Lightning Experience Productivity - Work with Notes and Files

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

Where are the enhanced notes that you create for a record located?

Notes & Attachments related list

Files home

Notes related list (correct)

Files related list

What is the main hub for accessing and managing all of the notes you have permission to see in Lightning Experience?

Notes home page (correct)

Notes related list

Navigation bar

Files home

What is the benefit of using the Files related list to attach files to a record?

You can only attach files to accounts

You can quickly leverage all the rich Salesforce Files features (correct)

You can't attach files to records

You can only attach files to opportunities

Where can you access sharing options for files in Lightning Experience?

Files home, Files related lists, the file preview player, file record detail pages, and Chatter feeds Signup and view all the answers

What is the purpose of the Notes home page in Lightning Experience?

To access and manage all of the notes you have permission to see Signup and view all the answers

What happens when you click a note in a list view on the Notes home page?

You can read or update the note Signup and view all the answers

What is the benefit of using Salesforce Files in Lightning Experience?

It unifies your files, documents, and libraries into a single place for easier management Signup and view all the answers

What should you consider when using older types of files in Salesforce Classic in Lightning Experience?

They are not fully supported or supported at all Signup and view all the answers

What is the primary benefit of using Enhanced Notes in Lightning Experience?

To create richer, more meaningful notes Signup and view all the answers

How can you expand the visibility and impact of important information in Enhanced Notes?

By relating a note to multiple records, such as opportunities, accounts, and contacts Signup and view all the answers

Where can you launch a new note in Lightning Experience?

From anywhere, including the Global Actions menu, utility bar, and navigation bar Signup and view all the answers

Why do Enhanced Notes and classic notes not play well together?

Because they have different features and functionality Signup and view all the answers

What is the benefit of using the New Note action in the record's action menu?

It allows you to create a note that is automatically related to a record Signup and view all the answers

What is the purpose of the Notes item in the navigation bar?

To create a new note from anywhere in the app Signup and view all the answers

What is true about the Notes related list in Lightning Experience?

It is where you can create notes that are automatically related to a record Signup and view all the answers

What is the difference between the original notes tool in Salesforce Classic and the enhanced notes editor in Lightning Experience?

The enhanced notes editor has more features and options for creating richer, more meaningful notes Signup and view all the answers

Study Notes

Enhanced Notes in Lightning Experience

Enhanced Notes allows users to take better notes, faster, from anywhere.
The enhanced Notes editor offers more options for creating richer, more meaningful notes.
Users can relate a note to multiple records, such as opportunities, accounts, and contacts.
Notes can also be shared with groups or teammates.
The enhanced Notes editor is available from anywhere in Lightning Experience, including the Global Actions menu, utility bar, and navigation bar.

Creating Notes

Users can launch a new note from anywhere in Lightning Experience.
Notes can be created from the Global Actions menu, utility bar, and navigation bar.
Notes can also be created from the Notes related list on a record.
The New Note action is available in the record's action menu or the New button on the Notes related list.

Enhanced notes and classic notes are located in separate related lists.
Enhanced notes are located in the Notes related list.
Classic notes are located in the Notes & Attachments related list.

Notes Home Page

The Notes home page is available from the navigation bar.
The home page provides a hub for accessing and managing all notes.
The home page includes list views to find specific notes, including those shared with the user.
Users can click a note to read or update it, and view previous versions or revert to an earlier version.

Salesforce Files

Salesforce Files unifies files, documents, and libraries into a single place for easier management.
Files are integrated into the flow of the business, allowing access from anywhere in the app.
Files can be managed from the Files home page, accessed from the navigation bar.
Files can be attached to records using the Files related list.

Managing Files on Records

Files can be attached to opportunities, accounts, or other records using the Files related list.
Each file attached to a record can leverage rich Salesforce Files features.
Files can be uploaded, edited, and shared with people, groups, and libraries.
File access permissions, file privacy settings, and file size limits can be found in Salesforce Help.

Salesforce Files embeds file sharing opportunities throughout the workflow.
Sharing options are available from Files home, Files related lists, file preview player, file record detail pages, and Chatter feeds.
Files can be shared with the right audience.

Considerations for Other Content Types

Some older types of files in Salesforce Classic are not fully supported or supported at all in Lightning Experience.
Users should be aware of limitations when using these features.

Studying That Suits You

Use AI to generate personalized quizzes and flashcards to suit your learning preferences.

Description

Learn how to take better notes, faster, from anywhere using Enhanced Notes in Lightning Experience, a feature of Salesforce.