Notes: Add Important Information to Records (Generally Available)

Our enhanced note-taking tool helps sales team players stay organized by taking better notes faster—and now for events, tasks, and cases. This feature is available in both Lightning Experience and Salesforce Classic.
Available in Lightning Experience in: Professional, Enterprise, Performance, Unlimited, and Developer Editions

Available in Salesforce Classic in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions


Important

Important

If your organization used the beta version of Notes or you’ve been using Salesforce prior to Winter ’16 and want to start using Notes, you need to first Configure Page Layouts for Notes.

Lightning users manage their notes from the Notes icon in the navigation bar, and can relate a single note to multiple records.NotesSalesforce Classic users continue to manage notes from the Files tab.Notes in Salesforce Classic