Enhanced Notes is still off in some older orgs, and the Notes related list will not appear until you switch it on.
- Open Notes Settings
In Lightning Experience, go to Setup, then Feature Settings, then Sales, then Notes Settings. In Salesforce Classic the path is Setup, Customize, Notes, Notes Settings.
- Enable Notes and save
Select Enable Notes and save. Until this is on, the Notes and Attachments related list in Lightning Experience carries attachments only.
- Add the Notes related list
Edit the page layout for each object that matters and drag the Notes related list on. It reads different data from Notes and Attachments.
- Keep the old list in place
Leave Notes and Attachments on the layout while legacy records still matter, then retire it.
Switches on the enhanced editor and the Notes related list.
Decides whether ContentNote records appear on that object.
Keep it while legacy records still matter.
- Orgs on profile-based Chatter rollout must grant Chatter permissions before anyone sees enhanced Notes.
- Notes has no simultaneous editing. Sharing grants viewer access only, and two people editing at once overwrite each other.
- Enabling Notes converts nothing. Legacy records stay where they are.
