Overview
Use Notes, our enhanced note-taking tool in Salesforce, to add important information to your records.
Table of content
Step-By-Step
STEP 1
1- In Tabs => Click on “Accounts”
2- In View Menus => Select “My Accounts”
3- In ListViews => Click on “Account” e.g. SAP SE
STEP 2
Scroll down to the "Notes" related list and click in the button "New"
STEP 3
1- Replace the “Untitled Note" by a title
Write the note in the free text zone.
2- Click on "Done"
Need help?
How to ask for assistance?
Dear SalesForce Convergence user,
For any question or issue regarding Convergence, please :
- create a request in Service One with the following information:
- I want to update data in Convergence → Maintain data ownership in CONVERGENCE
- I want to mass upload procurement data → Maintain procurement data in CONVERGENCE
- Process : Data & Analysis
- PTP-Subprocess: Purchasing Tools Support
- PTP-Category: Convergence
For account creation, please refer to here.
Thank you very much,
Convergence Team.
The best way to get IT support is to use the new
Service One Platform.