Overview

 

Use Notes, our enhanced note-taking tool in Salesforce, to add important information to your records.

  • Use only one note per topic if possible

Table of content

Step-By-Step


Account Owner you can  Create “Visit Minute”

1- In Tabs => Click on  “Accounts”

2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS


 

 

 


Scroll down to the "Notes" related list and click in the button "New Note"

 

 

 

 


1- Fill the “Untitled Note"

2- Click on "Save"

 

 

Related articles   

 

Need help?