When you are building an integration with Salesforce, where you want to read or write notes through the Unify API, it can be handy to see the notes within the Salesforce UI.
By default, there are no “Notes” shown on leads/opportunities/... within the Salesforce UI.
Configure Salesforce to show Notes
By following the steps below, we explain how to show the notes within Salesforce.
Go to “Object Manager” > Select the desired Object
Go to “Page Layouts”
Click on “Related Lists”
Drag and drop “notes” in the desired section
Save
Which will add “Notes” to the “Related” sidebar item:
Opportunities and notes
For “Opportunities”, Salesforce shows “Notes & Attachments” which are “Files” and not “ContentNote”.
BEFORE
Goto “Object Manager” > Select the desired Object
Goto “Page Layouts”
Click on “Related Lists”
Drag & Drop “notes” in the desired section
Save
AFTER
