In this Salesforce tutorial, we will discuss how to enable the notes in Salesforce Classic as well as Salesforce Lightning.
Recently, while working with Leads in Salesforce, we got a requirement where we need to store extra information. However, this extra information is about interaction with a lead. So, after a lot of research, I found out about the Notes feature.
But, to use Notes in Salesforce, first, we need to enable it and add it to the page layout of the required object.
So, in this tutorial, we will see the following topics related to enabling Notes in Salesforce.
- What are notes in Salesforce?
- How to enable notes in Salesforce Lightning
- How to enable notes in Salesforce Classic
What are notes in Salesforce?
The Notes in Salesforce are features that allow users to add remarks or comments for various Salesforce objects. However, these objects could be any object like Accounts, Oppernutinity, Leads, etc.
We can use notes in Salesforce to include any type of 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
How to enable notes in Salesforce Lightning
Now that we got 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 steps that we can follow to enable notes in Salesforce Lightning Edition:
Step-1: First, log in to your Salesforce Lightning account and open the Home Setup page. For this, click on the gear icon (⚙️) and then click on the Setup option.
Step-2: From the Home Setup page, under the Quick Find search box, search for Notes. Then click on the Notes Settings option given under Feature Settings > Sales options.
Step-3: Once we click on the Notes Settings option, it will open the Note Settings page in Salesforce Lightning. From this page, tick marks (✔️) the Enable Notes option.
Step-4: At last, click on the Save button to enable the Notes option in Salesforce Lightning.
Step-5: Next, 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.
In our example, we have selected the Lead object from the Object Manager page.
Step-6: From the left-side menu, click on the Page Layout option and click on the required Page Layout.
Here in this example, we selected the Lead Layout page
Step-7: 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.
Step-8: At last, click on the Save button to add the Noted section to the Page layout of any object in Salesforce Lightning.
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.
Read: How to create Lead Process in Salesforce
How to enable notes in Salesforce Classic
Here in this section, we will discuss the steps to enable the Notes feature in the Salesforce Classic edition.
1: First, log in to your Salesforce Classic account, and you will be redirected to the Home page. Now, from the Home Setup page, click on the Setup option given in the top right corner.
2: Next, from the Quick Find search box, search for Notes and click on the Notes Settings option given under the Build > Customize > Notes section.
3: Once we click on the Notes Settings option, it will open the Note Settings page in Salesforce Classic. From this page, tick marks (✔️) the Enable Notes option and click on Save button.
4: Next, from the Quick Find search box, search for Lead and expand the Leads option given under the Customize section.
5: After expanding Leads, click on the Page Layout option. This will open the Page Layout page for the Leads object.
6: From the Page Layouts page, we need to select the Page Layout for which we want the Notes feature. Moreover, for that specific option, click on the Edit option given corresponding to it.
In our example, we selected the Lead Layout option.
7: Next, click on the Related List section and then drag the Notes button from the Related List section to the Related List tab.
8: Therefore, click on the Save button to add the Noted section to the Page Layout of the Leads object in Salesforce Classic.
After implementing all these steps, we successfully enabled and added the Notes feature on the Classic Lead Record page.
Now, when we open any record given under the Lead object, we will be able to see the Notes section just after the Lead Details section.
Also, check: How to add lead source in salesforce
Conclusion
So, in this Salesforce tutorial, we have explained why do we need notes in Salesforce. Moreover, we have also discussed how to enable notes in both Salesforce Classic and Salesforce Lightning step by step.
Here is the list of topics that we illustrated.
- What are notes in Salesforce?
- How to enable notes in Salesforce Lightning
- How to enable notes in Salesforce Classic
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.