Create Notes and Add Them to Records in Salesforce Lightning Experience | Salesforce
Notes let you add important information to your records so you can stay organized.
|Available in: Lightning Experience|
|Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions|
These steps work in Lightning Experience. 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 the record’s Notes related list, click New. Or, to create a note that’s related to a different record or no record at all, click the Global Actions icon and select New Note.
Enter a title and body text. You can add images to your note.
Relate the note to other records, if needed.
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.