Notes: Pop Out Notes from the Utility Bar

Your sales reps can more easily take notes now that the Notes composer pops out into its own window from the utility bar. Reps can move it around as needed, because it isn’t docked to the bottom corner of the window.

Where: This change applies to Lightning Experience in Essentials, Group, Professional, Enterprise, Performance, and Unlimited editions.

Why: With Notes in a separate window, reps can multitask in Salesforce.

Notes in the utility bar

How: To update a utility bar, in Setup, enter App in the Quick Find box, then select App Manager. Edit an existing utility bar, or create one. Add Notes to the bar from the Utility Items app setting. The Notes composer pops out automatically.