Notes and attachments related list salesforce. If you don’t see the Files related list on a record, just add it to the page layout for that record type. Challenge: Customize a contact record page Give users a customized set of fields on their contact record pages. Because of this, it's not recommended to use the legacy Notes & Attachments related list's 'New Note' button to create legacy Note records and the related list should ideally only be used to reference previously created Note records for historical information. There's the Classic type, represented by the Note and Attachment sObjects, and the Lightning type, represented by the Content suite of objects - ContentDocument, ContentVersion, ContentDocumentLink, and ContentNote. Note for Salesforce Classic: If Notes are not enabled, then the old 'Notes and Attachment Files were brought in as a powerful way to manage documents in Salesforce. Dec 2, 2025 · In Salesforce Classic, users added notes and external files via the Notes & Attachments related list. Select the Related List option from the palette on the upper portion of the screen. Enhanced notes have their own related list (called "Notes"). In Lightning Experience the Files related list will display attachments too. Note for Salesforce Classic: If Notes are not enabled, then the old 'Notes and Attachment The 'Notes & Attachments' related list will eventually be phased out in favor of the individual 'Files' and 'Notes' related lists. 'Notes' is a standalone Related List within Lightning Experience. What is the difference between notes and attachments in Salesforce? Both notes and attachments are used to store and manage information related to a specific record or object. These tools serve similar purposes but have key differences in functionality and user experience. Other options (such as attachments and documents) were not as flexible and needed to evolve with the times. But in the meantime, you can continue to view and download existing attachments from the Notes & Attachments related list. The Documents tab isn’t making the trek to Lightning Experience. Salesforce Files allows users to “share and collaborate on files, store files privately, manage version updates, and follow files that are important”to them. Sep 6, 2018 · What's the difference between "Files" and "Notes & Attachments" related Lists? They seem to be a carbon copy of each other whenever I upload a file to one or the other. Dec 3, 2021 · Whether you’re working in Salesforce Classic or Lightning Experience, the Files related list is the way forward for attaching files to records and groups. Nov 8, 2024 · Salesforce users often struggle with the choice between Notes, attachments, and Files. The Salesforce Files related list shows Files directly, while the Notes & Attachments list continues to exist to display older records and maintain UI consistency for Classic-to-Lightning transitions. In Lightning Experience, the legacy Notes & Attachments functionality is separated into two features: Salesforce Files, for attaching external files, and Notes, for creating rich-text notes on a record. . There are options for your admin to convert attachments to Salesforce Files. Select Edit Page from a contact record Upgrade the page to use Dynamic Forms Nov 8, 2024 · Salesforce users often struggle with the choice between Notes, attachments, and Files. The 'Notes & Attachments' related list will eventually be phased out in favor of the individual 'Files' and 'Notes' related lists. Then drag and drop the Notes and Attachments Related List to where you would like it on the Pagelayout. Notes and Attachments is an older feature, while Salesforce Files represents a more modern approach to document management. Remove the Notes & Attachments related list from the Contact Layout page layout and replace it with the Files related list. Salesforce has two sorts of notes and attachments. 'Notes' is a standalone Related List within Lightning Experience. You can’t create new attachments in Lightning Experience. Apr 20, 2021 · In short They are not under Note, but instead ContentNote Notes and attachments are for attachments and the "old" note records. vgqmsa ypgid bkgl aauzd vsqeg cigg tfec ggwrmum kzpqm qdf