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Note and Attachment Fields
There are a number of useful fields available for notes and attachments in Salesforce. There are different fields available for notes taken with Notes, our enhanced note-taking tool, and notes taken with the old note-taking tool.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the Salesforce mobile app |
| Available in: Essentials, Group, Professional, Enterprise, Performance, and Unlimited Editions |
Fields for Notes
Note In 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
| Field | Description |
|---|---|
| Body | Text of the note. Can hold up to 32 KB of data. |
| Private | Checkbox to indicate 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. |
| Title | Short description of note. Maximum of 80 characters. |
Fields for Attachments
| Attachment Fields | |
|---|---|
| Field | Description |
| Description | Description of the uploaded file. Maximum of 500 characters. |
| File Name | Name of the uploaded file. |
| Private | Checkbox to indicate 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. |
| Share With Connections | Checkbox to indicate that the attachment is shared with connections when the parent record is shared. This checkbox is only available if Salesforce to Salesforce is enabled, the parent record is shared, and the attachment is public. |
| Size | Size of the uploaded file. |
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