Considerations for Setting Up and Using Notes

• You can have the legacy and enhanced note-taking tools enabled at the same time in Salesforce. However, you can only read and edit notes by using the tool they were created with.
• If you use Notes, we suppress legacy note quick actions:
  • In the page layout editor
  • In the page layout, if you added a legacy note quick action before you enabled Notes
  • In Process Builder, when you enable new notes
• If you enabled All Related Objects for the User object in Feed Tracking, a note is shared with all users in your company when it’s posted:
  • To a feed that all users can see
  • To a profile
  • To a record
  • To a public group

Notes Limitations

• Notes added to contacts and opportunities don’t roll up under the associated account.
• Notes aren’t automatically added to the parent account.
• The Notes related list isn't supported in Visualforce pages.
• The New Note button isn’t available on the Notes & Attachments related list, or as a global action in Lightning App pages in the Salesforce mobile app.
• You can't create custom fields on the Enhanced Notes object.
• You can't use flows to update the relationship field on a Note record.

Using Notes in Experience Cloud Sites

• Only internal users can create notes and only in Salesforce Classic. Notes appear in the Notes & Attachment section of the record. After a note is created, both internal and Experience Cloud site users can access it. The site user's level of access on the note depends on their level of access on the record.
• Both internal and Experience Cloud site users (with Customer Community, Customer Community Plus, and Partner Community licenses) can create Enhanced Notes using the New Note quick action on the record detail page in Experience Builder sites. Notes are available in the Notes related list. Enhanced Notes aren’t available in sites created by using Salesforce Tabs +Visualforce.
• Enhanced notes created by internal users aren’t visible to Experience Builder site users.

Where Are Notes Features Available?

• Automatic saving is only available in Lightning Experience.
• Reverting to earlier versions is only available in Lightning Experience.
• Adding images to notes is only available in Lightning Experience and Salesforce for iOS.
• Private notes work differently in the partner portal. For example, partners can only share private notes with administrators.
• When you create a new note in Lightning Experience, it appears in a docked composer. In Salesforce Classic, the new note displays in a window.
• Sharing notes is only available in Lightning Experience and Salesforce Classic.
• Seeing all notes that you own from the Notes tab is only available in Lightning Experience and the Salesforce mobile app.
• Creating tasks from notes is only available in the Salesforce mobile app.

Using Notes in the Salesforce Mobile App

Review considerations about Notes on the Salesforce mobile app.

Tip To see the Save and Cancel buttons when adding a note in the Salesforce mobile app, turn the phone so the display shows in landscape mode.

• You can access all your notes from the Notes item in the navigation menu. The Salesforce Classic version of the desktop site doesn’t include a Notes tab. Instead, Salesforce Classic users can access notes from the Files tab.
• You can’t share notes with other users or groups.
• In Salesforce for Android, you can’t add images to notes. You can view images that were added from the desktop site. You can, however, add images to notes using Salesforce for iOS, version 10.0 or later.
• Some rich text options that are available in the desktop site, such as applying a bold or italic font or indenting a paragraph, aren’t available. But you can view formatting that was added from the desktop site.
• You can’t revert to previous versions of notes, but you can view previous versions.
• Spelling errors aren’t highlighted while creating or editing notes.