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02-02-2018, 11:52 AM #1
- Join Date
- May 2017
- Posts
- 123
CRM Tip of the Week - How to Enhance your Salesforce Note Taking
Salesforce has developed an enhanced notetaking system, and it’s available only for the Lightning Experience. Do you or your users rely on their digital notes to do their jobs? If so you might want to consider this enhanced Salesforce feature. With a better system, you can communicate faster, communicate more effectively and boost your productivity.
What specifically can enhanced notetaking do for you? Some of the new features and benefits are listed below.
- Rich text formatting, like bold and italic, allows you to highlight details or enhance meaning
- Better organization with bulleted and numbered lists
- Make more of an impact with pictures or images
- Share notes with people or groups
- Relate a note to multiple records, such as opportunities, accounts, and contacts, to save time and spread important information.
- Keep sensitive information secure with private notes
Interested in learning more? Salesforce admins have written up a great in-depth guide (see link below) on enhanced notetaking and how to implement it in your org.
Click here for enhanced notes!
The CloudMyBiz Team
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