---
schema_version: "1"
id: 61f4fcf43915570560bbe3e6531e4d7d1d4febfef43e822a1f7de338babf903a
title: Shared Notes and Customer Tasks
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/cg_concept_admin_shared_notes_customer_tasks.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.cg_concept_admin_shared_notes_customer_tasks.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c6a3d4fdcf7bd521cc33e9cecba394e2799cc987e93609dc55442b0ebb7b2706
description: Sharing customer-related information across the team creates transparency and ensures customer satisfaction. Customer tasks such as customer inquiries, issues, and concerns are shared across the field force team and back-office personnel to ensure transparency.
products:
  - Consumer Goods
release: "264"
---
# Shared Notes and Customer Tasks

Sharing customer-related information across the team creates transparency and ensures customer satisfaction. Customer tasks such as customer inquiries, issues, and concerns are shared across the field force team and back-office personnel to ensure transparency.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions that have Consumer Goods Cloud enabled.</td></tr></tbody></table>

Sales reps work closely with store managers and must be consistently aware of various store situations, customer concerns, or planned activities. Additionally, this information becomes more important when a sales rep gets substituted by another user or when a supervisor is interacting with this client.

It's equally important to collaborate closely for customer concerns that a customer can raise via customer service. Notes that have been taken during a customer visit or by back-office personnel are available as shared notes.

Shared notes can serve in various business scenarios including the ones listed here.

- A substitute user gets relevant information on a customer.
- Customer service is adding a note for the field force team.
- The sales rep maintains customer or visit-specific information that might be relevant for the supervisor’s planning.
- The supervisor places a note that's to be considered by the sales rep during the visit execution.