Revert to a Previous Version of a Note

With Notes, the enhanced note-taking tool for Salesforce, you can see and restore old versions of notes.

Required Editions

Available in: Lightning Experience

Available in: Group, Starter, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Note These steps work in Lightning Experience. If you see the App Launcher icon () on the left side of the navigation bar at the top of your screen, you're in Lightning Experience. If not, you're in Salesforce Classic.

1. From the Notes home page, click the note title.
2. In the note window, click next to View Version History.
3. From the list, select the version of the note you’d like to view.
4. To restore the selected version of the note, click Restore.