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Enhanced Notes Report
Report on the full rich text content of Enhanced Notes in Salesforce
- Industries
- EducationFinancial ServicesHealthcare & Life Sciences
- Business Need
- Sales IntelligenceData ManagementDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudNonprofit Solutions
Run, save, and export reports for Enhanced Notes related to any Object in Lightning. • Schedule emailed reports • Full rich text content of enhanced notes • Filter on parent record & keywords • Save report result snapshots & filters • Download reports
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudNonprofit Solutions
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Enhanced Notes Report/Summer 2026 5.15.0
- Listed On
- 11/25/2023
- Latest Release
- 08/03/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 2Custom Tabs: 2Custom Apps: 1
- Lightning Components
- Global: 13App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Create, save, export, and email full reports of Notes linked to any records in your org. The condition builder gives you the power to define filter criteria for the parent records of Notes. Full rich text content in the report results with keyword filtering. Send scheduled emails of Note reports to your team. Export reports into .pdf, .csv or .xlsx format for deeper analysis outside of Salesforce. Save note report snapshots.
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