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June 23, 2020

Switching to Salesforce Lightning for an enterprise-level organization is a big deal, and we’ll need a plan if it’s going to happen successfully. Here's how your company can make the switch to Salesforce Lightning Experience.

March 2, 2017

Taking notes is great, and taking notes with the Salesforce’s new enhanced note-taking tool is better, but leveraging Salesforce’s new enhanced notes via apex is the best of all!

First things first, the new Notes feature needs to be enabled in your org:

  • Go to Setup

    • Customize

      • Notes

      • Check the Enable Notes box

      • Save

That’s it, Notes are now enabled!

Next, you’ll need to add the Notes related list to the Page Layouts of objects that you’d like...

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At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines. 

CRM Science is a Salesforce Silver Consulting Partner and a Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success. 

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