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Enhanced Notes Report

Report on the full rich text content of Enhanced Notes in Salesforce

$300   USD/company/year

Discounts available for nonprofits

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Industries
Education
Financial Services
Healthcare & Life Sciences
Business Need
Sales Intelligence
Data Management
Dashboards & Reports
Requires
Sales Cloud
Compatible With
Sales Cloud
Service Cloud
Nonprofit Solutions

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Requires Enhanced Notes to be enabled in your org.

App Details

Version
Enhanced Notes Report/Summer 2026 5.15.0
Listed On
11/25/2023
Latest Release
08/03/2026
Supported Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Package Contents
If 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: 2
Custom Tabs: 2
Custom Apps: 1
Lightning Components
Global: 13
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
11/25/2023

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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Toronto, Canada