Changes to the 'Notes and Attachments' Related List, 'New Note' and 'Upload Files' Buttons in Salesforce Classic and Lightning Experience

‘Upload Files’ button available in 'Note & Attachments' related list

In Salesforce Classic, the 'Upload Files' button is only available in the 'Notes and Attachments' related list if you enable the preference 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments' in Setup. To enable: enter Salesforce Files in the Quick Find box, then select General Settings.

Note: This preference does not apply to the 'Attachments' related list for Task and Event objects. Files added to the Attachments related list on activities are always added as attachment records, not as Files.

If the preference is disabled, users see the 'Attach File' button in the 'Notes and Attachments' related list. However, only the 'Upload Files' button is available in Lightning Experience, even if the preference is not enabled.

‘New Note’ button available in 'Note & Attachments' related list

Before Spring ’17, you had to enable the ‘enhanced note-taking tool’ for the ‘New Note’ button to be visible in the ‘Notes & Attachments’ related list. (To enable: Enter Notes into setup Quick Find box, then select Notes Settings). After Spring ’17, the ‘New Note’ button became visible in the ‘Notes & Attachments’ related list.


Note the following differences in availability and behavior of the 'New Note' button in:
 

• Classic - the 'New Note' button is available in the Notes & Attachment related list. This button will always create a legacy note record regardless of whether enhanced notes have been enabled for your org. For best practices and recommendations regarding the use of legacy notes in Classic for your org's situation, see Considerations for usage of note-taking tool 'Notes' and 'Files' functionality  for more details.

• Lightning - the Notes & Attachments related list only has the ‘Upload Files’ button available. This is expected and if users need the ability to interact with notes, an administrator will need to enable enhanced Notes and apply the Notes related list to layouts. See Considerations for Setting Up Notes and Files and Content: What’s Different or Not Available in Lightning Experience for more details.

To continue using the enhanced note-taking feature, an administrator will need to first Configure Page Layouts for Notes so that Users can view and create Notes via the related list.