Notes Related List behaviour...
With Summer '17 release pending, I have noticed curious behaviour with Notes & related-list in the LEX UI (Dev Org Spring'17). I found the following known error - apparently "fixed" for Spring '17.
Lightning: Notes related list intermittently fails to refresh after new Note is created and Note may not be immediately visible in user interface.
https://success.salesforce.com/issues_view?id=a1p3A000000ehIMQAY
When logged in a Std User, saving test notes, and waiting a period of time, the Notes only appear in the Notes (tab) object, not on the related object records. Then later, when logged in as ADMIN, the Notes Object didn't show a any Notes records.
Is this behaviour going to be improved in Summer '17 ?
Hi @Henry Liu - thanks for your feedback. The "new" Notes and Files enablement is a bit confusing at first. Although I recall changes were afoot, I have better context now after some research. I found the following article quite helpful to work through:
ref. Notes Help:
https://help.salesforce.com/articleView?id=notes_admin_overview.htm&type=0&language=en_US&release=208.8Files Help:
https://help.salesforce.com/articleView?id=collab_files_parent.htm&type=0&language=en_US&release=208.8In addition some background context here:
Considerations for enabling the enhanced note-taking tool (Notes) and using Files
https://help.salesforce.com/articleView?id=000230837&type=1&language=en_USHopefully I have the config set correctly now to show the right (new Notes & Files) related lists on (Leads, Accounts, Contacts & Oppty) pages.
