Create Notes and Add Them to Records in Salesforce Classic | Salesforce
Create Notes and Add Them to Records in Salesforce Classic
Add important information to your records using Notes, our enhanced note-taking tool in Salesforce, so you can be more organized and increase productivity.
Available in: Salesforce Classic
Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions
These steps work in Salesforce Classic. If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic.
From a record’s Notes related list, click New Note. Or, to create a private, stand-only note that’s not related to a record, go to the Files tab and click any of the Notes filters to show the New Note option.
Enter a title and body text.
Save the note.
Notes taken with the enhanced version of Notes appear in the record’s Notes related list, while notes taken with the old note-taking tool appear in the record’s Notes & Attachments related list.