How to Add Notes in Salesforce

Depending on your Salesforce configuration, your record page may contain a list where you can add longer notes and attach files.

Add a Note

Notes can make it easy for anyone viewing a record to know exactly how to use it, even if they did not create the record.

1. Click New Note.
   
2. Enter a title.
3. Enter the body.
4. Click Save.
   

The note is added to the record.

Attach a File

You can easily attach a file to a record which may include more information than is displayed on Salesforce.

1. Click Attach File.
   
2. Click Browse.
   
3. Select the file you want to add and click Open.
   
4. Click Attach File to upload the file to Salesforce.
5. Click Done.
   

The file is added to the record.