Share a Note with Users or Groups in Salesforce Classic | Salesforce
Share a Note with Users or Groups in Salesforce Classic
Collaborate with your colleagues by sharing your notes with other Salesforce users or Chatter groups.
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.
Navigate to a note you’d like to share.
In the note window, click Note Sharing Settings.
Choose whether you’d like to share with another user, a group, or a library.
Enter the names of users or groups you want to share with.
For each user or group, choose whether you want them to be a viewer or a collaborator. Only collaborators can edit the note you share.
Enter a short message to the recipients. When you share your note, the recipients receive an email which includes your message, if any.
To prevent the recipients from sharing or unsharing the note themselves, click Prevent others from sharing and unsharing.
The users you share with receive an email with a link to the shared note.