---
schema_version: "1"
id: bbe84299a950fc1c2270e64b111d9fd9901f6cd580193d0ba77864ed244c231b
title: Set Up Notes
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/notes_admin_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.notes_admin_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b8bb80dc8c7e02f80e00b207b68175142c58dc6c93a93a98679b81272ab54108
description: Set up Notes to enhance your team’s productivity. Provide users with access to notes on a record page, utility bar, navigation bar, or in the Salesforce mobile app. When you configure Notes, users can add more detail by using rich text, lists, and images in their notes. They can also link notes to specific records for better organization and share them with colleagues to improve collaboration.
products:
  - Sales Cloud
  - Cross Cloud
  - Service Cloud Voice
release: "264"
---
# Set Up Notes

Set up Notes to enhance your team’s productivity. Provide users with access to notes on a record page, utility bar, navigation bar, or in the Salesforce mobile app. When you configure Notes, users can add more detail by using rich text, lists, and images in their notes. They can also link notes to specific records for better organization and share them with colleagues to improve collaboration.

### 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: Salesforce Classic (not available in all orgs), Lightning Experience, and all versions of the Salesforce mobile app</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Group</strong>, <strong>Essentials</strong>, <strong>Starter</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d163979e82">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d163979e82 ">To enable Notes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d163979e82 ">
              <p>Customize Application</p>
              <p style="margin-bottom:0;">View Setup and Configuration</p>
            </td>

          </tr>
        </tbody>
      </table>

If you’re migrating notes from Salesforce Classic to Lightning Experience, review the [Magic Mover for Notes and Attachments](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EHAmyUAH) customization guide. Before using the Magic Mover, [add the Files related list to page layouts](https://help.salesforce.com/s/articleView?id=experience.admin_files_related_list_setup.htm&language=en_US).

## Control Where Users Can Access Notes

1. From Setup, enter Notes Settings in the Quick Find box, then select **Notes Settings**. Select **Enable Notes**, then click **Save**.
2. For each object where you want users to take notes, access the page layout editor and add the Notes related list.
    
    See [Customize Related Lists](https://help.salesforce.com/s/articleView?id=platform.customizing_related_lists.htm&language=en_US).
3. Add the New Note action to global publisher layouts.
    
    The New Note action isn’t available on the Notes & Attachments related list or as a global action in Lightning app pages in the Salesforce mobile app. If you override the global publisher layout on any of your object page layouts, add the New Note action to your custom layouts.
    
    See [Add Actions to Global Publisher Layouts](https://help.salesforce.com/s/articleView?id=platform.customizing_global_publisher_layouts.htm&language=en_US).
4. To give users access notes from a utility bar, add Notes as a utility item.
    
    See [Add a Utility Bar to Lightning Apps](https://help.salesforce.com/s/articleView?id=platform.apps_lightning_utilities.htm&language=en_US).
5. To give users access to the Notes home page, add the Notes item to the navigation bar of your Lightning apps.
    
    See [Lightning App Navigation Bar Items](https://help.salesforce.com/s/articleView?id=platform.customize_lex_nav_menus_create.htm&language=en_US).
6. To turn off feed tracking for Notes, from Setup, enter Feed Tracking in the Quick Find box, then select **Feed Tracking**. Select the object you want to turn off feed tracking for, then deselect **All Related Objects**.
    
    See [Feed Tracking](https://help.salesforce.com/s/articleView?id=experience.collab_feed_tracking_overview.htm&language=en_US).

## Set Up Notes for Salesforce Mobile App Users

1. From Setup, enter Activity Settings in the Quick Find box, then select **Activity Settings**.
2. Select **Allow Creation of Tasks from Notes**, then save the page.
3. From Setup, enter Navigation in the Quick Find box, then select **Salesforce Navigation**.
4. Move **Notes** from the Available list to the Selected list. We recommend putting it above **Smart Search Items**.
5. Save the page.

In the Salesforce mobile app, your users can create a task from a note by swiping a line on the note. Alternatively, they can tap ![Blue check mark](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_productivity-264-0-0-production-enus/b2f6c36a-fa61-4a3c-9752-032ce1818a69/sales_productivity/images/notes/notes_taskIcon.png) in the toolbar to add or update the status of an action item. If a user’s profile is assigned more than one Task record type, the user is prompted to choose a record type for the task.

#### See Also

- [Considerations for Setting Up and Using Notes](https://help.salesforce.com/s/articleView?id=sales.notes_considerations.htm&release=264.0.0&type=5 "Before setting up Notes, review considerations such as requirements to add the Notes related list to page layouts and information about Notes in the Salesforce mobile app.")
- [Create Page Layouts](https://help.salesforce.com/s/articleView?id=platform.customize_layoutcreate.htm&type=5&language=en_US)