Print this page

Why is the "New Note" Publisher action not showing in Salesforce1?

Knowledge Article Number 000206849
Description If you are a part of the Pilot Program "Salesforce Notes", the Standard "New Note" Publisher Action will not be visible in Salesforce1. 
 
Resolution If you are a part of the Pilot Program "Salesforce Notes", the Standard "New Note" Publisher Action will not be visible in Salesforce1. There will be a separate "Note" action, and this is the action that will need to be added to your Page Layouts to use Notes in Salesforce1. 

1. From Setup, click Create > Global Actions > Publisher Layouts.
2. Click Edit next to a global publisher layout.
3. Drag the Note action to the Publisher Actions section. Use the Note action—****not the New Note
action.
4. Click Save.
5. If you have additional global publisher layouts, repeat these steps to add the Note action to those, as
well.




promote demote