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      What options do I have when migrating Notes to Salesforce?

      Last Updated on July 28th, 2025

      When planning to migrate Notes to Salesforce, it's important to understand that the platform supports two different note objects:

      • Notes (You can see them as Notes & Attachments section in the UI)
      • Content Notes (also known as Enhanced Notes).
      The last one is the newer, richer version of the note-taking tool, offering features like rich text formatting, the ability to relate notes to multiple records, and creation in Lightning Experience.

      When you migrate Notes to any of the objects above, make sure that you have it enabled  in Salesforce. Follow the directions here.

       

      Even after enabling Notes, they might not be visible in your UI if this section is not added to your record layout.

      Making Notes Visible in Salesforce Layouts

      To display Notes (or Notes & Attachments) on your record pages:

      1. Go to Setup.

      2. Open the Object Manager.

      3. Select the object you’re migrating Notes to (e.g., Contact, Opportunity).

      4. In the left panel, click on Page Layouts.

      5. Choose the relevant layout and click Edit.

      6. In the layout editor:

        • Drag Notes & Attachments from the Related Lists section into the layout, if not already present.

        • For Enhanced Notes, make sure the Notes related list is also added.

      Once added, users will be able to view and interact with notes directly from the associated records.

      Still need help?

      Please submit an inquiry on the contact page, email support@syncmatters.com, or reach out to us via chat.