Share your notes in Lightning Experience or Salesforce Classic to boost teamwork and keep everyone informed. When you share a note, you control whether others can share or unshare it. Recipients receive an email with a link to the shared note and a message from you. Simultaneous editing of notes isn’t supported to prevent people from overwriting each other’s changes.
Required Editions
| Available in: Salesforce Classic (not available in all orgs), Lightning Experience, and all versions of the Salesforce mobile app |
| Available in: Group, Essentials, Starter, Professional, Enterprise, Performance, and Unlimited Editions |
Share Notes in Lightning Experience
Increase collaboration by sharing your notes with people and groups in Lightning Experience.
Notes doesn’t support simultaneous editing. This restriction prevents multiple people from editing a note at the same time. If multiple people change a note at the same time, they overwrite each other’s changes.
- Open a note in the Notes related list.
- Click Share.
- Select who you’d like to share with.
- Enter a short message to the recipients.
- To prevent the recipients from sharing or unsharing the note, open the Who Can Access section and click Prevent others from sharing and unsharing.
- Click Share.
The people you shared with receive an email with your message and a link to the shared note.
Share Notes in Salesforce Classic
Increase collaboration by sharing your notes with people and groups in Salesforce Classic.
- Open a note.
- Click Note Sharing Settings and choose Share with people or Share with groups.
- Select who you’d like to share with and their level of access.
- Enter a short message to the recipients.
- To prevent the recipients from sharing or unsharing the note, click Prevent others from sharing and unsharing.
- Click Share.
The people you shared with receive an email with your message and a link to the shared note.