Quick summary
Adding notes in Salesforce lets you capture key context directly on records like Leads, Opportunities, Contacts, and Accounts. You can create, title, format, and save notes in just a few clicks — and link a single note to multiple records at once.
Steps
- Navigate to the Salesforce record where you want the note added — such as a Lead, Opportunity, Contact, or Account.
- Locate the Notes section in the right column of the record page.
- Click New to create a new note.
- Add a title for your note — optional but recommended for clarity.
- Type the content of your note using the available rich text formatting options.
- Attach files such as documents or images to the note if needed.
- Click Done to save the note.
- Confirm the success message indicating your note has been created.
- Optionally, link the note to additional records by searching for the target record — for example, an Opportunity.
- Click Add to associate the note with the selected record.
