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Sales Productivity
Notes

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Notes

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.

Required Editions

Available in: Salesforce Classic (not available in all orgs), Lightning Experience, and all versions of the Salesforce mobile app
Available in: Group, Essentials, Starter, Professional, Enterprise, Performance, and Unlimited Editions
  • Considerations for Setting Up and Using Notes
    Before setting up Notes, review considerations such as requirements to add the Notes related list to page layouts and information about Notes in the Salesforce mobile app.
  • Guidelines for Working with Notes
    Review guidelines for creating and managing notes, including note ownership and where to manage and delete your notes.
  • Set Up Notes
    Set up Notes to enhance your team’s productivity. Provide users with access to notes on a record page, utility bar, navigation bar, or in the Salesforce mobile app. When you configure Notes, users can add more detail by using rich text, lists, and images in their notes. They can also link notes to specific records for better organization and share them with colleagues to improve collaboration.
  • Share Notes
    Share your notes in Lightning Experience or Salesforce Classic to boost teamwork and keep everyone informed. When you share a note, you control whether others can share or unshare it. Recipients receive an email with a link to the shared note and a message from you. Simultaneous editing of notes isn’t supported to prevent people from overwriting each other’s changes.
  • Protect Sensitive Data with Private Notes
    You rely on notes to streamline your workflow and increase productivity. With private notes, you can record sensitive information while keeping the note in context. You can also selectively share private notes.
  • Revert to a Previous Version of a Note
    With Notes, the enhanced note-taking tool for Salesforce, you can see and restore old versions of notes.
 
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