#Boostnote chart how to

We’ll walk through how to do this in the next few sections.įirst things first, make sure that the enhanced version of Notes is turned on. With Lightning Experience, you can integrate these enhanced note-taking features into all aspects of your users’ workflow. For example, jot down reminders and action items after a customer meeting in Salesforce1, then follow up on the note back in the office from Lightning Experience. Work on notes seamlessly between Lightning Experience and the Salesforce1 mobile app.Or selectively share private notes with the right people. Keep sensitive information to themselves with private notes.See earlier versions of a note, and revert to an earlier version if necessary.Expand the visibility and impact of important information by relating a note to multiple records, such as relevant opportunities, accounts, and contacts (5).

Add clarity and memorability by embedding pictures or images (3).

Organize information with bulleted and numbered steps (2).

Highlight important details and enhance meaning with rich text formatting like bold and italic (1).

Need some convincing that switching to a new note-taking tool is worth it? Here’s a quick review of the benefits that users get with enhanced Notes in Lightning Experience. Let’s look at how to set up and optimize enhanced Notes, and ensure a smooth transition for your users by converting their classic notes to work with the new tool. With enhanced Notes in Lightning Experience, everyone can create better notes, faster, from anywhere. Your users already rely on notes to stay organized. One of the benefits of moving your company to Lightning Experience is how much more efficient it is to do everyday functions. Tune into the Lightning Experience Pro Tip blog series to learn about setting up Lightning Experience and how to avoid common gotchas along the way.