Notes
The enhanced notes feature in Salesforce (Lightning Experience) that provides a rich-text editor for creating notes associated with records, supporting formatting, lists, and images, replacing the legacy Notes & Attachments related list.
Definition
The enhanced notes feature in Salesforce (Lightning Experience) that provides a rich-text editor for creating notes associated with records, supporting formatting, lists, and images, replacing the legacy Notes & Attachments related list.
In plain English
“Notes is the modern note-taking feature in Salesforce Lightning Experience. It provides a rich-text editor for creating notes attached to records, supporting formatting, lists, and images. It replaced the older Notes & Attachments related list with a better experience.”
Worked example
A sales rep at Brightpath Consulting opens an Opportunity record and adds a Note: "Discussed pricing concerns - CFO wants 15% discount for multi-year commitment. Champion says board review is the gate, mid-May." The enhanced Notes editor handles formatting (bold, bulleted lists, headings) and attaches the Note directly to the Opportunity record as a ContentNote. Later, she views the Notes related list to see all Notes on that Opportunity - much cleaner than the old Notes & Attachments list that mixed notes with file attachments. Notes are also searchable via global search and can be shared with specific users or made visible to everyone with access to the parent record.
Why Notes matters
Notes is the enhanced notes feature in Salesforce (Lightning Experience) that provides a rich-text editor for creating notes associated with records, supporting formatting, lists, and images. It replaced the legacy Notes & Attachments related list with a more modern experience that handles content better and integrates with the Salesforce Files framework. Notes appear as a related list on records and can be searched, edited, and shared.
The new Notes feature is significantly better than the legacy Notes & Attachments approach because it supports rich text formatting (bold, italic, lists, links), inline images, and a cleaner editing experience. For Salesforce orgs that haven't migrated from legacy notes yet, the upgrade is usually worth doing because the modern experience is more usable. Notes are stored as Files behind the scenes, integrating with the broader Salesforce Files content management system.
How organizations use Notes
Migrated from legacy Notes & Attachments to enhanced Notes during their Lightning Experience rollout, gaining rich text and better usability.
Trains users on enhanced Notes features like rich text formatting and inline images that the legacy system didn't support.
Uses enhanced Notes as the standard for capturing record-level notes, treating legacy notes as a legacy concept.
Test your knowledge
Q1. What is Notes in Lightning Experience?
Q2. What does enhanced Notes support?
Q3. What does it replace?
Discussion
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