Set Up Notes
- Enable NotesFrom Setup, select Enable Notes on the Notes Settings page.
- Add the Notes Related List to Page LayoutsUsing the page layout editor, add the Notes related list to page layouts for all objects where you want users to take notes.
- Let Users Create Notes from the Chatter Publisher, Global Actions Menu, and the Salesforce App Action BarAdd the New Note action to publisher layouts.
- Let Users Take Notes in the Salesforce AppMake sure that your reps can create tasks from notes in the Salesforce app and that Notes appears in the app navigation menu.
- Turn Off Feed Tracking for NotesWant to hide feed updates that tell your users whenever someone creates or changes a note? Now, note feed tracking is controlled by enabling and disabling feed tracking for all related objects. To turn off feed tracking for notes, disable feed tracking for all related objects.