How to display Notes in Salesforce Lightning?
To add the Notes object to an Opportunity view in Salesforce Lightning, follow these steps:
Step 1. Enable Notes (if not already enabled)
Before adding Notes to the Opportunity view, make sure Notes are enabled in Salesforce:
- Go to Setup.
- In the Quick Find box, search for Notes Settings.
- Click Notes Settings.
- Make sure Enable Notes is checked.
- Click Save.
Step 2. Add Notes to the Opportunity Page Layout
- Go to Setup.
- In the Quick Find box, search for Object Manager and click on it.
- Find and select Opportunity.
- Go to Page Layouts and select the Opportunity Layout you want to modify.
- In the layout editor, look for Related Lists.
- Drag and drop Notes into the Related Lists section.
- Click Save.
Step 3. Add the Notes Component to the Lightning Page
If you’re using a Lightning Record Page, follow these steps:
- Navigate to an Opportunity record.
- Click on the gear icon ( ⚙️) and select Edit Page.
- In the Lightning App Builder, find the Related Lists – Single or Related Lists component in the left panel.
- Drag it onto the page and configure it to show Notes.
- Alternatively, you can also add the Notes & Attachments related list instead.
- Click Save and then Activate (if necessary).
Now, Notes will be visible on the Opportunity record!
Updated on: 19/03/2025