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Notes Related List in Salesforce Lightning Experience

Veröffentlichungsdatum: Apr 14, 2025
Beschreibung

'Notes' is a standalone Related List within Lightning Experience.  

Note for Salesforce Classic:

  • If Notes are not enabled, then the old 'Notes and Attachments' related list will still have Notes within Salesforce Classic.
  • If Notes are enabled, Notes will have their own related list (same as in Lightning).
Lösung

Activate 'Notes' in Lightning Experience

Classic: Go to Setup | Customize | Notes | Notes Settings | Enable Notes
Lightning: Click the Gear icon then go to Setup | Feature Settings | Sales | Notes Settings 

Select the "Enable Notes" option and click Save.

This is the only way to use Notes within Lightning.  If Notes are not enabled, the 'Notes and Attachments' related list in Lightning will only be available for Attachments.  

The Lightning Notes feature may also be called 'Enhanced Notes' in some Help documentation, which can lead to confusion. 'Notes' and 'Enhanced Notes' reference the same Feature.

Refer also to the Salesforce Help documentation on Notes.

Nummer des Knowledge-Artikels

000382720

 
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Salesforce Help | Article