Salesforce Notes

Notes in Salesforce are features that allow users to add remarks or comments for various Salesforce objects, such as Accounts, Opportunities, Leads, etc.

Recently, while working with Leads in Salesforce, we received a requirement to store extra information. However, this extra information concerns an interaction with a lead. So, after a lot of research, I found out about the Notes feature.

However, to use Notes in Salesforce, we first need to enable it and add it to the page layout of the required object.

In this Salesforce tutorial, we will discuss What notes are and how to enable the notes in Salesforce.

Notes in Salesforce?

We can use notes in Salesforce to include any information, including call logs, meeting notes, specific client or business needs, etc. Moreover, we can also add attachments to the notes like documents, videos, images, etc.

In Salesforce, each user who is authorized to view or modify a record can also access and alter notes. Notes could be a helpful tool for customer interaction, collaboration, and record-keeping.

Also, check: How to create Lead Record Type in Salesforce

Enable Notes in Salesforce

Now that we have an idea about why notes are utilized in Salesforce let us move to the next phase. To utilize notes in Salesforce, first, we need to enable it.

So, here are the following steps:

1. Go to Gear Icon > Click on the Setup option. Enter the Notes in the Quick Find Box. Then click on the Notes Settings option given under Feature Settings > Sales options.

Notes Settings in Salesforce Lightning

2. Once we click on the Notes Settings option, it will open the Note Settings page in Salesforce. From this page, tick marks the Enable Notes option. Click on the Save button.

Enabling Notes in Salesforce Lightning

3. Now, click on the Object Manager option given in the navigation bar. And from the list of objects, select the object to which you want to add the Notes button.

Setup page for Object Manager in Salesforce

4. From the left-side menu, click on the Page Layout option and click on the required Page Layout.

Lead Layout option in Salesforce Lightning

5. After this, from the Lead Layout page, move to the Related List section. And drag the Notes button from the Related List section to the Related List tab. Click on the Save button.

enable notes in Salesforce Lightning

6. Once we implement the above steps, we have successfully enabled and added the Notes feature on the Lead Record page. So, once we open any record given under the Lead object, we will be able to see the Notes section under the Related List section.

Notes feature in Salesforce Lightning

Read: How to create Lead Process in Salesforce

See also  2 Ways to Create a Junction Object in Salesforce

Also, check: How to add lead source in salesforce

Conclusion

In this Salesforce tutorial, we have explained why notes are needed in Salesforce. Moreover, we have also discussed how to enable notes in both Salesforce Classic and Salesforce Lightning step by step.

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