Using Notes in Lightning Experience

  • Online (Lightning only)

To enable collaboration on event planning, Online Lightning users can now use Notes for events management. In Salesforce Classic, users added notes and external files via the Notes & Attachments related list. In Lightning Experience, the legacy Notes & Attachments functionality is separated into two features: Salesforce Files, for attaching external files, and Notes, for creating rich-text notes on a record. Notes functionality is now supported for VisualForce pages on certain events-related objects, enabling Lightning users to leave relevant notes when planning and executing an event.

For example, Sarah Jones works with three colleagues to plan a speaker event for Verteo BioPharma. On the event contract record, Sarah creates a note with more information about the contract and speaker. The note is attached to the contract record via the Notes related list, where other users can view the note.

Considerations

  • This feature supports VisualForce pages on the following objects:
  • Contract_vod
  • Contract_Partner_vod
  • Expense_Header_vod
  • EM_Attendee_vod
  • EM_Event_vod
  • EM_Event_Material_vod
  • EM_Event_Budget_vod
  • EM_Event_Speaker_vod
  • For Notes on VisualForce pages, the Created By field displays the user who last modified the record, instead of the user who created the record

Prerequisites

Configuring Enhanced Notes

To enable this feature:

  1. In Salesforce, navigate to Setup > Notes Settings > Enable Notes.
  2. Select the Enable Notes check box.
  3. Add the Notes related list to the appropriate page layouts.
  4. Ensure the Notes & Attachments related list is on the appropriate page layouts.

    This feature does not replace the Notes & Attachments related list used to attach and manage external files related to a record. To view legacy notes and files, users still need access to the Notes & Attachments related list.

  5. Refresh the event configuration metadata and layout rules. The Notes related list does not display until the metadata and layout rules are refreshed.

Using Notes

Users create new notes and manage existing notes from the Notes related list. There are two entry points for creating and managing notes: from the Notes page, or from the Notes pop-up panel.

Creating Notes from the Notes Page

To create a new note from the standard Notes page:

  1. Navigate to the appropriate record.
  2. Navigate to the Notes related list.
  3. Select the New Note button.

    The columns displayed vary depending on the object. Column labels and headers are different for each VisualForce page type.

  4. Enter the appropriate text and title. Notes are automatically saved as the user types.

Users can edit, share, and delete notes from the Notes page.

Creating Notes from the Notes Pop-up

Creating Notes from the Notes pop-up, instead of the Notes page, enables users to view and navigate to other pages while editing the new note.


To create a new note from the Notes pop-up:

  1. Navigate to the appropriate record.
  2. Navigate to the Notes related list.
  3. Select the View All button on the Notes related list.
  4. Select the New button to create a new note. The notes pop-up panel displays, where users can edit, share, and delete notes while still viewing the Notes related list, or navigate to any other page in Veeva CRM.

To edit an existing note, select the note’s title in the related list. The existing note displays in a pop-up panel.

Relating Notes to Records

When users create a note from a record detail page, the Related To field is automatically populated with a link to the appropriate record. The same note can be added to multiple records.

When a note is added to an additional record, all other users with access to the record can view the note.

To search for and add the note to additional records, select the Add to Records button.

To return to the record detail page, select the appropriate link in the Related to field. Using the browser’s back button causes the page to refresh.

Editing Existing Notes

To edit an existing note, select the note’s title from the related list.

To view additional notes from the Notes related list on a record detail page, select the View All or Show All buttons.

If the Notes related list is not on the record type page layout for a particular record, users cannot view notes using the View All button.

For more information on using Notes, see Salesforce’s Notes documentation.

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