How do I access notes and attachments in Salesforce?

How do I access notes and attachments in Salesforce?

Here are the steps to enable Notes and Attachments for Site Users:

1. From setup, enter Digital Experiences in the Quick Find box, then select Settings.
2. Select Let customer users access notes and attachments.
3. Click Save.

How do I add an attachment in Salesforce Classic?

To navigate to ‘Attach File’ in Salesforce Classic

1. Go to any task or events records (either via home tab or via open activities/activity history related list of any record).
2. Click Edit.
3. Scroll down to Attachments related lists, then click Attach File.

Can you download attachments in Salesforce lightning experience?

There are options for your admin to convert attachments to Salesforce Files. But in the meantime, you can continue to view and download existing attachments from the Notes & Attachments related list. You can’t create new attachments in Lightning Experience. DocumentsThe Documents tab isn’t making the trek to Lightning Experience.

How are notes and attachments displayed in Lightning?

Notes and Attachments in Lightning only display under the object they’ve been attached to. In Classic, anything that had been attached at a level under the Account – Contacts, Opportunities, Contracts, Tasks, etc – was displayed as an attachment when viewing the Account.

Where do I find notes in Salesforce classic?

In Salesforce Classic, creating notes is tied to the Notes & Attachments related list on records or the Chatter publisher on feeds. In Lightning Experience, you can launch a new note from anywhere. As we just learned, you can create notes from the Global Actions menu and the utility bar.

What does enhanced notes mean in Salesforce Lightning?

With enhanced Notes in Lightning Experience, you can take better notes, faster, from anywhere. Your Salesforce admin needs to turn on enhanced Notes. If you don’t see enhanced Notes features in your org, talk to your admin. So, what do we mean by better notes’?