![quick note taking quick note taking](https://i.pinimg.com/originals/00/72/55/00725571df09f077cbf5960e5d643bec.jpg)
Both of these related lists appear in both Lightning Experience and Salesforce Classic. That’s because enhanced Notes uses the Notes related list while the classic notes tool uses the Notes & Attachments related list. Why Do I Have Two Notes Related Lists Now?!Īfter you add the Notes related list to your page layouts, your users are probably seeing double. Drag Notes to the Related Lists section, then save your changes. You need to enable enhanced Notes first.Ħ. Note: If you don’t see the Notes related list in the palette, you must have skipped ahead. Select Related Lists in the page layout editor’s palette.From Setup, click the Object Manager tab.To add the Notes related list to your page layouts:
![quick note taking quick note taking](https://thesweetsetup.com/wp-content/uploads/2019/01/Goodnotes-Hero-1.jpg)
But hold that thought…we talk about converting notes later on.) (We recommend moving your org off the classic notes tool as soon as possible so you can limit the number of old-format notes that you’ll need to convert to work with enhanced Notes. Which is great because you can transition all of your users to enhanced Notes at the same time instead of waiting until your company is fully moved over to Lightning Experience. The Notes related list appears on records in Salesforce Classic and Lightning Experience. Now add the related list for enhanced Notes to page layouts (including Account, Asset, Campaign, Case, Contact, Contract, Lead, Opportunity, Product, Quote, Solution, and Custom Objects) so users can create and manage notes that are related to their records. Make Enhanced Notes Available from Records Select Enable Notes, then click Save.From Setup, enter Notes in the Quick Find box, then select Notes Settings.
#Quick note taking how to#
We’ll walk through how to do this in the next few sections.įirst things first, make sure that the enhanced version of Notes is turned on. With Lightning Experience, you can integrate these enhanced note-taking features into all aspects of your users’ workflow. For example, jot down reminders and action items after a customer meeting in Salesforce1, then follow up on the note back in the office from Lightning Experience.
![quick note taking quick note taking](https://resources.library.leeds.ac.uk/note-taking/img/quick-reference-notes.jpg)
Or selectively share private notes with the right people. Keep sensitive information to themselves with private notes.See earlier versions of a note, and revert to an earlier version if necessary.Expand the visibility and impact of important information by relating a note to multiple records, such as relevant opportunities, accounts, and contacts (5).Add clarity and memorability by embedding pictures or images (3).Organize information with bulleted and numbered steps (2).Highlight important details and enhance meaning with rich text formatting like bold and italic (1).Need some convincing that switching to a new note-taking tool is worth it? Here’s a quick review of the benefits that users get with enhanced Notes in Lightning Experience. Let’s look at how to set up and optimize enhanced Notes, and ensure a smooth transition for your users by converting their classic notes to work with the new tool. With enhanced Notes in Lightning Experience, everyone can create better notes, faster, from anywhere. Your users already rely on notes to stay organized. One of the benefits of moving your company to Lightning Experience is how much more efficient it is to do everyday functions.
#Quick note taking pro#
Tune into the Lightning Experience Pro Tip blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way.