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How to add notes in Salesforce

Here is how to add notes in salesforce

  1. First click on "Acme - 1,200 Widgets" opportunity link in the opportunities list
  2. Click on "Notes" link in the right sidebar to open the notes section
  3. Click the "New" button in the top-right corner of the Notes page
  4. Click on the empty title field in the new note dialog to type in your desired title name
  5. Type the content of your note
  6. Edit your note using the tools provided here
  7. Click in the note compose text area and enter the production team delay information
  8. Finally click the "Done" button to save the new note

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Why should you add notes in Salesforce

Salesforce is a powerful customer relationship management (CRM) platform designed to streamline business operations and enhance customer engagement.

Adding notes in Salesforce is a feature that allows users to efficiently track and document important information related to clients, contacts, or transactions. By using this functionality, team members can easily share insights and updates, facilitating seamless communication and collaboration across the organization.

Capturing notes directly within Salesforce ensures that critical details are preserved and accessible, boosting productivity and accountability. This contributes to more informed decision-making and higher levels of customer satisfaction.

Last update
February 24, 2026
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