There are a number of useful fields available for notes and attachments in
Salesforce. There are different fields available for notes taken with Notes, our enhanced
note-taking tool, and notes taken with the old note-taking tool.
Required Editions
| Available in: Salesforce Classic, Lightning Experience, and all versions of the
Salesforce mobile app |
| Available in: Essentials, Group, Professional,
Enterprise, Performance, and Unlimited
Editions
|
Fields for Notes
| Field |
Description |
|
Body
|
Text of the note. Can hold up to 50 MB of data. |
|
Title
|
Subject of note. Maximum of 200 characters. |
Fields for the Old Note-Taking Tool
| Field |
Description |
|
Body
|
Text of the note. Can hold up to 32 KB of data. |
|
Private
|
Checkbox to indicate that note is only accessible to the owner
and administrators. For administrators to view private notes, they
need the “View All Data” permission; to edit them,
they need the “Modify All Data” permission. |
|
Title
|
Short description of note. Maximum of 80 characters. |
Fields for Attachments
| Attachment
Fields |
| Field |
Description |
|
Description
|
Description of the uploaded file. Maximum of 500
characters. |
|
File Name
|
Name of the uploaded file. |
|
Private
|
Checkbox to indicate that the attachment is only accessible to
the person who created or attached it and to administrators. For
administrators to view private attachments, they need the
“View All Data” permission; to edit them, they need
the “Modify All Data” permission. |
|
Share With Connections
|
Checkbox to indicate that the attachment is shared with
connections when the parent record is shared. This checkbox is only available if
Salesforce to Salesforce is enabled, the parent record is
shared, and the attachment is public. |
|
Size
|
Size of the uploaded file. |