 MB of data. Title Subject of note. Maximum of 200 characters. Fields for the Old Note-Taking Tool
How do I view private notes and attachments?
Notes and attachments marked as private via the Private checkbox are accessible only to the person who attached them and administrators. For administrators to view private notes and attachments, they need the “View All Data” permission; to edit or delete them, they need the “Modify All Data” permission.
Can a profile user delete attachments in Salesforce?
A profile user's will able to delete attachments if they have attachment parent object delete access. Also profile user's must have read/write record level access of the parent object. Thanks for contributing an answer to Salesforce Stack Exchange!
How do I give access to notes in Salesforce?
Allow users to edit other's Notes in Salesforce ClassicClick the tab of the Object where you created the Notes.Click the name of the record where you created the Notes.Scroll down to the Notes related list.Click the title of the Notes you want to share or be edited by another user.More items...
How do I enable notes and attachments in Salesforce?
Go to the UI for my new item, sufficiently sure, no notes and connections related 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 restrict access to notes and attachments in Salesforce?
To maintain privacy, open the Who Can Access section and click Prevent others from sharing and unsharing. In Salesforce Classic, open a note in the Notes related list, click Note Sharing Settings, then Sharing Settings. Select Prevent others from sharing and unsharing under the Who Can Access section.
How do I view notes and attachments in Salesforce?
The classic Note and Attachment records have a single polymorphic lookup to the record to which they're attached. You can query them simply: List
How do I enable an attachment object in Salesforce?
Go to your page layout, find the related lists. In there you will find the related list for "Notes and Attachments". Drag that onto the related list part of the page layout. You're all set.
How do you turn on notes in lightning?
To create notes in Lightning Experience, you must use the Notes....To set up Notes, enable Notes:From Setup (gear icon), enter Notes Settings in the Quick Find box and select Notes Settings.Make sure Enable Notes is selected.Click Save.
How do I restrict attachments in Salesforce?
Required Editions Click Edit next to the user profile you want to change. In the Administrative Permissions section, enable or disable the Select Files from Salesforce checkbox, and click Save.
How do I restrict access in Salesforce?
Restrict Data Access with Field-Level Security, Permission Sets, and Sharing SettingsFrom Setup, enter Permission Sets in the Quick Find box, and select Permission Sets.Click New, and enter the details. ... Click Save.Click Assigned Apps in the Apps section, then click Edit.More items...
How do I control access in Salesforce?
Control Access to Salesforce Objects and FieldsFrom Setup, enter Profiles in the Quick Find box, then select Profiles, and then select the user profile. ... Click Clone to clone the user profile.Name and save the cloned user profile.Click Object Settings.Click the name of the Salesforce object.Click Edit.More items...
How do I view notes in Salesforce?
Only notes taken with Notes appear on the Notes tab. To create standalone notes or manage all your notes, use the Notes tab (available in Lightning Experience and the Salesforce mobile app). Read old notes that were taken with the old note-taking tool from the Notes & Attachments related list on records.
What is notes and attachments in Salesforce?
In Salesforce, Notes and attachments are used to enter some comments or add external documents along with the Salesforce records. Notes in Salesforce provide the functionality to enter some text which are not mentioned in other fields. Attachments on the other hand, are external documents attached to a record.
How do I view attachments in Salesforce?
Go to the Salesforce Setup menu and under Customize click Activities | Task Page Layout.Click Edit under the Action next to the Page layout.Click Related Lists and on the right-hand side, you should see the Attachments field.Drag and drop it to the Related list section on the page and save it.
Old Note-Taking Tool
The Private Checkbox indicates that note is only accessible to the owner and administrators. For administrators to view private notes, they need the “ View All Data ” permission; to edit them, they need the “ Modify All Data ” permission.
Attachment
The Private Checkbox indicates that the attachment is only accessible to the person who created or attached it and to administrators. For administrators to view private attachments, they need the “ View All Data ” permission; to edit them, they need the “ Modify All Data ” permission.
