How to Add Notes in Salesforce

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Here is a step-by-step tutorial to add notes to records in Salesforce.

1. Go to the record where you want the note added. (Leads, Opportunities, Contacts, Accounts etc.)
2. Find the Notes in the right column and click on New to create a new note.
3. Enter your note details:
   • Add a title for your note (optional but recommended for clarity).
   • Type the content of your note with rich text formatting options.
   • Attach relevant files (documents, images, etc.) if needed.

4. Click on Done to save the note.
5. Additionally, you can add the note to other records by clicking on Add to Records.
6. Look for the record (Eg. Opportunity) you want to add the note to and click on Add.

Note:

• You can edit or delete existing notes using the respective options available within the Notes-related list or Notes tab.
• Notes support rich text formatting and various collaboration features like assigning ownership and mentioning users.
• Consider using note templates to save time by pre-populating common note content or structures.