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!
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