Is it true that we can't use a New Note Quick Action?
I know this sounds simple, but hear me out. I can create a Quick Action that creates a New Record of object Note. However, I can't get this to show up in the Mobile & Lightning Actions section of a Page Layout. My suspicion is that the only New Note action that works is the standard one that ships with Salesforce. Even though I can build the custom New Note Quick Action, I can't actually use it. Does anyone have some insight into this potential bug?
@* Salesforce Administrators * @Admin to Admin Academy @Why Salesforce Admins Drink @* Salesforce Platform * @Ryan Ozimek
Great discussion here, I've upvoted the relevant idea of Ryan's.
Here are two potentially relevant feature request ideas relating to Salesforce Enhanced Notes and templates / pre-population:
- https://ideas.salesforce.com/s/idea/a0B8W00000GdbPmUAJ/add-templates-for-notes
- https://ideas.salesforce.com/s/idea/a0B8W00000GdbQIUAZ/enable-quick-text-to-be-used-anywhere-in-salesforce
Overall, I feel Salesforce Notes just need a little bit of love and they will actually be quite useful and up to par with note creation in other CRM systems.
