To let your users take rich text notes, set up Notes, our enhanced note-taking tool.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
|To view page layouts:||“View Setup and Configuration”|
|To edit page layouts:||“Customize Application”|
|To customize action layouts and page layouts:||“Customize Application”|
Make sure that the Notes related list is included on your page layouts.
Make sure that Notes is enabled. From Setup, enter Notes Settings in the Quick Find box, then select Notes Settings. Then, make sure Enable Notes is selected.
To let users take notes from the Chatter publisher, the Global Actions menu, and the Salesforce1 action bar, add the New Note quick action to Quick Actions in the Salesforce Classic Publisher and Salesforce1 and Lightning Experience Actions sections on the global publisher layout.
If you’ve overridden the global publisher layout on any of your object page layouts, add the New Note quick action to your custom layouts, too.
To let your users easily take notes in Salesforce1:
Make sure that your users can create tasks from notes in Salesforce1. From Setup, enter Activity Settings in the Quick Find box, then select Activity Settings. Select Allow Creation of Tasks from Notes.
Make sure that Notes appears in your organization’s Salesforce1 navigation menu. From Setup, enter Navigation in the Quick Find box, select Salesforce1 Navigation, and then move Notes from the Available list to the Selected list. We recommend putting it above Smart Search Items.
In Salesforce1, your users can create tasks just by swiping lines in a note. If a user’s profile is assigned more than one Task record type, the user is prompted to choose a record type for the task.