Share Notes and Add Them to Records with Ease

We’ve given the Notes editor some love with better button labels and features that make it a snap to share notes and add them to records. This change applies to Lightning Experience only.

To add (or relate) a note to other Salesforce records, click Add to Records (1).

Go to related records—records with the note already added—from the bottom of the note (2).

Because sharing is caring, we’ve also improved the labels on the sharing pop-up. To share a note with people or groups, click Share (3). The number on the Share button shows how many people and groups you’re sharing the note with.

Notes editor