Salesforce Will Simple Notes Uploaded Show in Lightning Notes

Tune into the Lightning Experience Pro Tip web log series to learn most setting up Lightning Feel and how to avoid common gotchas forth the manner.

One of the benefits of moving your visitor to Lightning Experience is how much more than efficient it is to do everyday functions. Your users already rely on notes to stay organized. So have things to the next level. With enhanced Notes in Lightning Feel, everyone can create better notes, faster, from anywhere. Voilà, improve productivity!

Let's expect at how to set up and optimize enhanced Notes, and ensure a polish transition for your users by converting their classic notes to piece of work with the new tool.

What Puts the Enhanced in Enhanced Notes

Need some convincing that switching to a new note-taking tool is worth it? Hither's a quick review of the benefits that users get with enhanced Notes in Lightning Experience.

Users can:

Highlight important details and enhance pregnant with rich text formatting like bold and italic (1).
Organize data with bulleted and numbered steps (2).
Add clarity and memorability by embedding pictures or images (3).
Share notes with people or groups (4).
Expand the visibility and impact of of import data by relating a annotation to multiple records, such as relevant opportunities, accounts, and contacts (5).
Encounter earlier versions of a note, and revert to an earlier version if necessary. (When viewed from Notes home page only)
Go on sensitive information to themselves with private notes. Or selectively share private notes with the right people. (Available with the Winter '18 release)
Work on notes seamlessly between Lightning Feel and the Salesforce1 mobile app. For example, jot down reminders and action items after a customer coming together in Salesforce1, then follow upward on the note dorsum in the office from Lightning Experience.

With Lightning Feel, you can integrate these enhanced note-taking features into all aspects of your users' workflow. Nosotros'll walk through how to practise this in the next few sections.

Enable Enhanced Notes

First things offset, brand sure that the enhanced version of Notes is turned on.

From Setup, enter Notes in the Quick Find box, and then select Notes Settings .
Select Enable Notes , then click Salvage .

Make Enhanced Notes Bachelor from Records

At present 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.

The Notes related list appears on records in Salesforce Classic and Lightning Feel. 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. (We recommend moving your org off the classic notes tool as before long equally possible so you lot can limit the number of old-format notes that you'll need to catechumen to piece of work with enhanced Notes. Merely hold that thought…we talk virtually converting notes later on.)

To add the Notes related list to your page layouts:

From Setup, click the Object Director tab.
Selection an object. Let's start with account pages.
Click Folio Layouts .
Edit each desired folio layout.
Select Related Lists in the page layout editor's palette.

Annotation: If you don't see the Notes related list in the palette, you must have skipped alee. Yous need to enable enhanced Notes commencement.

6. Drag Notes to the Related Lists section, then save your changes.

Why Do I Have 2 Notes Related Lists Now?!

Later yous add the Notes related list to your page layouts, your users are probably seeing double.

That's because enhanced Notes uses the Notes related list while the classic notes tool uses the Notes & Attachments related list. Both of these related lists appear in both Lightning Experience and Salesforce Classic.

Having two notes related lists on the same page isn't an ideal long-term situation, apparently. But until you finish the transition to enhanced Notes, the Notes & Attachments related list is the only way users tin can access classic notes. So we recommend keeping the old notes related listing effectually temporarily.

When transitioning to enhanced Notes, smooth the fashion for anybody (yourself included) with these best practices.

Instruct all users to create enhanced notes only, regardless of the user interface they piece of work in. This ensures that anybody adopts the new tool at the same time and stops the proliferation of more erstwhile-format notes that you lot'll just demand to convert.

Give your users an overview of what they can and can't do with the archetype and enhanced Notes tools, in Lightning Feel and Salesforce Archetype.

As you can see from this table, your users get the best, total-featured experience using enhanced Notes in Lightning Experience. Simply another reason to make the move to Lightning Experience as soon equally possible! Merely fifty-fifty for users still working in Salesforce Classic, enhanced Notes offers a ameliorate experience than the old notes tool.

More Arrows in Your Quiver

With Lightning Feel, you can greatly amend your org'due south productivity by embedding enhanced Notes into other areas of the interface. Include note-taking deportment in the Lightning Experience header, the highlights panel on records, and Lightning app utility bars and then users can jot downwardly notes from anywhere in the app, without switching away from other piece of work in progress. And add the Notes item to your Lightning apps so users have access to the Notes habitation page where they can work with all of their notes.

Create Notes from Anywhere in Lightning Experience

Users can create notes from any page using the Global Actions carte du jour in the Lightning Experience header.

The New Notation activeness opens a composer window. Because this is a global action, users can create enhanced notes that aren't related to any specific record. But they can likewise opt to add together a note to one or more than records, without having to navigate there.

The Global Actions carte du jour displays global actions from the Salesforce1 and Lightning Experience Actions section of the global publisher layout. If New Note is missing from the menu, make certain that enhanced Notes is enabled and that the New Note global action is added to the global publisher layout. If y'all'd like step-by-footstep help doing this, see Let Users Create Notes from the Chatter Publisher, Global Deportment Menu, and Salesforce1 Action Bar in the Salesforce Aid.

Create Notes for the Electric current Record

Assist your users relieve time and scrolling by including a note-taking pick in the activity bill of fare in a record's highlights console. Action menu actions are object-specific, so notes created this mode are automatically related to the current record.

A tape'south action menu is populated by the Salesforce1 and Lightning Experience Deportment section on the object's page layout. If New Annotation is missing from the menu, make certain that enhanced Notes is enabled and that the New Note object-specific action is added to the advisable page layout. If y'all'd like more help doing this, see Customize Deportment with the Enhanced Page Layout Editor in the Salesforce Help.

Note : When enhanced Notes is turned on, all object-specific New Notation deportment anywhere in Lightning Experience or Salesforce Classic switch to creating enhanced notes. The but style to create a archetype notation is to switch to Salesforce Classic and utilise the New push button on the Notes & Attachments related list.

View and Create Notes from Anywhere in a Lightning App

Brand enhanced Notes a fixture in your Lightning apps with a utility bar. A utility bar is a stock-still footer that provides quick access to productivity tools, including the Notes utility.

Equally of Winter 'eighteen, the Notes utility combines Notes listing views and the New Notes global activeness into a panel that users can pop up anytime. This super handy panel stays open until the user wants to close it, meaning they can navigate around to other pages while keeping an eye on their notes and jotting down new notes as needed.

To edit a note in a list view, just click it and a composer window pops upward.

To add the Notes utility to a new or existing Lightning app, get to Setup in Lightning Feel. Enter App in the Quick Notice box, then select App Manager . For step-by-step help, check out Add a Utility Bar to Lightning Apps in the Salesforce Assistance. If you don't encounter Notes in the list of standard utilities, make sure that enhanced Notes is enabled.

Manage Notes from the Notes Domicile Folio

The Notes home folio is the place where users tin can see and manage all of their notes, whether they're related to records or non. The dwelling house page includes several list views so it's easier to find specific notes. And when viewing notes from the dwelling page, users can review previous versions to see what's changed, or revert to a previous version if needed.

Admission the Notes dwelling page from the Notes detail in the App Launcher. But y'all tin arrive easier for users by including the Notes detail in the navigation bar of your Lightning apps.

From Setup in Lightning Experience, enter App in the Quick Notice box, then select App Manager . For more than details, check out Lightning App Navigation Bar Items in the Salesforce Help.

Let Users Take Enhanced Notes in Salesforce1

Imagine the fourth dimension savings if a rep can whip off a quick note well-nigh a customer coming together earlier heading back to the car. Or the benefits of recording a shop display upshot past snapping a picture and adding it to a note instead of typing up the problem. Requite your Salesforce1 users a huge boost by making certain they're set up to use enhanced Notes on the go.

In addition to the setup tasks we've already covered, there's one actress step to include enhanced Notes in the Salesforce1 navigation carte du jour.

From Setup, enter Navigation in the Quick Find box, then select Salesforce1 Navigation .
Movement Notes from the Available list to the Selected list.
We recommend adding Notes above Smart Search Items so it displays above the Recent Items department in the navigation carte.
Click Save .

Convert Archetype Notes to Enhanced Notes

You're virtually finished transitioning your org to enhanced Notes! The last step is to drift your users' classic notes and then they piece of work with enhanced Notes.

Remember that sounds like a lot of work? Don't worry, nosotros have your back! We're difficult at piece of work on a Notes and Attachments Migration tool that yous'll be able to download from the AppExchange. The tool will do bulk conversions of classic notes to enhanced notes. (The tool won't support converting private notes simply however, only that option is on the roadmap.) Keep an eye on the Release Notes Changes section in the Salesforce Winter 'eighteen Release Notes to see when the new tool is available.

Want those one-time notes converted yesterday? See if this Open Source conversion tool from Douglas Ayers will practise the play tricks.

Close the Book on Classic Notes

Remember, because enhanced Notes is available in Salesforce Classic, you lot don't have to wait until y'all've moved all of your users to Lightning Experience to disable the classic notes tool. Disabling archetype notes is as simple as removing the Notes & Attachments related listing from all of your page layouts, which removes the last remaining interface for creating notes in the archetype format.

But a word of caution! Just like the name says, the Notes & Attachments related list includes attachments besides as notes. Earlier you remove this related list, brand sure users have an alternative mode to access the info in their attachments—which yous do past converting attachments to Salesforce Files.

Converting attachments to files simply happens to exist a subject in the next topic in the Lightning Experience Pro Tips series, so stay tuned. Or skip ahead and get started now with the Attachments to Files conversion app on AppExchange.

Additional Resource

Help: Notes
Aid: Add a Utility Bar to Lightning Apps

And bank check out other tips for setting up and customizing Lightning Experience by following the Pro Tip series:

Tailor the Activity Timeline for Your Lightning Experience Users
Boost Productivity with Activity Actions in Lightning Experience

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Source: https://admin.salesforce.com/blog/2017/pro-tip-boost-note-taking-enhanced-notes-lightning-experience